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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-22.1K- 65.82% |
$1.56M - $1.7M
|
11.5K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-22.6K- 11.89% |
$1.59M - $1.73M
|
167K
$15.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-24.1K- 29.18% |
$1.7M - $1.85M
|
58.5K
$5.26M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-27.6K- 68.31% |
$1.95M - $2.12M
|
12.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-31.5K- 4.48% |
$2.22M - $2.41M
|
671K
$60.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31.7K- 1.56% |
$2.24M - $2.43M
|
2.01M
$181M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-34.8K- 54.7% |
$2.45M - $2.67M
|
28.8K
$2.59M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-43.4K- 20.33% |
$3.06M - $3.33M
|
170K
$15.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-45.3K- 27.11% |
$3.19M - $3.47M
|
122K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-45.4K- 9.34% |
$3.2M - $3.48M
|
441K
$39.6M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-68.9K- 95.25% |
$4.86M - $5.29M
|
3.44K
$309K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-78.8K- 8.38% |
$5.56M - $6.05M
|
862K
$77.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-106K- 18.54% |
$7.5M - $8.16M
|
467K
$42M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-121K- 63.64% |
$8.55M - $9.31M
|
69.3K
$6.23M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-132K- 9.08% |
$9.32M - $10.1M
|
1.32M
$119M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-153K- 16.24% |
$10.8M - $11.8M
|
791K
$71.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-196K- 6.76% |
$13.8M - $15M
|
2.7M
$243M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-282K- 8.38% |
$19.9M - $21.7M
|
3.09M
$278M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-460K- 5.81% |
$32.4M - $35.3M
|
7.46M
$671M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-661K- 13.02% |
$46.5M - $50.7M
|
4.41M
$397M
|