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 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
150New |
$11.2K - $12.7K
|
150
$14.1K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$10.5K - $11.9K
|
141
$13.2K
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
114+ 1.3% |
$8.52K - $9.66K
|
8.91K
$835K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
110New |
$8.22K - $9.32K
|
110
$10.3K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
94+ 9.02% |
$7.03K - $7.97K
|
1.14K
$106K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
84+ 0.25% |
$6.28K - $7.12K
|
33.2K
$3.11M
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
66+ 1.33% |
$4.93K - $5.59K
|
5.04K
$472K
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
66+ 2.06% |
$4.93K - $5.59K
|
3.27K
$307K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45+ 0.64% |
$3.36K - $3.81K
|
7.13K
$668K
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
44+ 0.33% |
$3.29K - $3.73K
|
13.3K
$1.24M
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
25+ 0.82% |
$1.87K - $2.12K
|
3.07K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
24+ 0.81% |
$1.79K - $2.03K
|
2.98K
$279K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23New |
$1.72K - $1.95K
|
23
$2.16K
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
21+ 0.31% |
$1.57K - $1.78K
|
6.87K
$644K
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
19+ 0.33% |
$1.42K - $1.61K
|
5.72K
$536K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 0.16% |
$897 - $1.02K
|
7.73K
$724K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.15% |
$748 - $848
|
6.55K
$614K
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.11% |
$449 - $509
|
5.25K
$492K
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.1% |
$224 - $254
|
3.07K
$288K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2+ 0.01% |
$150 - $170
|
23.9K
$2.24M
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$74.8 - $84.8
|
12.3K
$1.15M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2- 1.42% |
$150 - $170
|
139
$13K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3Closed |
$224 - $254
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-5- 0.02% |
$374 - $424
|
23.1K
$2.16M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14- 0.03% |
$1.05K - $1.19K
|
52.3K
$4.9M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-23- 0.14% |
$1.72K - $1.95K
|
15.9K
$1.49M
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-29- 1.02% |
$2.17K - $2.46K
|
2.81K
$263K
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30- 3.23% |
$2.24K - $2.54K
|
899
$84.2K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-40- 7.34% |
$2.99K - $3.39K
|
505
$47.3K
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-50- 0.76% |
$3.74K - $4.24K
|
6.57K
$616K
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-56- 0.76% |
$4.19K - $4.75K
|
7.35K
$689K
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-58- 0.77% |
$4.34K - $4.92K
|
7.5K
$702K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-59Closed |
$4.41K - $5K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-63- 1.63% |
$4.71K - $5.34K
|
3.81K
$357K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-68- 0.72% |
$5.08K - $5.76K
|
9.39K
$880K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-93- 0.51% |
$6.95K - $7.88K
|
18.3K
$1.71M
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-93- 2.0% |
$6.95K - $7.88K
|
4.56K
$427K
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-100- 2.85% |
$7.48K - $8.48K
|
3.41K
$319K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-103- 0.87% |
$7.7K - $8.73K
|
11.7K
$1.1M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-123- 0.96% |
$9.2K - $10.4K
|
12.7K
$1.19M
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-131Closed |
$9.79K - $11.1K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-136- 0.59% |
$10.2K - $11.5K
|
23K
$2.15M
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-181Closed |
$13.5K - $15.3K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-200- 0.59% |
$15K - $17K
|
33.4K
$3.13M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-207- 0.57% |
$15.5K - $17.5K
|
36.4K
$3.41M
|
|
Feb 02, 2022
Q4 2021
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-221- 3.63% |
$16.5K - $18.7K
|
5.86K
$549K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-222- 0.45% |
$16.6K - $18.8K
|
48.7K
$4.56M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-230- 4.77% |
$17.2K - $19.5K
|
4.59K
$431K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238Closed |
$17.8K - $20.2K
|
0
$0
|