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 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.3KNew |
$97.2K - $110K
|
1.3K
$121K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.29K+ 21.74% |
$96.2K - $109K
|
7.2K
$668K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.28KNew |
$95.8K - $109K
|
1.28K
$119K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 69.81% |
$95.8K - $109K
|
3.12K
$289K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.23KNew |
$91.7K - $104K
|
1.23K
$114K
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
1.19K+ 41.74% |
$89.2K - $101K
|
4.05K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.12KNew |
$83.5K - $94.7K
|
1.12K
$104K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.05K+ 2.22% |
$78.4K - $88.9K
|
48.4K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.04K+ 1.26% |
$78K - $88.4K
|
83.9K
$7.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.04K+ 6.47% |
$77.9K - $88.3K
|
17.2K
$1.59M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
980+ 19.42% |
$73.3K - $83.1K
|
6.03K
$559K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
967+ 3.66% |
$72.3K - $82K
|
27.4K
$2.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
945+ 1.58% |
$70.7K - $80.1K
|
60.7K
$5.63M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
929New |
$69.5K - $78.7K
|
929
$86.2K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
925+ 5.59% |
$69.2K - $78.4K
|
17.5K
$1.62M
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
820+ 1.36% |
$61.3K - $69.5K
|
61K
$5.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
717+ 96.24% |
$53.6K - $60.8K
|
1.46K
$136K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
700+ 180.88% |
$52.3K - $59.3K
|
1.09K
$101K
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
660+ 2.77% |
$49.3K - $55.9K
|
24.5K
$2.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
650+ 22.81% |
$48.6K - $55.1K
|
3.5K
$325K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
513+ 4.06% |
$38.4K - $43.5K
|
13.1K
$1.22M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
505+ 1.48% |
$37.8K - $42.8K
|
34.7K
$3.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
498+ 8.59% |
$37.2K - $42.2K
|
6.3K
$584K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
490+ 264.86% |
$36.6K - $41.5K
|
675
$62.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
486+ 4.47% |
$36.3K - $41.2K
|
11.4K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
465+ 3.74% |
$34.8K - $39.4K
|
12.9K
$1.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
448+ 5.18% |
$33.5K - $38K
|
9.09K
$844K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
415+ 2.88% |
$31K - $35.2K
|
14.8K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
407+ 1.99% |
$30.4K - $34.5K
|
20.9K
$1.94M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
400+ 3.37% |
$29.9K - $33.9K
|
12.3K
$1.14M
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
400+ 3.1% |
$29.9K - $33.9K
|
13.3K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
384+ 4.7% |
$28.7K - $32.5K
|
8.55K
$793K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
376+ 2.88% |
$28.1K - $31.9K
|
13.4K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
366+ 0.96% |
$27.4K - $31K
|
38.5K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
359+ 0.74% |
$26.8K - $30.4K
|
49.1K
$4.55M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
344+ 0.17% |
$25.7K - $29.2K
|
205K
$19M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
331New |
$24.7K - $28.1K
|
331
$30.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
308+ 2.94% |
$23K - $26.1K
|
10.8K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
306+ 31.07% |
$22.9K - $25.9K
|
1.29K
$120K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
303+ 8.61% |
$22.7K - $25.7K
|
3.82K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
284+ 0.5% |
$21.2K - $24.1K
|
57.4K
$5.33M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
277+ 3.4% |
$20.7K - $23.5K
|
8.42K
$782K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
275+ 4.26% |
$20.6K - $23.3K
|
6.73K
$624K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
257New |
$19.2K - $21.8K
|
257
$23.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
225+ 7.04% |
$16.8K - $19.1K
|
3.42K
$317K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
225+ 1.05% |
$16.8K - $19.1K
|
21.7K
$2.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
206+ 0.65% |
$15.4K - $17.5K
|
32.1K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
192+ 1.73% |
$14.4K - $16.3K
|
11.3K
$1.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
175+ 0.22% |
$13.1K - $14.8K
|
80.8K
$7.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
162+ 1.34% |
$12.1K - $13.7K
|
12.2K
$1.14M
|