Purchases and Sales Made in Q1 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
640+ 20.02% |
$47.1K - $53.6K
|
3.84K
$345K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
614+ 10.43% |
$45.2K - $51.5K
|
6.5K
$585K
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
BUY
|
- |
560+ 9.18% |
$41.2K - $46.9K
|
6.66K
$599K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
536+ 1.3% |
$39.4K - $44.9K
|
41.8K
$3.76M
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
525+ 7.29% |
$38.6K - $44K
|
7.73K
$695K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
511New |
$37.6K - $42.8K
|
511
$46K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
510+ 1.05% |
$37.5K - $42.7K
|
49K
$4.41M
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
503+ 0.42% |
$37K - $42.2K
|
120K
$10.8M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 166.67% |
$36.8K - $41.9K
|
800
$71.9K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
496+ 2.15% |
$36.5K - $41.6K
|
23.6K
$2.12M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
482+ 3.76% |
$35.4K - $40.4K
|
13.3K
$1.2M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
438+ 6.58% |
$32.2K - $36.7K
|
7.1K
$638K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
424+ 13.7% |
$31.2K - $35.5K
|
3.52K
$317K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
408New |
$30K - $34.2K
|
408
$36.7K
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
382+ 4.26% |
$28.1K - $32K
|
9.34K
$840K
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
363New |
$26.7K - $30.4K
|
363
$32.6K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
359New |
$26.4K - $30.1K
|
359
$32.3K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
356+ 1.64% |
$26.2K - $29.8K
|
22.1K
$1.99M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
319+ 2.72% |
$23.5K - $26.7K
|
12.1K
$1.09M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
318+ 3.78% |
$23.4K - $26.6K
|
8.74K
$786K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
309+ 21.14% |
$22.7K - $25.9K
|
1.77K
$159K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
302+ 0.96% |
$22.2K - $25.3K
|
31.7K
$2.85M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
300New |
$22.1K - $25.1K
|
300
$27K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
300+ 8.57% |
$22.1K - $25.1K
|
3.8K
$342K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
294+ 0.85% |
$21.6K - $24.6K
|
35K
$3.15M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
293+ 4.65% |
$21.5K - $24.6K
|
6.59K
$593K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
290+ 1.26% |
$21.3K - $24.3K
|
23.3K
$2.09M
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
275+ 2.13% |
$20.2K - $23K
|
13.2K
$1.18M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
269+ 2.38% |
$19.8K - $22.5K
|
11.6K
$1.04M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
246New |
$18.1K - $20.6K
|
246
$22.1K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
225+ 3.35% |
$16.5K - $18.9K
|
6.95K
$625K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
205+ 0.82% |
$15.1K - $17.2K
|
25.2K
$2.26M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
202New |
$14.9K - $16.9K
|
202
$18.2K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
201+ 4.38% |
$14.8K - $16.8K
|
4.8K
$431K
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
181+ 2.08% |
$13.3K - $15.2K
|
8.87K
$798K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
178New |
$13.1K - $14.9K
|
178
$16K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
149+ 1.38% |
$11K - $12.5K
|
10.9K
$982K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
149+ 2483.33% |
$11K - $12.5K
|
155
$13.9K
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
146New |
$10.7K - $12.2K
|
146
$13.1K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
145+ 0.81% |
$10.7K - $12.2K
|
17.9K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
145+ 3.08% |
$10.7K - $12.2K
|
4.86K
$437K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
143+ 242.37% |
$10.5K - $12K
|
202
$18.2K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
139+ 2.54% |
$10.2K - $11.6K
|
5.62K
$505K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
138+ 0.33% |
$10.1K - $11.6K
|
42.4K
$3.81M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
121+ 4.63% |
$8.9K - $10.1K
|
2.74K
$246K
|
|
Apr 07, 2022
Q1 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
120+ 2.43% |
$8.82K - $10.1K
|
5.06K
$455K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
112+ 40.73% |
$8.24K - $9.39K
|
387
$34.8K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
100+ 30.21% |
$7.35K - $8.38K
|
431
$38.8K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
100+ 7.69% |
$7.35K - $8.38K
|
1.4K
$126K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
100+ 30.21% |
$7.35K - $8.38K
|
431
$38.8K
|