Purchases and Sales Made in Q4 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2024. 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 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.6KNew |
$2.5M - $2.69M
|
28.6K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.4KNew |
$2.31M - $2.48M
|
26.4K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.5K+ 36.91% |
$2.23M - $2.39M
|
94.4K
$8.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 8.62% |
$2.1M - $2.26M
|
302K
$27.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.21K+ 303.83% |
$632K - $678K
|
9.58K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.81KNew |
$509K - $547K
|
5.81K
$522K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.75K+ 535.71% |
$329K - $353K
|
4.45K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.74K+ 6.68% |
$328K - $352K
|
59.7K
$5.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.65K+ 5.49% |
$232K - $249K
|
51K
$4.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.62K+ 3358.97% |
$230K - $246K
|
2.7K
$242K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
2.62K+ 0.55% |
$229K - $246K
|
481K
$43.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.56K+ 73.75% |
$224K - $241K
|
6.04K
$542K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.11K+ 4.49% |
$185K - $198K
|
49.1K
$4.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 4.94% |
$127K - $136K
|
30.8K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 5.83% |
$119K - $128K
|
24.7K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
950+ 1.12% |
$83.2K - $89.3K
|
86.1K
$7.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
749+ 3.88% |
$65.6K - $70.4K
|
20K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 34.48% |
$51.9K - $55.7K
|
2.31K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
558+ 5.71% |
$48.9K - $52.5K
|
10.3K
$928K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
548+ 12.49% |
$48K - $51.5K
|
4.94K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
538+ 2.38% |
$47.1K - $50.6K
|
23.2K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
520+ 1.04% |
$45.6K - $48.9K
|
50.7K
$4.56M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
483+ 8.59% |
$42.3K - $45.4K
|
6.11K
$548K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
469+ 4.03% |
$41.1K - $44.1K
|
12.1K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
436+ 8.3% |
$38.2K - $41K
|
5.69K
$511K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
419+ 4.71% |
$36.7K - $39.4K
|
9.32K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$22K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
198+ 6.79% |
$17.3K - $18.6K
|
3.11K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
153New |
$13.4K - $14.4K
|
153
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
100+ 1.0% |
$8.76K - $9.4K
|
10.1K
$907K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.99% |
$4.82K - $5.17K
|
2.82K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
27+ 0.27% |
$2.37K - $2.54K
|
10.2K
$916K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
25+ 0.45% |
$2.19K - $2.35K
|
5.58K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.47% |
$1.84K - $1.97K
|
4.5K
$404K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 0.04% |
$1.66K - $1.79K
|
52K
$4.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7+ 0.1% |
$613 - $658
|
6.93K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6+ 0.24% |
$526 - $564
|
2.48K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$175 - $188
|
5.51K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-19- 0.25% |
$1.66K - $1.79K
|
7.58K
$681K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-22- 0.13% |
$1.93K - $2.07K
|
16.7K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-73- 0.71% |
$6.4K - $6.86K
|
10.3K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-104- 2.66% |
$9.11K - $9.78K
|
3.81K
$342K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-127- 2.61% |
$11.1K - $11.9K
|
4.75K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-190- 0.31% |
$16.6K - $17.9K
|
61.2K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-315- 3.35% |
$27.6K - $29.6K
|
9.09K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-319- 1.0% |
$28K - $30K
|
31.5K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-348- 2.11% |
$30.5K - $32.7K
|
16.1K
$1.45M
|