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 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-452- 1.59% |
$39.6K - $42.5K
|
28K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-500- 3.5% |
$43.8K - $47K
|
13.8K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-500- 4.5% |
$43.8K - $47K
|
10.6K
$954K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-550- 2.25% |
$48.2K - $51.7K
|
23.9K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-674- 6.08% |
$59.1K - $63.4K
|
10.4K
$935K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-678- 2.7% |
$59.4K - $63.8K
|
24.4K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-832- 1.37% |
$72.9K - $78.2K
|
59.9K
$5.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-978- 22.67% |
$85.7K - $92K
|
3.34K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.16K- 17.73% |
$102K - $109K
|
5.38K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 2.62% |
$110K - $118K
|
46.7K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 7.11% |
$138K - $149K
|
20.6K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.7K- 32.88% |
$149K - $160K
|
3.46K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 6.41% |
$178K - $191K
|
29.6K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.24K- 13.51% |
$284K - $305K
|
20.7K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 4.8% |
$323K - $346K
|
73K
$6.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.65K- 11.39% |
$670K - $719K
|
59.5K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.77K- 9.0% |
$856K - $918K
|
98.7K
$8.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-10.4K- 22.0% |
$913K - $980K
|
36.9K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-12.2K- 36.88% |
$1.07M - $1.15M
|
20.9K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-18.6K- 6.79% |
$1.63M - $1.75M
|
255K
$22.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20.6K- 89.01% |
$1.8M - $1.93M
|
2.54K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22.7K- 46.27% |
$1.99M - $2.14M
|
26.4K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-24K- 20.72% |
$2.1M - $2.25M
|
91.7K
$8.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.9K- 45.37% |
$4.72M - $5.07M
|
64.9K
$5.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72.8K- 99.91% |
$6.38M - $6.85M
|
67
$6.02K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.08M- 98.72% |
$270M - $290M
|
39.9K
$3.59M
|