Purchases and Sales Made in Q2 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
749KNew |
$53.4M - $56.3M
|
749K
$64.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
555KNew |
$39.5M - $41.7M
|
555K
$48M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
281K+ 3.32% |
$20M - $21.1M
|
8.74M
$755M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
273KNew |
$19.4M - $20.5M
|
273K
$23.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
247KNew |
$17.6M - $18.6M
|
247K
$21.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
203K+ 198.35% |
$14.4M - $15.2M
|
305K
$26.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
152K+ 9.72% |
$10.8M - $11.4M
|
1.72M
$148M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
146K+ 265.31% |
$10.4M - $10.9M
|
200K
$17.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 11.95% |
$9.87M - $10.4M
|
1.3M
$112M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136K+ 6.02% |
$9.66M - $10.2M
|
2.39M
$207M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
101K+ 1382.83% |
$7.16M - $7.55M
|
108K
$9.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
86.6K+ 22.37% |
$6.17M - $6.5M
|
474K
$40.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
75.5KNew |
$5.38M - $5.67M
|
75.5K
$6.53M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
64.3K+ 781.03% |
$4.58M - $4.82M
|
72.5K
$6.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
56.4KNew |
$4.02M - $4.24M
|
56.4K
$4.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
48.5K+ 34.68% |
$3.45M - $3.64M
|
188K
$16.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
47.1K+ 4233.9% |
$3.35M - $3.53M
|
48.2K
$4.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.4KNew |
$3.09M - $3.26M
|
43.4K
$3.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.5K+ 44.47% |
$2.89M - $3.04M
|
132K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
40.3K+ 427.74% |
$2.87M - $3.03M
|
49.7K
$4.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36.8K+ 65.61% |
$2.62M - $2.76M
|
92.9K
$8.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.8K+ 12.82% |
$2.34M - $2.46M
|
289K
$24.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6K+ 386.29% |
$2.25M - $2.37M
|
39.7K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.6K+ 168.75% |
$2.11M - $2.22M
|
47.2K
$4.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.6K+ 23.56% |
$2.11M - $2.22M
|
155K
$13.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
29.2K+ 97.55% |
$2.08M - $2.19M
|
59.2K
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
28.3K+ 10.18% |
$2.02M - $2.13M
|
307K
$26.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
26.7K+ 6.53% |
$1.9M - $2M
|
435K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.6K+ 9.26% |
$1.9M - $2M
|
314K
$27.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
25.4K+ 11.82% |
$1.81M - $1.91M
|
240K
$20.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.5K+ 24.85% |
$1.74M - $1.84M
|
123K
$10.6M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
24.2K+ 6.57% |
$1.72M - $1.81M
|
392K
$33.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.3K+ 1.76% |
$1.66M - $1.75M
|
1.35M
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
22.5KNew |
$1.6M - $1.69M
|
22.5K
$1.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
19.3KNew |
$1.37M - $1.45M
|
19.3K
$1.67M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.8K+ 32.0% |
$1.34M - $1.41M
|
77.5K
$6.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1K+ 3.26% |
$1.29M - $1.36M
|
572K
$49.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.23M - $1.3M
|
17.3K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.1K+ 363.46% |
$1.22M - $1.28M
|
21.8K
$1.88M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16K+ 1377.41% |
$1.14M - $1.2M
|
17.1K
$1.48M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.6K+ 23.48% |
$1.11M - $1.17M
|
82.2K
$7.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.2K+ 33.17% |
$1.08M - $1.14M
|
60.9K
$5.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
14.6KNew |
$1.04M - $1.1M
|
14.6K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.2K+ 14.02% |
$1.01M - $1.06M
|
115K
$9.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$861K - $908K
|
12.1K
$1.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.8K+ 11.93% |
$841K - $887K
|
111K
$9.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$797K - $840K
|
11.2K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.2KNew |
$795K - $838K
|
11.2K
$965K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
11.1K+ 60.34% |
$790K - $833K
|
29.5K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.9K+ 34.16% |
$774K - $816K
|
42.7K
$3.69M
|