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 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-31- 0.06% |
$2.72K - $2.91K
|
48.4K
$4.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-35- 0.2% |
$3.07K - $3.29K
|
17.9K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.08% |
$3.5K - $3.76K
|
3.67K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.82% |
$3.59K - $3.86K
|
4.93K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-42- 0.6% |
$3.68K - $3.95K
|
6.99K
$626K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-43- 1.44% |
$3.77K - $4.04K
|
2.95K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-49- 0.69% |
$4.29K - $4.61K
|
7.08K
$634K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-62- 0.46% |
$5.43K - $5.83K
|
13.5K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-72- 1.46% |
$6.31K - $6.77K
|
4.87K
$436K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-73- 0.71% |
$6.4K - $6.86K
|
10.3K
$919K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-75- 2.05% |
$6.57K - $7.05K
|
3.59K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-90- 0.76% |
$7.89K - $8.46K
|
11.7K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98- 10.21% |
$8.59K - $9.21K
|
862
$77.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-103- 0.73% |
$9.02K - $9.69K
|
14K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-104- 2.66% |
$9.11K - $9.78K
|
3.81K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-108- 1.19% |
$9.46K - $10.2K
|
8.94K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-114- 3.14% |
$9.99K - $10.7K
|
3.52K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-117- 3.57% |
$10.3K - $11K
|
3.16K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-126- 1.21% |
$11K - $11.8K
|
10.3K
$924K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-127- 12.91% |
$11.1K - $11.9K
|
857
$76.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-127- 2.61% |
$11.1K - $11.9K
|
4.75K
$425K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-130- 2.37% |
$11.4K - $12.2K
|
5.36K
$479K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 15.12% |
$13.1K - $14.1K
|
842
$75.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-171- 0.77% |
$15K - $16.1K
|
22K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-172- 4.97% |
$15.1K - $16.2K
|
3.29K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-172- 2.29% |
$15.1K - $16.2K
|
7.33K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-184- 63.23% |
$16.1K - $17.3K
|
107
$9.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-190- 0.31% |
$16.6K - $17.9K
|
61.2K
$5.48M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-196- 2.97% |
$17.2K - $18.4K
|
6.4K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-209- 2.15% |
$18.3K - $19.7K
|
9.52K
$852K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-214- 8.08% |
$18.8K - $20.1K
|
2.43K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-222- 7.29% |
$19.5K - $20.9K
|
2.82K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-247- 2.71% |
$21.6K - $23.2K
|
8.87K
$794K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-252- 0.7% |
$22.1K - $23.7K
|
35.9K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-278- 99.64% |
$24.4K - $26.1K
|
1
$89.5
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-281- 0.65% |
$24.6K - $26.4K
|
42.9K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-292- 1.75% |
$25.6K - $27.5K
|
16.4K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-300- 10.63% |
$26.3K - $28.2K
|
2.52K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-309- 1.17% |
$27.1K - $29.1K
|
26.2K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-315- 3.35% |
$27.6K - $29.6K
|
9.09K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-319- 1.0% |
$28K - $30K
|
31.5K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-330- 6.06% |
$28.9K - $31K
|
5.12K
$458K
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-348- 2.11% |
$30.5K - $32.7K
|
16.1K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-421- 4.74% |
$36.9K - $39.6K
|
8.46K
$758K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-437- 3.76% |
$38.3K - $41.1K
|
11.2K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-438- 6.71% |
$38.4K - $41.2K
|
6.09K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-445- 0.94% |
$39K - $41.8K
|
47K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-452- 1.59% |
$39.6K - $42.5K
|
28K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-454- 1.35% |
$39.8K - $42.7K
|
33.1K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-457- 1.18% |
$40K - $43K
|
38.3K
$3.43M
|