Purchases and Sales Made in Q4 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2023. 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 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.88KNew |
$205K - $231K
|
2.88K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.69KNew |
$192K - $216K
|
2.69K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.66K+ 6.46% |
$190K - $214K
|
43.9K
$4.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.66KNew |
$190K - $214K
|
2.66K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.66K+ 6.42% |
$190K - $213K
|
44K
$4.06M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.65KNew |
$189K - $213K
|
2.65K
$244K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.63KNew |
$187K - $211K
|
2.63K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.61KNew |
$186K - $210K
|
2.61K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.56KNew |
$183K - $206K
|
2.56K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.5KNew |
$179K - $201K
|
2.5K
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.32K+ 9.48% |
$166K - $186K
|
26.8K
$2.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 91.85% |
$152K - $171K
|
4.45K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.04KNew |
$146K - $164K
|
2.04K
$188K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.9K+ 13.55% |
$136K - $153K
|
15.9K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.82K+ 3.77% |
$130K - $146K
|
50.1K
$4.61M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.77K+ 11.52% |
$127K - $142K
|
17.2K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.7K+ 45.62% |
$121K - $136K
|
5.42K
$499K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.45K+ 7.59% |
$103K - $116K
|
20.5K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.27K+ 3.21% |
$90.5K - $102K
|
40.8K
$3.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.26K+ 5.92% |
$90.2K - $102K
|
22.6K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 3.23% |
$87.6K - $98.6K
|
39.2K
$3.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.21K+ 7.66% |
$86.2K - $96.9K
|
17K
$1.56M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.1K+ 0.9% |
$78.5K - $88.4K
|
123K
$11.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.1K+ 11.91% |
$78.4K - $88.2K
|
10.3K
$951K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1.09K+ 6.92% |
$77.9K - $87.6K
|
16.9K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.08K+ 9.32% |
$77.1K - $86.7K
|
12.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.06K+ 3.48% |
$75.9K - $85.5K
|
31.6K
$2.92M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.05K+ 28.98% |
$74.7K - $84.1K
|
4.66K
$429K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.04K+ 12.99% |
$73.9K - $83.1K
|
9K
$829K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$72.3K - $81.4K
|
1.01K
$93.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
921+ 20.06% |
$65.7K - $74K
|
5.51K
$508K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
910New |
$65K - $73.1K
|
910
$83.8K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
892+ 2.53% |
$63.7K - $71.6K
|
36.2K
$3.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
824+ 27.69% |
$58.8K - $66.2K
|
3.8K
$350K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
800+ 26.86% |
$57.1K - $64.3K
|
3.78K
$348K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
800New |
$57.1K - $64.3K
|
800
$73.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
758+ 4.51% |
$54.1K - $60.9K
|
17.6K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
753New |
$53.7K - $60.5K
|
753
$69.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
728+ 24.12% |
$52K - $58.5K
|
3.75K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
709+ 0.65% |
$50.6K - $56.9K
|
110K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
641+ 27.79% |
$45.8K - $51.5K
|
2.95K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
635+ 2.36% |
$45.3K - $51K
|
27.5K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
625+ 2.87% |
$44.6K - $50.2K
|
22.4K
$2.07M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
596+ 5.24% |
$42.5K - $47.9K
|
12K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
591+ 9.38% |
$42.2K - $47.5K
|
6.89K
$635K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
580+ 59.55% |
$41.4K - $46.6K
|
1.55K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
547New |
$39K - $43.9K
|
547
$50.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
536+ 0.91% |
$38.3K - $43.1K
|
59.4K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
502New |
$35.8K - $40.3K
|
502
$46.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
468+ 41.75% |
$33.4K - $37.6K
|
1.59K
$146K
|