Purchases and Sales Made in Q1 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-428- 7.41% |
$30.2K - $32.8K
|
5.35K
$481K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-429- 75.26% |
$30.2K - $32.9K
|
141
$12.7K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-450- 7.51% |
$31.7K - $34.5K
|
5.55K
$499K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-451- 0.6% |
$31.8K - $34.6K
|
74.8K
$6.72M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-462- 54.48% |
$32.6K - $35.4K
|
386
$34.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-506- 4.25% |
$35.7K - $38.8K
|
11.4K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-541- 2.74% |
$38.1K - $41.5K
|
19.2K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-558- 0.57% |
$39.3K - $42.8K
|
96.9K
$8.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-591- 3.35% |
$41.6K - $45.3K
|
17.1K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-592- 1.66% |
$41.7K - $45.4K
|
35K
$3.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-599- 11.09% |
$42.2K - $45.9K
|
4.8K
$432K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-599- 1.0% |
$42.2K - $45.9K
|
59.5K
$5.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-601- 3.14% |
$42.4K - $46.1K
|
18.5K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-609- 36.19% |
$42.9K - $46.7K
|
1.07K
$96.6K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-621- 5.89% |
$43.8K - $47.6K
|
9.92K
$892K
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-656- 6.48% |
$46.2K - $50.3K
|
9.46K
$851K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-687- 7.7% |
$48.4K - $52.7K
|
8.24K
$741K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-696- 4.79% |
$49K - $53.4K
|
13.8K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-729- 0.74% |
$51.4K - $55.9K
|
97.8K
$8.8M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-733- 0.69% |
$51.7K - $56.2K
|
106K
$9.51M
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-740- 10.86% |
$52.1K - $56.8K
|
6.08K
$547K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-750- 5.55% |
$52.9K - $57.5K
|
12.8K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-857- 33.32% |
$60.4K - $65.7K
|
1.72K
$154K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-905- 4.98% |
$63.8K - $69.4K
|
17.3K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-930- 11.36% |
$65.5K - $71.3K
|
7.26K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-933- 3.84% |
$65.7K - $71.6K
|
23.4K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-944- 15.48% |
$66.5K - $72.4K
|
5.15K
$463K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-954- 15.17% |
$67.2K - $73.2K
|
5.33K
$480K
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-999- 15.98% |
$70.4K - $76.6K
|
5.25K
$472K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.02K- 0.65% |
$71.5K - $77.8K
|
155K
$13.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.05K- 3.63% |
$74.1K - $80.7K
|
27.9K
$2.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.09K- 6.53% |
$76.8K - $83.6K
|
15.6K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 3.1% |
$78.5K - $85.4K
|
34.8K
$3.13M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.12K- 47.52% |
$79K - $86K
|
1.24K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.14K- 1.71% |
$80.5K - $87.7K
|
65.8K
$5.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.17K- 8.23% |
$82.7K - $90K
|
13.1K
$1.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.28K- 7.35% |
$90.1K - $98.1K
|
16.1K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.29K- 1.29% |
$91.1K - $99.2K
|
99K
$8.9M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.35K- 28.71% |
$95K - $103K
|
3.35K
$301K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.36K- 1.74% |
$95.8K - $104K
|
76.5K
$6.88M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.51K- 1.04% |
$106K - $116K
|
144K
$12.9M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 0.38% |
$110K - $120K
|
412K
$37.1M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.57K- 8.23% |
$110K - $120K
|
17.5K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.61K- 1.25% |
$113K - $123K
|
127K
$11.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.67K- 36.65% |
$117K - $128K
|
2.88K
$259K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.74K- 2.15% |
$123K - $134K
|
79.4K
$7.14M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.85K- 20.23% |
$131K - $142K
|
7.3K
$657K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.88K- 34.91% |
$132K - $144K
|
3.5K
$315K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.92K- 13.99% |
$135K - $147K
|
11.8K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2K- 94.79% |
$141K - $153K
|
110
$9.89K
|