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
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.02K+ 26.84% |
$450K - $510K
|
28.4K
$2.67M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.83K+ 9.17% |
$436K - $494K
|
69.4K
$6.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.82K+ 9.97% |
$435K - $493K
|
64.2K
$6.02M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.8K+ 171.37% |
$434K - $491K
|
9.18K
$861K
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.51KNew |
$412K - $467K
|
5.51K
$517K
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
5.48KNew |
$410K - $465K
|
5.48K
$514K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
5.42K+ 25.77% |
$405K - $459K
|
26.4K
$2.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.02K+ 5.17% |
$375K - $426K
|
102K
$9.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.95KNew |
$370K - $419K
|
4.95K
$463K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.89K+ 5.31% |
$366K - $415K
|
97K
$9.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.76K+ 7.87% |
$356K - $404K
|
65.3K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.71KNew |
$352K - $399K
|
4.71K
$442K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.7K+ 117.71% |
$351K - $398K
|
8.69K
$814K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.6KNew |
$344K - $390K
|
4.6K
$431K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.6K+ 7.05% |
$344K - $390K
|
69.9K
$6.55M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.31K+ 15.29% |
$322K - $365K
|
32.5K
$3.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.22KNew |
$316K - $358K
|
4.22K
$396K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.11K+ 9.06% |
$307K - $348K
|
49.4K
$4.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.98K+ 5.48% |
$297K - $337K
|
76.5K
$7.16M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.9KNew |
$292K - $331K
|
3.9K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.84K+ 4.87% |
$287K - $325K
|
82.7K
$7.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
3.79K+ 45.25% |
$284K - $321K
|
12.2K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.72K+ 17.55% |
$278K - $316K
|
24.9K
$2.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.56K+ 8.2% |
$266K - $302K
|
47K
$4.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.12K+ 40.7% |
$233K - $264K
|
10.8K
$1.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.02K+ 7.89% |
$226K - $256K
|
41.3K
$3.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2.87K+ 1.06% |
$215K - $243K
|
273K
$25.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.85KNew |
$213K - $242K
|
2.85K
$267K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.71K+ 3.96% |
$202K - $229K
|
71K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.69KNew |
$201K - $228K
|
2.69K
$252K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62KNew |
$196K - $222K
|
2.62K
$245K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.53KNew |
$189K - $215K
|
2.53K
$237K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.51KNew |
$188K - $213K
|
2.51K
$235K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.47K+ 41.52% |
$184K - $209K
|
8.41K
$788K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.46KNew |
$184K - $209K
|
2.46K
$231K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.46K+ 7.77% |
$184K - $208K
|
34.1K
$3.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
2.44K+ 50.15% |
$183K - $207K
|
7.31K
$685K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.24K+ 2.76% |
$168K - $190K
|
83.5K
$7.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.21K+ 13.63% |
$165K - $187K
|
18.4K
$1.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
2.12K+ 2.13% |
$159K - $180K
|
102K
$9.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.79K+ 7.19% |
$134K - $152K
|
26.7K
$2.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.77K+ 4.35% |
$132K - $150K
|
42.5K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.75K+ 0.38% |
$131K - $148K
|
467K
$43.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.66K+ 4.68% |
$124K - $141K
|
37.1K
$3.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.52KNew |
$113K - $129K
|
1.52K
$142K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
1.51KNew |
$113K - $128K
|
1.51K
$141K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.48K+ 3.6% |
$111K - $126K
|
42.6K
$4M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.33KNew |
$99.2K - $112K
|
1.33K
$124K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.33KNew |
$99.1K - $112K
|
1.33K
$124K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.36% |
$97.8K - $111K
|
97.3K
$9.12M
|