Purchases and Sales Made in Q1 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2025. 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 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190+ 1.88% |
$16.4K - $17.4K
|
10.3K
$944K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
186+ 0.93% |
$16.1K - $17K
|
20.1K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 0.59% |
$15.8K - $16.7K
|
30.9K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
170+ 3.6% |
$14.7K - $15.5K
|
4.89K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
157New |
$13.6K - $14.3K
|
157
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 0.38% |
$12.7K - $13.4K
|
38.5K
$3.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$11.7K - $12.3K
|
135
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
102+ 3.23% |
$8.81K - $9.32K
|
3.26K
$299K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
99+ 133.78% |
$8.55K - $9.04K
|
173
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
77+ 1.35% |
$6.65K - $7.03K
|
5.77K
$529K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 2.34% |
$6.65K - $7.03K
|
3.37K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
63+ 2.82% |
$5.44K - $5.76K
|
2.3K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
60New |
$5.18K - $5.48K
|
60
$5.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59+ 0.08% |
$5.1K - $5.39K
|
75.2K
$6.9M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
55New |
$4.75K - $5.02K
|
55
$5.04K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
52New |
$4.49K - $4.75K
|
52
$4.77K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
51+ 0.32% |
$4.41K - $4.66K
|
15.9K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$3.28K - $3.47K
|
38
$3.48K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 0.69% |
$3.02K - $3.2K
|
5.12K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.26% |
$2.51K - $2.65K
|
11K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.98% |
$2.16K - $2.28K
|
2.59K
$237K
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
15+ 0.15% |
$1.3K - $1.37K
|
10.2K
$936K
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
BUY
|
- |
14+ 0.25% |
$1.21K - $1.28K
|
5.59K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$1.12K - $1.19K
|
10.9K
$996K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13+ 0.2% |
$1.12K - $1.19K
|
6.55K
$600K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.24% |
$1.04K - $1.1K
|
4.94K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12+ 0.25% |
$1.04K - $1.1K
|
4.89K
$449K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.24% |
$950 - $1K
|
4.51K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.02% |
$950 - $1K
|
47.9K
$4.39M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10New |
$864 - $914
|
10
$917
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9+ 0.19% |
$778 - $822
|
4.66K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7+ 0.02% |
$605 - $639
|
33.3K
$3.05M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.06% |
$346 - $365
|
6.55K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$259 - $274
|
1.19K
$109K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3+ 0.11% |
$259 - $274
|
2.69K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.05% |
$259 - $274
|
6.21K
$569K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.12% |
$259 - $274
|
2.48K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.65% |
$173 - $183
|
312
$28.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.09% |
$173 - $183
|
2.3K
$211K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$173 - $183
|
2
$183
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.04% |
$173 - $183
|
5.12K
$470K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.02% |
$86.4 - $91.4
|
6.09K
$558K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$86.4 - $91.4
|
1
$91.7
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.96% |
$86.4 - $91.4
|
50
$4.59K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10- 0.88% |
$864 - $914
|
1.12K
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11- 3.59% |
$950 - $1K
|
295
$27.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-11- 0.17% |
$950 - $1K
|
6.58K
$603K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.41% |
$1.3K - $1.37K
|
3.66K
$335K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.44% |
$1.73K - $1.83K
|
800
$73.4K
|
|