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 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-250- 5.32% |
$18.7K - $21.2K
|
4.45K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-266- 2.03% |
$19.9K - $22.5K
|
12.8K
$1.2M
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-269- 3.78% |
$20.1K - $22.8K
|
6.85K
$642K
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-285- 3.08% |
$21.3K - $24.2K
|
8.96K
$839K
|
|
Jan 13, 2022
Q4 2021
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-345- 6.53% |
$25.8K - $29.2K
|
4.94K
$463K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-378- 6.77% |
$28.3K - $32K
|
5.2K
$488K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-400- 8.25% |
$29.9K - $33.9K
|
4.45K
$417K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 62.5% |
$37.4K - $42.4K
|
300
$28.1K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-528- 5.38% |
$39.5K - $44.7K
|
9.28K
$870K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-603- 2.84% |
$45.1K - $51.1K
|
20.6K
$1.93M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-613Closed |
$45.8K - $52K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-700Closed |
$52.3K - $59.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-711- 2.37% |
$53.2K - $60.3K
|
29.3K
$2.74M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-735- 0.81% |
$55K - $62.3K
|
90.1K
$8.44M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-735Closed |
$55K - $62.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-735- 0.81% |
$55K - $62.3K
|
90.1K
$8.44M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-842- 9.24% |
$63K - $71.4K
|
8.27K
$775K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-849- 6.38% |
$63.5K - $72K
|
12.5K
$1.17M
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-870- 60.54% |
$65K - $73.7K
|
567
$53.1K
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-990- 1.03% |
$74K - $83.9K
|
95.1K
$8.91M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.05K- 5.13% |
$78.7K - $89.2K
|
19.4K
$1.82M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.17K- 28.26% |
$87.4K - $99.1K
|
2.97K
$278K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 2.23% |
$87.6K - $99.2K
|
51.4K
$4.81M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.21K- 7.31% |
$90.5K - $103K
|
15.3K
$1.44M
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.26K- 1.63% |
$94.1K - $107K
|
75.8K
$7.1M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.37KClosed |
$103K - $116K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.5K- 0.93% |
$112K - $127K
|
160K
$15M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.83K- 2.65% |
$136K - $155K
|
67.1K
$6.29M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.91K- 30.3% |
$143K - $162K
|
4.4K
$412K
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.29K- 44.35% |
$171K - $194K
|
2.88K
$269K
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-2.32K- 4.31% |
$173K - $196K
|
51.4K
$4.82M
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.34K- 1.06% |
$175K - $199K
|
219K
$20.5M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.62K- 35.6% |
$196K - $222K
|
4.74K
$444K
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.68K- 2.79% |
$201K - $227K
|
93.5K
$8.76M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.77KClosed |
$207K - $235K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-2.87KClosed |
$215K - $243K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.93KClosed |
$219K - $248K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-3.13K- 41.71% |
$234K - $265K
|
4.38K
$410K
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.2K- 45.93% |
$239K - $271K
|
3.76K
$353K
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-3.23K- 10.45% |
$242K - $274K
|
27.7K
$2.59M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.33K- 55.83% |
$249K - $283K
|
2.64K
$247K
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.45K- 28.8% |
$258K - $293K
|
8.54K
$800K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.6K- 4.26% |
$269K - $305K
|
80.9K
$7.58M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.76K- 1.42% |
$281K - $319K
|
261K
$24.5M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.85K- 55.43% |
$288K - $326K
|
3.1K
$290K
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-4K- 3.83% |
$299K - $339K
|
101K
$9.42M
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-4.52K- 5.44% |
$338K - $383K
|
78.5K
$7.36M
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.19KClosed |
$388K - $439K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.33KClosed |
$398K - $452K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-5.45K- 2.7% |
$407K - $462K
|
197K
$18.4M
|