Purchases and Sales Made in Q2 2023 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

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
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
10.7K
+ 5.13%
$763K - $805K
220K $19M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
10.3K
+ 10.21%
$736K - $776K
112K $9.64M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
10.3K
+ 22.51%
$733K - $773K
56K $4.84M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
9.86K
+ 9.33%
$703K - $741K
116K $9.98M
Aug 08, 2023 Q2 2023
Integrity Financial Corp

BUY
 -
9.79K
+ 8.16%
$698K - $735K
130K $11.2M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
9.46K
+ 8.66%
$674K - $711K
119K $10.3M
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
9.36K
+ 128.78%
$666K - $702K
16.6K $1.44M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
9.35K
+ 35.71%
$666K - $702K
35.5K $3.07M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
9.23K
New
$657K - $693K
9.23K $797K
Aug 14, 2023 Q2 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
9K
New
$641K - $676K
9K $778K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
8.72K
+ 122.62%
$621K - $655K
15.8K $1.37M
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
8.45K
New
$602K - $634K
8.45K $730K
Jul 18, 2023 Q2 2023
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
8.18K
+ 14.6%
$583K - $614K
64.2K $5.55M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
7.28K
+ 18.16%
$519K - $547K
47.4K $4.09M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
7.24K
+ 698.36%
$515K - $543K
8.27K $715K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.87K
+ 196.09%
$489K - $516K
10.4K $896K
Jul 24, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
6.83K
New
$486K - $512K
6.83K $590K
Jul 21, 2023 Q2 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
6.73K
+ 6.57%
$480K - $506K
109K $9.44M
Aug 08, 2023 Q2 2023
Concentrum Wealth Management

BUY
 -
6.72K
+ 20.72%
$478K - $504K
39.1K $3.38M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
6.21K
+ 31.03%
$442K - $466K
26.2K $2.27M
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
5.97K
+ 1.55%
$425K - $448K
390K $33.7M
Aug 14, 2023 Q2 2023
Stephens Inc

BUY
 -
5.84K
+ 8.87%
$416K - $438K
71.6K $6.19M
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

BUY
 -
5.65K
+ 137.87%
$403K - $425K
9.76K $843K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
5.3K
+ 27.33%
$378K - $398K
24.7K $2.13M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
5.04K
New
$359K - $379K
5.04K $436K
Jul 20, 2023 Q2 2023
Bensler, LLC

Bellevue, WA
BUY
 -
4.55K
+ 2.68%
$324K - $342K
174K $15.1M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
4.55K
New
$324K - $342K
4.55K $393K
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

BUY
 -
4.53K
+ 8.23%
$323K - $340K
59.6K $5.15M
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
4.49K
New
$319K - $337K
4.49K $387K
Aug 14, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
4.23K
+ 152.39%
$301K - $318K
7.01K $606K
Aug 11, 2023 Q2 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
4.09K
+ 1.87%
$291K - $307K
223K $19.3M
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
4K
+ 4.1%
$285K - $300K
101K $8.76M
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.99K
+ 11.46%
$284K - $299K
38.8K $3.35M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.84K
+ 11.67%
$273K - $288K
36.7K $3.17M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
3.66K
New
$261K - $275K
3.66K $316K
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
3.63K
+ 0.19%
$259K - $273K
1.96M $169M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
3.62K
+ 20.06%
$258K - $272K
21.7K $1.87M
Jul 31, 2023 Q2 2023
True Wealth Advisors, LLC

BUY
 -
3.57K
New
$254K - $268K
3.57K $308K
Jul 10, 2023 Q2 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
3.4K
+ 20.76%
$242K - $255K
19.8K $1.71M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
3.38K
New
$241K - $254K
3.38K $292K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
3.34K
+ 7.62%
$238K - $251K
47.2K $4.08M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
3.3K
+ 4.8%
$235K - $248K
72.1K $6.22M
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
3.26K
+ 2.79%
$232K - $245K
120K $10.4M
Jul 13, 2023 Q2 2023
Veriti Management LLC

BUY
 -
3.04K
New
$217K - $228K
3.04K $263K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
3.01K
New
$214K - $226K
3.01K $260K
Aug 11, 2023 Q2 2023
Signature Securities Group Corporation

BUY
 -
2.98K
New
$212K - $224K
2.98K $258K
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
2.98K
New
$212K - $224K
2.98K $257K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
2.92K
+ 169.97%
$208K - $219K
4.63K $400K
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
2.89K
New
$206K - $217K
2.89K $249K

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