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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 4.63% |
$131K - $148K
|
37.8K
$3.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.01K- 6.07% |
$144K - $162K
|
31.1K
$2.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.02K- 31.28% |
$144K - $162K
|
4.43K
$408K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.02K- 26.32% |
$144K - $162K
|
5.66K
$521K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.04K- 2.71% |
$145K - $164K
|
73.2K
$6.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.11K- 10.55% |
$151K - $169K
|
17.9K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.13K- 5.04% |
$152K - $171K
|
40.2K
$3.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.14K- 2.97% |
$152K - $172K
|
69.7K
$6.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.24K- 7.62% |
$160K - $180K
|
27.2K
$2.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.29K- 6.31% |
$164K - $184K
|
34.1K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.4K- 5.07% |
$171K - $193K
|
44.9K
$4.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.46K- 3.68% |
$176K - $198K
|
64.5K
$5.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.47K- 2.07% |
$176K - $198K
|
117K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.54K- 3.69% |
$181K - $204K
|
66.2K
$6.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.71K- 23.59% |
$194K - $218K
|
8.78K
$809K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.74K- 10.5% |
$196K - $220K
|
23.4K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.84K- 2.3% |
$203K - $228K
|
121K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.84K- 5.17% |
$203K - $228K
|
52.1K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.88K- 7.87% |
$205K - $231K
|
33.7K
$3.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.97K- 27.64% |
$212K - $239K
|
7.78K
$717K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3K- 4.6% |
$214K - $241K
|
62.3K
$5.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.1K- 1.4% |
$221K - $249K
|
219K
$20.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.15K- 0.55% |
$225K - $253K
|
572K
$52.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.23K- 7.63% |
$230K - $259K
|
39K
$3.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-3.24K- 17.53% |
$231K - $260K
|
15.2K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.35K- 32.6% |
$239K - $269K
|
6.93K
$638K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.36K- 2.76% |
$239K - $269K
|
118K
$10.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.48K- 7.74% |
$248K - $279K
|
41.4K
$3.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.54K- 0.43% |
$253K - $284K
|
820K
$75.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55K- 41.72% |
$253K - $285K
|
4.95K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.55K- 18.48% |
$253K - $285K
|
15.7K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.65K- 2.38% |
$260K - $293K
|
150K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-3.67K- 4.85% |
$262K - $295K
|
71.9K
$6.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
SELL
|
- |
-3.68K- 27.17% |
$263K - $296K
|
9.88K
$910K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.94K- 2.09% |
$281K - $316K
|
185K
$17M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.58K- 60.4% |
$327K - $368K
|
3K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.79K- 8.14% |
$342K - $385K
|
54.1K
$4.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.88K- 6.32% |
$349K - $392K
|
72.3K
$6.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4.92K- 5.44% |
$351K - $395K
|
85.5K
$7.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 6.42% |
$356K - $400K
|
72.6K
$6.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-5.26K- 3.94% |
$376K - $423K
|
128K
$11.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.5K- 34.44% |
$392K - $441K
|
10.5K
$964K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.85K- 22.5% |
$418K - $470K
|
20.2K
$1.86M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-5.86K- 1.45% |
$418K - $471K
|
397K
$36.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.9K- 3.34% |
$421K - $474K
|
171K
$15.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.91K- 7.92% |
$422K - $474K
|
68.7K
$6.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-5.91K- 11.37% |
$422K - $475K
|
46.1K
$4.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-6.04K- 5.36% |
$431K - $485K
|
107K
$9.82M
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6.64K- 8.56% |
$474K - $534K
|
71K
$6.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-6.73K- 14.31% |
$480K - $540K
|
40.3K
$3.71M
|