Purchases and Sales Made in Q2 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.75K+ 4.09% |
$386K - $454K
|
146K
$12.6M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.55K+ 42.71% |
$373K - $439K
|
18.6K
$1.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.48K+ 1.85% |
$368K - $433K
|
301K
$26M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
5.08K+ 6.9% |
$341K - $401K
|
78.6K
$6.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.03K+ 2.3% |
$338K - $398K
|
224K
$19.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.99K+ 6.64% |
$335K - $394K
|
80.1K
$6.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.48KNew |
$301K - $353K
|
4.48K
$387K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.32K+ 6.61% |
$290K - $341K
|
69.6K
$6.01M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.1KNew |
$275K - $324K
|
4.1K
$354K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.08K+ 126.61% |
$274K - $322K
|
7.3K
$630K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
3.94K+ 137.21% |
$265K - $311K
|
6.82K
$589K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$258K - $304K
|
3.85K
$332K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
3.76KNew |
$253K - $297K
|
3.76K
$325K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.54K+ 17.58% |
$238K - $280K
|
23.7K
$2.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.42KNew |
$230K - $270K
|
3.42K
$295K
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.42K+ 4.49% |
$229K - $270K
|
79.5K
$6.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.39K+ 98.03% |
$228K - $268K
|
6.85K
$592K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.29K+ 17.5% |
$221K - $260K
|
22.1K
$1.91M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.13K+ 3.06% |
$210K - $247K
|
105K
$9.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.12K+ 1.93% |
$209K - $246K
|
164K
$14.2M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.09K+ 22.41% |
$208K - $244K
|
16.9K
$1.46M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.07K+ 3.67% |
$206K - $243K
|
86.9K
$7.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.07KNew |
$206K - $242K
|
3.07K
$265K
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.03K+ 16.13% |
$204K - $240K
|
21.8K
$1.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.95K+ 3.94% |
$198K - $233K
|
77.7K
$6.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
2.89K+ 1.32% |
$194K - $228K
|
222K
$19.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$193K - $227K
|
2.88K
$249K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 101.02% |
$186K - $218K
|
5.5K
$475K
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
2.72K+ 4.14% |
$183K - $215K
|
68.5K
$5.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.72K+ 2.53% |
$183K - $215K
|
110K
$9.53M
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.43K+ 78.86% |
$163K - $192K
|
5.5K
$475K
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.33K+ 3.28% |
$157K - $184K
|
73.4K
$6.34M
|
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
BUY
|
- |
2.3K+ 15.14% |
$155K - $182K
|
17.5K
$1.51M
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.25K+ 43.26% |
$151K - $178K
|
7.44K
$643K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.12K+ 6.18% |
$142K - $167K
|
36.4K
$3.15M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91K+ 7.58% |
$128K - $151K
|
27.1K
$2.34M
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.9K+ 3.96% |
$127K - $150K
|
49.8K
$4.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.89K+ 67.6% |
$127K - $149K
|
4.69K
$405K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.81K+ 17.75% |
$121K - $143K
|
12K
$1.04M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.64K+ 3.82% |
$110K - $129K
|
44.5K
$3.85M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.62K+ 15.23% |
$109K - $128K
|
12.2K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.44KNew |
$96.4K - $113K
|
1.44K
$124K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.32K+ 2.6% |
$88.8K - $104K
|
52.1K
$4.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.32K+ 125.98% |
$88.6K - $104K
|
2.37K
$204K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.31K+ 2.88% |
$87.9K - $103K
|
46.7K
$4.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.27K+ 1.39% |
$85.1K - $100K
|
92.6K
$8M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
1.19K+ 18.09% |
$80.1K - $94.1K
|
7.78K
$672K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.16K+ 4.97% |
$77.7K - $91.3K
|
24.4K
$2.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.11KNew |
$74.7K - $87.8K
|
1.11K
$96.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.07K+ 2.53% |
$72.1K - $84.7K
|
43.4K
$3.75M
|