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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 15.13% |
$39.9K - $43.4K
|
3.63K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
475New |
$39.7K - $43.2K
|
475
$42.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
467+ 1.41% |
$39K - $42.5K
|
33.5K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
444+ 2.58% |
$37.1K - $40.4K
|
17.6K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
444+ 13.45% |
$37.1K - $40.4K
|
3.75K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
411+ 1.15% |
$34.4K - $37.4K
|
36.2K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
404+ 16.42% |
$33.8K - $36.7K
|
2.86K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
389+ 1.13% |
$32.5K - $35.4K
|
34.9K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
371+ 4.45% |
$31K - $33.7K
|
8.7K
$782K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
369+ 2.69% |
$30.8K - $33.6K
|
14.1K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
336+ 2.98% |
$28.1K - $30.6K
|
11.6K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
334+ 39.11% |
$27.9K - $30.4K
|
1.19K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
329+ 0.73% |
$27.5K - $29.9K
|
45.6K
$4.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
320New |
$26.7K - $29.1K
|
320
$28.7K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
312+ 5.77% |
$26.1K - $28.4K
|
5.72K
$514K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
290+ 8.79% |
$24.2K - $26.4K
|
3.59K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
279New |
$23.3K - $25.4K
|
279
$25.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 1.14% |
$22K - $23.9K
|
23.4K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
254+ 0.69% |
$21.2K - $23.1K
|
37.1K
$3.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 0.09% |
$21.1K - $23K
|
278K
$25M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 0.51% |
$19.9K - $21.6K
|
46.8K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
191New |
$16K - $17.4K
|
191
$17.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 7.73% |
$13.3K - $14.5K
|
2.22K
$199K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
157+ 0.85% |
$13.1K - $14.3K
|
18.6K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.67% |
$13K - $14.1K
|
9.43K
$847K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$12.5K - $13.6K
|
150
$13.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 0.87% |
$12.5K - $13.6K
|
17.3K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
129+ 2.42% |
$10.8K - $11.7K
|
5.45K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
115+ 2.67% |
$9.61K - $10.5K
|
4.42K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 0.43% |
$9.19K - $10K
|
25.8K
$2.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
100+ 3.4% |
$8.36K - $9.09K
|
3.04K
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.17% |
$7.1K - $7.73K
|
2.76K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75+ 3.03% |
$6.27K - $6.82K
|
2.55K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
67+ 1.75% |
$5.6K - $6.09K
|
3.89K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 0.12% |
$5.52K - $6K
|
53.3K
$4.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
64+ 1.89% |
$5.35K - $5.82K
|
3.46K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63+ 0.52% |
$5.27K - $5.73K
|
12.3K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
62+ 0.69% |
$5.18K - $5.64K
|
9.1K
$817K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 90.24% |
$3.09K - $3.36K
|
78
$7.01K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
28+ 0.25% |
$2.34K - $2.55K
|
11.1K
$999K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.17% |
$1.42K - $1.55K
|
10.2K
$913K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16+ 4.97% |
$1.34K - $1.46K
|
338
$30.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.27% |
$1.09K - $1.18K
|
4.86K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 0.15% |
$1.09K - $1.18K
|
8.89K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.16% |
$669 - $728
|
4.97K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
6+ 3.17% |
$501 - $546
|
195
$17.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.11% |
$418 - $455
|
4.45K
$400K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4+ 0.14% |
$334 - $364
|
2.82K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$251 - $273
|
1.19K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3+ 0.11% |
$251 - $273
|
2.65K
$238K
|