Purchases and Sales Made in Q4 2021 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
836K+ 393.57% |
$62.5M - $70.9M
|
1.05M
$97.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
390K+ 5.7% |
$29.2M - $33.1M
|
7.23M
$671M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
305KNew |
$22.8M - $25.8M
|
305K
$28.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 3.7% |
$20.5M - $23.3M
|
7.71M
$716M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
241KNew |
$18M - $20.4M
|
241K
$22.4M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
202KNew |
$15.1M - $17.1M
|
202K
$18.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
169K+ 5.38% |
$12.7M - $14.4M
|
3.32M
$308M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
138K+ 7.68% |
$10.3M - $11.7M
|
1.93M
$179M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
127KNew |
$9.47M - $10.7M
|
127K
$11.8M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
121KNew |
$9.08M - $10.3M
|
121K
$11.3M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111KNew |
$8.31M - $9.42M
|
111K
$10.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
110K+ 121.47% |
$8.25M - $9.35M
|
201K
$18.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106K+ 9.45% |
$7.94M - $9M
|
1.23M
$114M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
93.2KNew |
$6.97M - $7.9M
|
93.2K
$8.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
82.8KNew |
$6.19M - $7.02M
|
82.8K
$7.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.3K+ 9.82% |
$6.08M - $6.89M
|
909K
$84.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
78.4K+ 713.34% |
$5.86M - $6.64M
|
89.3K
$8.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
76.8KNew |
$5.75M - $6.51M
|
76.8K
$7.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
70K+ 5.03% |
$5.23M - $5.93M
|
1.46M
$136M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69.9KNew |
$5.22M - $5.92M
|
69.9K
$6.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
67KNew |
$5.01M - $5.68M
|
67K
$6.22M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
63.6KNew |
$4.76M - $5.39M
|
63.6K
$5.91M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
60.9KNew |
$4.55M - $5.16M
|
60.9K
$5.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.1K+ 1.47% |
$4.5M - $5.1M
|
4.16M
$386M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
60KNew |
$4.49M - $5.09M
|
60K
$5.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
58.7KNew |
$4.39M - $4.98M
|
58.7K
$5.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
55KNew |
$4.11M - $4.66M
|
55K
$5.1M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
49.9KNew |
$3.73M - $4.23M
|
49.9K
$4.63M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
48.7KNew |
$3.64M - $4.13M
|
48.7K
$4.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.3K+ 3.53% |
$3.61M - $4.09M
|
1.42M
$132M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
47.5KNew |
$3.55M - $4.02M
|
47.5K
$4.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
43.2K+ 36324.37% |
$3.23M - $3.66M
|
43.3K
$4.02M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
40.7KNew |
$3.04M - $3.45M
|
40.7K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
40KNew |
$2.99M - $3.39M
|
40K
$3.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
39.2KNew |
$2.93M - $3.32M
|
39.2K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
38.8K+ 1408.45% |
$2.9M - $3.29M
|
41.6K
$3.86M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
38.4K+ 95.98% |
$2.87M - $3.25M
|
78.3K
$7.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
37.2K+ 4.16% |
$2.78M - $3.15M
|
932K
$86.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.2KNew |
$2.56M - $2.9M
|
34.2K
$3.17M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
32.1KNew |
$2.4M - $2.72M
|
32.1K
$2.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
31.8KNew |
$2.38M - $2.7M
|
31.8K
$2.95M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
31.4KNew |
$2.35M - $2.66M
|
31.4K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.3K+ 30.43% |
$2.34M - $2.65M
|
134K
$12.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
31.1K+ 279.93% |
$2.33M - $2.64M
|
42.2K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.1KNew |
$2.32M - $2.63M
|
31.1K
$2.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.9KNew |
$2.31M - $2.62M
|
30.9K
$2.87M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
30.3K+ 14.18% |
$2.27M - $2.57M
|
244K
$22.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 1.95% |
$2.16M - $2.45M
|
1.51M
$140M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.3K+ 11.49% |
$1.82M - $2.06M
|
236K
$21.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
21.9KNew |
$1.64M - $1.86M
|
21.9K
$2.03M
|