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 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-944- 3.21% |
$78.9K - $85.8K
|
28.5K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-963- 14.77% |
$80.5K - $87.6K
|
5.56K
$499K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1K- 25.64% |
$83.6K - $90.9K
|
2.9K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.01K- 1.31% |
$84.6K - $92K
|
76.2K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 9.86% |
$88.9K - $96.8K
|
9.73K
$874K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 5.9% |
$89.3K - $97.1K
|
17K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.08K- 0.32% |
$90.1K - $98K
|
336K
$30.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.14K- 18.14% |
$95.6K - $104K
|
5.16K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.18K- 5.97% |
$98.4K - $107K
|
18.5K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.24K- 1.16% |
$103K - $112K
|
105K
$9.46M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.25K- 0.26% |
$105K - $114K
|
479K
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 35.38% |
$110K - $119K
|
2.4K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.32K- 3.24% |
$111K - $120K
|
39.6K
$3.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 4.0% |
$111K - $121K
|
31.9K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.35K- 3.32% |
$113K - $123K
|
39.3K
$3.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.36K- 2.7% |
$114K - $124K
|
49.2K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.38K- 13.55% |
$115K - $125K
|
8.78K
$789K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-1.4K- 73.35% |
$117K - $127K
|
509
$45.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 2.73% |
$118K - $128K
|
50.2K
$4.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.49KClosed |
$125K - $136K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.59K- 2.52% |
$133K - $144K
|
61.4K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 6.8% |
$134K - $146K
|
21.9K
$1.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.68K- 6.54% |
$140K - $153K
|
24K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.7K- 5.79% |
$142K - $155K
|
27.7K
$2.49M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.73K- 14.14% |
$145K - $157K
|
10.5K
$943K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.52% |
$145K - $158K
|
67.1K
$6.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.79K- 5.3% |
$150K - $163K
|
32K
$2.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.81K- 10.83% |
$151K - $165K
|
14.9K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.84K- 3.02% |
$154K - $167K
|
58.9K
$5.29M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.85K- 5.68% |
$154K - $168K
|
30.7K
$2.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.08K- 11.07% |
$174K - $189K
|
16.7K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 16.71% |
$192K - $209K
|
11.4K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.48K- 35.66% |
$208K - $226K
|
4.48K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-2.65K- 13.7% |
$222K - $241K
|
16.7K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-2.71K- 44.97% |
$227K - $247K
|
3.32K
$298K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.76K- 5.86% |
$231K - $251K
|
44.3K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.98K- 1.44% |
$249K - $271K
|
204K
$18.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.98K- 12.46% |
$249K - $271K
|
20.9K
$1.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.04K- 11.01% |
$254K - $276K
|
24.6K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.08K- 6.03% |
$257K - $280K
|
48K
$4.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.29K- 1.09% |
$275K - $299K
|
298K
$26.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.46K- 15.98% |
$289K - $314K
|
18.2K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.47K- 3.38% |
$290K - $316K
|
99.2K
$8.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.54K- 16.48% |
$296K - $322K
|
17.9K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.67K- 1.91% |
$307K - $334K
|
188K
$16.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.69K- 6.63% |
$309K - $336K
|
52K
$4.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.77K- 6.27% |
$315K - $343K
|
56.4K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.01K- 49.88% |
$335K - $365K
|
4.03K
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 5.04% |
$340K - $370K
|
76.7K
$6.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.07K- 6.28% |
$340K - $370K
|
60.7K
$5.45M
|