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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
855+ 2.45% |
$74.9K - $80.4K
|
35.8K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
817New |
$71.6K - $76.8K
|
817
$73.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
761+ 7.52% |
$66.7K - $71.6K
|
10.9K
$974K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
749+ 3.88% |
$65.6K - $70.4K
|
20K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
729+ 0.89% |
$63.9K - $68.5K
|
82.7K
$7.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
700+ 3.47% |
$61.3K - $65.8K
|
20.9K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
679+ 30.29% |
$59.5K - $63.8K
|
2.92K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
629+ 15.44% |
$55.1K - $59.1K
|
4.7K
$421K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 34.48% |
$51.9K - $55.7K
|
2.31K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
578+ 1.27% |
$50.6K - $54.3K
|
46K
$4.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
558+ 5.71% |
$48.9K - $52.5K
|
10.3K
$925K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
557+ 14.32% |
$48.8K - $52.4K
|
4.45K
$398K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
548+ 12.49% |
$48K - $51.5K
|
4.94K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
538+ 2.38% |
$47.1K - $50.6K
|
23.2K
$2.07M
|
|
|
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
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
504+ 34.17% |
$44.2K - $47.4K
|
1.98K
$177K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
483+ 8.59% |
$42.3K - $45.4K
|
6.11K
$547K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
469+ 4.03% |
$41.1K - $44.1K
|
12.1K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
454+ 1.24% |
$39.8K - $42.7K
|
36.9K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
448+ 20.3% |
$39.3K - $42.1K
|
2.66K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
437+ 15.88% |
$38.3K - $41.1K
|
3.19K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
436+ 8.3% |
$38.2K - $41K
|
5.69K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
433New |
$37.9K - $40.7K
|
433
$38.8K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
426+ 1.15% |
$37.3K - $40.1K
|
37.5K
$3.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
419+ 4.71% |
$36.7K - $39.4K
|
9.32K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
411+ 3.22% |
$36K - $38.6K
|
13.2K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
362+ 1.1% |
$31.7K - $34K
|
33.2K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
346+ 1.84% |
$30.3K - $32.5K
|
19.1K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
317+ 3.74% |
$27.8K - $29.8K
|
8.79K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
301+ 5.33% |
$26.4K - $28.3K
|
5.95K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
298+ 4.77% |
$26.1K - $28K
|
6.55K
$586K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
276+ 6.85% |
$24.2K - $26K
|
4.31K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
270+ 7.21% |
$23.7K - $25.4K
|
4.02K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
267+ 3.06% |
$23.4K - $25.1K
|
8.99K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
247+ 0.61% |
$21.6K - $23.2K
|
41K
$3.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$21.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
245+ 0.82% |
$21.5K - $23K
|
30.2K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
242+ 0.94% |
$21.2K - $22.8K
|
26.1K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
233+ 0.48% |
$20.4K - $21.9K
|
48.4K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 2.15% |
$17.8K - $19.1K
|
9.63K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
200New |
$17.5K - $18.8K
|
200
$17.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
198+ 6.79% |
$17.3K - $18.6K
|
3.11K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
183+ 20.65% |
$16K - $17.2K
|
1.07K
$95.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
175New |
$15.3K - $16.5K
|
175
$15.7K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
174+ 2.88% |
$15.2K - $16.4K
|
6.21K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
166+ 6.51% |
$14.5K - $15.6K
|
2.72K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
154+ 1.44% |
$13.5K - $14.5K
|
10.9K
$972K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
153New |
$13.4K - $14.4K
|
153
$13.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
138+ 1.6% |
$12.1K - $13K
|
8.76K
$785K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
134+ 1.14% |
$11.7K - $12.6K
|
11.9K
$1.07M
|