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 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$116K - $125K
|
1.33K
$122K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.14K+ 13.1% |
$99.9K - $107K
|
9.84K
$903K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.13KNew |
$98.6K - $106K
|
1.13K
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.87% |
$98.2K - $105K
|
20.2K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 36.63% |
$88.1K - $94.5K
|
3.75K
$344K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$87.6K - $94K
|
1K
$91.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
985New |
$86.3K - $92.6K
|
985
$90.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
950+ 1.12% |
$83.2K - $89.3K
|
86.1K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
940+ 162.91% |
$82.4K - $88.4K
|
1.52K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
940+ 9.5% |
$82.4K - $88.4K
|
10.8K
$994K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
931+ 19.32% |
$81.6K - $87.5K
|
5.75K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
925+ 38.43% |
$81K - $87K
|
3.33K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
861+ 11.96% |
$75.4K - $81K
|
8.06K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
855+ 2.45% |
$74.9K - $80.4K
|
35.8K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
817New |
$71.6K - $76.8K
|
817
$75K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
761+ 7.52% |
$66.7K - $71.6K
|
10.9K
$998K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
749+ 3.88% |
$65.6K - $70.4K
|
20K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
729+ 0.89% |
$63.9K - $68.5K
|
82.7K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
700+ 3.47% |
$61.3K - $65.8K
|
20.9K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
679+ 30.29% |
$59.5K - $63.8K
|
2.92K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
629+ 15.44% |
$55.1K - $59.1K
|
4.7K
$432K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 34.48% |
$51.9K - $55.7K
|
2.31K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
578+ 1.27% |
$50.6K - $54.3K
|
46K
$4.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
558+ 5.71% |
$48.9K - $52.5K
|
10.3K
$948K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
557+ 14.32% |
$48.8K - $52.4K
|
4.45K
$408K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
548+ 12.49% |
$48K - $51.5K
|
4.94K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
538+ 2.38% |
$47.1K - $50.6K
|
23.2K
$2.13M
|
|
|
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
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
504+ 34.17% |
$44.2K - $47.4K
|
1.98K
$182K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
483+ 8.59% |
$42.3K - $45.4K
|
6.11K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
469+ 4.03% |
$41.1K - $44.1K
|
12.1K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
454+ 1.24% |
$39.8K - $42.7K
|
36.9K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
448+ 20.3% |
$39.3K - $42.1K
|
2.66K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
437+ 15.88% |
$38.3K - $41.1K
|
3.19K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
436+ 8.3% |
$38.2K - $41K
|
5.69K
$522K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
433New |
$37.9K - $40.7K
|
433
$39.7K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
426+ 1.15% |
$37.3K - $40.1K
|
37.5K
$3.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
419+ 4.71% |
$36.7K - $39.4K
|
9.32K
$855K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
411+ 3.22% |
$36K - $38.6K
|
13.2K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
362+ 1.1% |
$31.7K - $34K
|
33.2K
$3.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
346+ 1.84% |
$30.3K - $32.5K
|
19.1K
$1.75M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
342New |
$30K - $32.2K
|
342
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
317+ 3.74% |
$27.8K - $29.8K
|
8.79K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
301+ 5.33% |
$26.4K - $28.3K
|
5.95K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
298+ 4.77% |
$26.1K - $28K
|
6.55K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
276+ 6.85% |
$24.2K - $26K
|
4.31K
$395K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
270+ 7.21% |
$23.7K - $25.4K
|
4.02K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
267+ 3.06% |
$23.4K - $25.1K
|
8.99K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
247+ 0.61% |
$21.6K - $23.2K
|
41K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
245+ 0.82% |
$21.5K - $23K
|
30.2K
$2.77M
|