Purchases and Sales Made in Q3 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.83K+ 4.04% |
$434K - $453K
|
125K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
4.61K+ 7.88% |
$413K - $432K
|
63.1K
$5.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.59K+ 2.86% |
$412K - $431K
|
165K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.5K+ 87.84% |
$404K - $422K
|
9.62K
$882K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.2KNew |
$376K - $393K
|
4.2K
$385K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.13K+ 10.58% |
$371K - $387K
|
43.2K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.11K+ 4.09% |
$368K - $385K
|
104K
$9.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.05K+ 167.99% |
$364K - $380K
|
6.46K
$593K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.94K+ 1.53% |
$354K - $370K
|
262K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.79KNew |
$340K - $355K
|
3.79K
$347K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.77KNew |
$338K - $354K
|
3.77K
$346K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.72KNew |
$334K - $349K
|
3.72K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.51K+ 3.33% |
$315K - $329K
|
109K
$9.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.48KNew |
$312K - $326K
|
3.48K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.37KNew |
$302K - $316K
|
3.37K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.33KNew |
$298K - $312K
|
3.33K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.27K+ 115.09% |
$293K - $306K
|
6.1K
$560K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.97KNew |
$267K - $279K
|
2.97K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.84KNew |
$254K - $266K
|
2.84K
$260K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.69KNew |
$241K - $252K
|
2.69K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.47KNew |
$222K - $232K
|
2.47K
$227K
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
2.45K+ 16.67% |
$220K - $230K
|
17.2K
$1.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Holistic Financial Partners
|
BUY
|
- |
2.41K+ 2.09% |
$216K - $226K
|
118K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.39KNew |
$214K - $224K
|
2.39K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.35K+ 7.53% |
$211K - $220K
|
33.5K
$3.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
2.29KNew |
$205K - $215K
|
2.29K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.24K+ 7.52% |
$201K - $210K
|
32K
$2.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.23K+ 29.36% |
$200K - $209K
|
9.8K
$899K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.19KNew |
$196K - $205K
|
2.19K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.17K+ 5.01% |
$195K - $203K
|
45.5K
$4.17M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.16KNew |
$194K - $203K
|
2.16K
$198K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.15K+ 12.16% |
$192K - $201K
|
19.8K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.11K+ 67.19% |
$189K - $198K
|
5.24K
$481K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 4.43% |
$186K - $194K
|
48.9K
$4.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 6.91% |
$177K - $185K
|
30.6K
$2.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
1.95K+ 18.74% |
$175K - $183K
|
12.4K
$1.13M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.81K+ 274.96% |
$163K - $170K
|
2.47K
$227K
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.75K+ 3.08% |
$157K - $164K
|
58.7K
$5.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.73K+ 14.48% |
$155K - $162K
|
13.6K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.7KNew |
$153K - $159K
|
1.7K
$156K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.39K+ 0.63% |
$124K - $130K
|
223K
$20.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
1.29K+ 6.83% |
$116K - $121K
|
20.1K
$1.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.25K+ 4.89% |
$112K - $117K
|
26.7K
$2.45M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 4.55% |
$110K - $115K
|
28.2K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.21K+ 2.53% |
$108K - $113K
|
48.9K
$4.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.08K+ 7.42% |
$96.4K - $101K
|
15.6K
$1.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.02K+ 3.15% |
$91.2K - $95.3K
|
33.3K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
921+ 149.03% |
$82.6K - $86.3K
|
1.54K
$141K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
887+ 9.2% |
$79.6K - $83.1K
|
10.5K
$965K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
832+ 1.18% |
$74.6K - $78K
|
71.1K
$6.52M
|
|