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 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
828+ 3.29% |
$74.3K - $77.6K
|
26K
$2.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
825+ 5.78% |
$74K - $77.3K
|
15.1K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
762+ 46.81% |
$68.4K - $71.4K
|
2.39K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
727+ 3.49% |
$65.2K - $68.1K
|
21.6K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
685+ 3.03% |
$61.5K - $64.2K
|
23.3K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
681+ 6.06% |
$61.1K - $63.8K
|
11.9K
$1.09M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
648+ 1.37% |
$58.1K - $60.7K
|
48K
$4.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
626+ 6.62% |
$56.2K - $58.7K
|
10.1K
$924K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
605New |
$54.3K - $56.7K
|
605
$55.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
586+ 4.67% |
$52.6K - $54.9K
|
13.1K
$1.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
570+ 7.67% |
$51.1K - $53.4K
|
8K
$734K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
569+ 1.23% |
$51.1K - $53.3K
|
47K
$4.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
541+ 33.5% |
$48.5K - $50.7K
|
2.16K
$198K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
531+ 9.54% |
$47.6K - $49.8K
|
6.1K
$559K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
504+ 4.08% |
$45.2K - $47.2K
|
12.9K
$1.18M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
449New |
$40.3K - $42.1K
|
449
$41.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
440+ 10.93% |
$39.5K - $41.2K
|
4.46K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
426+ 9.66% |
$38.2K - $39.9K
|
4.84K
$444K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
400New |
$35.9K - $37.5K
|
400
$36.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
377+ 2.57% |
$33.8K - $35.3K
|
15K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
376+ 84.49% |
$33.7K - $35.2K
|
821
$75.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
360+ 2.05% |
$32.3K - $33.7K
|
17.9K
$1.64M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
324+ 2.34% |
$29.1K - $30.4K
|
14.1K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
319New |
$28.6K - $29.9K
|
319
$29.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
315+ 11.82% |
$28.3K - $29.5K
|
2.98K
$273K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
312New |
$28K - $29.2K
|
312
$28.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
296+ 0.29% |
$26.6K - $27.7K
|
103K
$9.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
294New |
$26.4K - $27.6K
|
294
$27K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
283+ 4.56% |
$25.4K - $26.5K
|
6.49K
$595K
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
209New |
$18.8K - $19.6K
|
209
$19.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 2.92% |
$18K - $18.8K
|
7.1K
$651K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$17.9K - $18.7K
|
200
$18.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
199+ 4.31% |
$17.9K - $18.7K
|
4.81K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
164New |
$14.7K - $15.4K
|
164
$15K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
164+ 1.77% |
$14.7K - $15.4K
|
9.44K
$866K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.03% |
$13.9K - $14.5K
|
15.2K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
148+ 6.52% |
$13.3K - $13.9K
|
2.42K
$222K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
147+ 0.75% |
$13.2K - $13.8K
|
19.7K
$1.81M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
142+ 12.31% |
$12.7K - $13.3K
|
1.3K
$119K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
136+ 0.37% |
$12.2K - $12.7K
|
37.3K
$3.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
130+ 20.54% |
$11.7K - $12.2K
|
763
$70K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
128+ 1.09% |
$11.5K - $12K
|
11.9K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
125New |
$11.2K - $11.7K
|
125
$11.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
114+ 1.96% |
$10.2K - $10.7K
|
5.94K
$545K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
109+ 0.93% |
$9.78K - $10.2K
|
11.8K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
105+ 1.47% |
$9.42K - $9.84K
|
7.23K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
92+ 1.58% |
$8.25K - $8.62K
|
5.93K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
89+ 1.24% |
$7.99K - $8.34K
|
7.29K
$668K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 0.37% |
$7.18K - $7.5K
|
21.5K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
75New |
$6.73K - $7.03K
|
75
$6.88K
|
|