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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.8K+ 13.37% |
$1.56M - $1.76M
|
177K
$16.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
20.5KNew |
$1.53M - $1.74M
|
20.5K
$1.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19.7KNew |
$1.47M - $1.67M
|
19.7K
$1.83M
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
18.6K+ 4.53% |
$1.39M - $1.58M
|
430K
$39.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
17.8KNew |
$1.33M - $1.51M
|
17.8K
$1.65M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$1.25M - $1.41M
|
16.7K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.7K+ 3.38% |
$1.18M - $1.33M
|
482K
$44.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 3.53% |
$1.15M - $1.3M
|
450K
$41.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
14.2KNew |
$1.06M - $1.21M
|
14.2K
$1.32M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
14.2KNew |
$1.06M - $1.2M
|
14.2K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
14.1K+ 97.01% |
$1.06M - $1.2M
|
28.7K
$2.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.6K+ 21.56% |
$944K - $1.07M
|
71.2K
$6.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 34.93% |
$934K - $1.06M
|
48.3K
$4.48M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12KNew |
$897K - $1.02M
|
12K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.8K+ 7.6% |
$880K - $998K
|
167K
$15.5M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.6K+ 72.64% |
$868K - $984K
|
27.6K
$2.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.2K+ 61.51% |
$839K - $951K
|
29.5K
$2.74M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11.2KNew |
$834K - $945K
|
11.2K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
9.77K+ 10.77% |
$730K - $828K
|
100K
$9.32M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.7KNew |
$725K - $822K
|
9.7K
$900K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.67K+ 6.0% |
$723K - $819K
|
171K
$15.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
9.63KNew |
$720K - $816K
|
9.63K
$893K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.5K+ 6.53% |
$710K - $805K
|
155K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.18KNew |
$687K - $778K
|
9.18K
$852K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.16K+ 11.39% |
$685K - $776K
|
89.6K
$8.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
8.66K+ 6.51% |
$647K - $734K
|
142K
$13.2M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.5KNew |
$635K - $720K
|
8.5K
$789K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.43K+ 2.79% |
$630K - $715K
|
310K
$28.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.19KNew |
$613K - $694K
|
8.19K
$761K
|
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
8.11K+ 3.39% |
$606K - $687K
|
247K
$22.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.94K+ 25.25% |
$594K - $673K
|
39.4K
$3.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.89K+ 4.13% |
$590K - $669K
|
199K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.69K+ 18.84% |
$575K - $651K
|
48.5K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
7.6K+ 48.28% |
$568K - $644K
|
23.3K
$2.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
7.52K+ 3.98% |
$562K - $637K
|
196K
$18.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.44KNew |
$557K - $631K
|
7.44K
$691K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
7.36K+ 20.21% |
$550K - $624K
|
43.8K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
7.17K+ 4.75% |
$536K - $608K
|
158K
$14.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
7.11K+ 3.63% |
$532K - $602K
|
203K
$18.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.91K+ 21.81% |
$517K - $586K
|
38.6K
$3.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.64K+ 8.74% |
$497K - $563K
|
82.6K
$7.67M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
6.5KNew |
$486K - $551K
|
6.5K
$604K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
6.46K+ 3280.2% |
$483K - $548K
|
6.66K
$618K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
6.44K+ 4.41% |
$481K - $546K
|
153K
$14.2M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
6.41K+ 18.85% |
$480K - $544K
|
40.4K
$3.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
6.34KNew |
$474K - $537K
|
6.34K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
6.28KNew |
$470K - $532K
|
6.28K
$583K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.2K+ 10.41% |
$464K - $525K
|
65.8K
$6.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
6.1KNew |
$456K - $517K
|
6.1K
$566K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
6.07K+ 1.86% |
$454K - $515K
|
333K
$30.9M
|