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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-524- 8.0% |
$38.5K - $43.9K
|
6.03K
$521K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-567- 2.93% |
$41.7K - $47.5K
|
18.8K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-567- 1.66% |
$41.7K - $47.5K
|
33.6K
$2.9M
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-614- 9.44% |
$45.2K - $51.5K
|
5.89K
$509K
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-628- 6.52% |
$46.2K - $52.6K
|
9K
$777K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-661- 2.48% |
$48.6K - $55.4K
|
26K
$2.25M
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-675- 13.65% |
$49.6K - $56.6K
|
4.27K
$369K
|
|
May 13, 2022
Q1 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-675- 18.0% |
$49.6K - $56.6K
|
3.08K
$266K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-680- 12.72% |
$50K - $57K
|
4.67K
$403K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-683- 17.5% |
$50.2K - $57.2K
|
3.22K
$278K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-693- 0.57% |
$51K - $58.1K
|
121K
$10.4M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-695- 1.35% |
$51.1K - $58.2K
|
50.7K
$4.38M
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-727- 1.19% |
$53.5K - $60.9K
|
60.2K
$5.2M
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-748- 25.13% |
$55K - $62.7K
|
2.23K
$192K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-959- 1.67% |
$70.5K - $80.4K
|
56.4K
$4.88M
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.01K- 4.81% |
$74K - $84.3K
|
19.9K
$1.72M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.01K- 1.13% |
$74.4K - $84.8K
|
88.6K
$7.65M
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-1.04K- 1.69% |
$76.3K - $87K
|
60.4K
$5.22M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.09KClosed |
$79.9K - $91.1K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.12KClosed |
$82.1K - $93.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 10.86% |
$83.5K - $95.1K
|
9.32K
$805K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.16K- 11.31% |
$85.5K - $97.4K
|
9.11K
$787K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.23KClosed |
$90.2K - $103K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.26K- 8.48% |
$92.5K - $105K
|
13.6K
$1.17M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.32K- 1.73% |
$97.2K - $111K
|
75.1K
$6.49M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.42K- 6.09% |
$105K - $119K
|
21.9K
$1.89M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.48K- 8.48% |
$109K - $124K
|
16K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.51K- 5.7% |
$111K - $126K
|
24.9K
$2.15M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.52KClosed |
$112K - $127K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.54K- 11.4% |
$114K - $129K
|
12K
$1.04M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$118K - $135K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-1.63K- 1.62% |
$120K - $137K
|
98.9K
$8.55M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.64K- 0.34% |
$120K - $137K
|
480K
$41.5M
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.78K- 14.52% |
$131K - $149K
|
10.5K
$903K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.01K- 14.72% |
$148K - $168K
|
11.6K
$1.01M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.01K- 2.07% |
$148K - $169K
|
95.3K
$8.23M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.12K- 16.98% |
$156K - $177K
|
10.3K
$894K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.13K- 16.7% |
$156K - $178K
|
10.6K
$917K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.25K- 30.2% |
$165K - $188K
|
5.2K
$449K
|
|
Nov 14, 2024
Q1 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.43K- 2.6% |
$179K - $204K
|
91.1K
$7.87M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.46KClosed |
$181K - $206K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.68K- 30.07% |
$197K - $225K
|
6.24K
$539K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-2.81KClosed |
$207K - $235K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.95K- 4.85% |
$217K - $247K
|
57.7K
$4.99M
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.01K- 12.3% |
$221K - $252K
|
21.5K
$1.85M
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $287K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.73K- 31.03% |
$274K - $312K
|
8.28K
$715K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.79KClosed |
$278K - $317K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.91K- 4.73% |
$287K - $327K
|
78.7K
$6.8M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.96K- 8.13% |
$291K - $332K
|
44.7K
$3.86M
|