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 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
468+ 4.63% |
$33.4K - $37.6K
|
10.6K
$974K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
446+ 0.15% |
$31.8K - $35.8K
|
289K
$26.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
441+ 6.08% |
$31.5K - $35.4K
|
7.69K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
406+ 0.66% |
$29K - $32.6K
|
62.3K
$5.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
373+ 0.94% |
$26.6K - $30K
|
40.3K
$3.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
340+ 2.12% |
$24.3K - $27.3K
|
16.4K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
312+ 1.64% |
$22.3K - $25.1K
|
19.3K
$1.78M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
294New |
$21K - $23.6K
|
294
$27.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
294+ 10.07% |
$21K - $23.6K
|
3.21K
$296K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
282New |
$20.1K - $22.7K
|
282
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
255New |
$18.2K - $20.5K
|
255
$23.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
251+ 0.51% |
$17.9K - $20.2K
|
49.3K
$4.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
250+ 3.52% |
$17.8K - $20.1K
|
7.36K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
249+ 1.97% |
$17.8K - $20K
|
12.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
247New |
$17.6K - $19.8K
|
247
$22.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
221+ 6.27% |
$15.8K - $17.8K
|
3.75K
$345K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
204+ 1.05% |
$14.6K - $16.4K
|
19.6K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
203New |
$14.5K - $16.3K
|
203
$18.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
192+ 6.31% |
$13.7K - $15.4K
|
3.23K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
180New |
$12.8K - $14.5K
|
180
$16.6K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
177New |
$12.6K - $14.2K
|
177
$16.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
174+ 0.32% |
$12.4K - $14K
|
54.3K
$5M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
151+ 4.95% |
$10.8K - $12.1K
|
3.2K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
137+ 0.9% |
$9.78K - $11K
|
15.3K
$1.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
131+ 1.88% |
$9.35K - $10.5K
|
7.08K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
124+ 1.27% |
$8.85K - $9.96K
|
9.9K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
116+ 0.31% |
$8.28K - $9.32K
|
38K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
111+ 2.6% |
$7.92K - $8.92K
|
4.38K
$403K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
104New |
$7.42K - $8.35K
|
104
$9.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
103New |
$7.35K - $8.27K
|
103
$9.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
91New |
$6.5K - $7.31K
|
91
$8.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
87+ 1.27% |
$6.21K - $6.99K
|
6.96K
$641K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
85+ 0.03% |
$6.07K - $6.83K
|
316K
$29.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
75New |
$5.35K - $6.02K
|
75
$6.91K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
53+ 2.8% |
$3.78K - $4.26K
|
1.95K
$179K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
50+ 0.52% |
$3.57K - $4.02K
|
9.74K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.7% |
$3.57K - $4.02K
|
7.18K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37+ 0.41% |
$2.64K - $2.97K
|
9.04K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
35+ 0.09% |
$2.5K - $2.81K
|
38.1K
$3.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
28New |
$2K - $2.25K
|
28
$2.58K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.57K - $1.77K
|
22
$2.03K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
18+ 0.57% |
$1.28K - $1.45K
|
3.15K
$290K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 0.53% |
$500 - $562
|
1.33K
$123K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
7+ 3.7% |
$500 - $562
|
196
$18.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.06% |
$500 - $562
|
11.4K
$1.05M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 53.85% |
$500 - $562
|
20
$1.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.1% |
$214 - $241
|
3.04K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2+ 0.03% |
$143 - $161
|
7.4K
$682K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2+ 0.07% |
$143 - $161
|
2.91K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.01% |
$71.4 - $80.3
|
6.75K
$622K
|