Purchases and Sales Made in Q3 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST CAPITAL STRENGTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.27KNew |
$190K - $206K
|
2.27K
$204K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.24K+ 10.97% |
$187K - $203K
|
22.6K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.23KNew |
$187K - $203K
|
2.23K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 8.25% |
$187K - $203K
|
29.3K
$2.63M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$186K - $203K
|
2.23K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.23KNew |
$186K - $202K
|
2.23K
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.22KNew |
$185K - $202K
|
2.22K
$199K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.2K+ 12.21% |
$184K - $200K
|
20.3K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.19K+ 1.08% |
$183K - $199K
|
204K
$18.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.17K+ 5.62% |
$181K - $197K
|
40.8K
$3.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2K+ 29.89% |
$167K - $182K
|
8.7K
$781K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
1.96K+ 68.53% |
$164K - $178K
|
4.82K
$433K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.95K+ 15.82% |
$163K - $177K
|
14.3K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 6.47% |
$155K - $169K
|
30.6K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.83K+ 53.99% |
$153K - $166K
|
5.21K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66K+ 1.02% |
$138K - $151K
|
164K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.64K+ 1.89% |
$137K - $149K
|
88.5K
$7.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.62KNew |
$135K - $147K
|
1.62K
$145K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59KNew |
$133K - $144K
|
1.59K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.55K+ 32.83% |
$129K - $141K
|
6.25K
$562K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.53K+ 19.02% |
$128K - $139K
|
9.58K
$861K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.51K+ 76.88% |
$126K - $137K
|
3.47K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.48K+ 2.95% |
$124K - $135K
|
51.7K
$4.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.41K+ 3.08% |
$117K - $128K
|
47K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.37K+ 4.81% |
$115K - $125K
|
29.9K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.36KNew |
$113K - $123K
|
1.36K
$122K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.2K+ 11.33% |
$100K - $109K
|
11.8K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.14K+ 1.04% |
$95.2K - $104K
|
111K
$9.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
997+ 11.86% |
$83.3K - $90.7K
|
9.4K
$845K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
981+ 2.15% |
$82K - $89.2K
|
46.6K
$4.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
846+ 1.78% |
$70.7K - $76.9K
|
48.3K
$4.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 1.86% |
$68.7K - $74.8K
|
45K
$4.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
822+ 8.84% |
$68.7K - $74.8K
|
10.1K
$909K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
820+ 1.71% |
$68.5K - $74.6K
|
48.9K
$4.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
793+ 6.62% |
$66.3K - $72.1K
|
12.8K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
781+ 24.61% |
$65.3K - $71K
|
3.96K
$355K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
778+ 1.67% |
$65K - $70.8K
|
47.4K
$4.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
757+ 19.71% |
$63.3K - $68.8K
|
4.6K
$413K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
756+ 9.44% |
$63.2K - $68.8K
|
8.76K
$787K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
714+ 2.22% |
$59.7K - $64.9K
|
32.9K
$2.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
700New |
$58.5K - $63.7K
|
700
$62.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
679+ 0.81% |
$56.8K - $61.7K
|
84.5K
$7.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
648+ 13.03% |
$54.2K - $58.9K
|
5.62K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
627+ 2.91% |
$52.4K - $57K
|
22.2K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
626+ 17.31% |
$52.3K - $56.9K
|
4.24K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
600+ 240.0% |
$50.1K - $54.6K
|
850
$76.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
590+ 7.25% |
$49.3K - $53.7K
|
8.72K
$784K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
551+ 9.2% |
$46.1K - $50.1K
|
6.54K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
540+ 0.75% |
$45.1K - $49.1K
|
72.5K
$6.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
502New |
$42K - $45.7K
|
502
$45.1K
|