Purchases and Sales Made in Q3 2025 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 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
Oct 31, 2025 Q3 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
71
+ 2.8%
$6.37K - $6.66K
2.61K $239K
Nov 13, 2025 Q3 2025
Wealthspire Advisors, LLC

New York, NY
BUY
 -
67
New
$6.01K - $6.28K
67 $6.14K
Oct 31, 2025 Q3 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
59
+ 0.12%
$5.29K - $5.53K
48.4K $4.43M
Nov 07, 2025 Q3 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
52
+ 1.39%
$4.67K - $4.87K
3.81K $349K
Oct 28, 2025 Q3 2025
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
46
+ 0.25%
$4.13K - $4.31K
18.7K $1.71M
Nov 10, 2025 Q3 2025
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
44
New
$3.95K - $4.12K
44 $4.03K
Nov 12, 2025 Q3 2025
Blair William & CO

Chicago, IL
BUY
 -
35
+ 0.53%
$3.14K - $3.28K
6.64K $609K
Oct 06, 2025 Q3 2025
Heartwood Wealth Advisors LLC

BUY
 -
34
New
$3.05K - $3.19K
34 $3.12K
Oct 27, 2025 Q3 2025
Morey & Quinn Wealth Partners, LLC

Omaha, NE
BUY
 -
33
+ 0.04%
$2.96K - $3.09K
82.7K $7.58M
Oct 29, 2025 Q3 2025
Cascade Investment Group, Inc.

Colorado Springs, CO
BUY
 -
31
+ 0.58%
$2.78K - $2.91K
5.4K $495K
Oct 21, 2025 Q3 2025
Wealth Management Associates, Inc.

Cherry Hill, NJ
BUY
 -
20
+ 0.61%
$1.79K - $1.87K
3.27K $300K
Oct 28, 2025 Q3 2025
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
18
+ 0.33%
$1.61K - $1.69K
5.49K $503K
Oct 09, 2025 Q3 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
16
+ 0.15%
$1.44K - $1.5K
10.9K $999K
Oct 29, 2025 Q3 2025
Chicago Partners Investment Group LLC

BUY
 -
14
+ 0.13%
$1.26K - $1.31K
11.1K $1.01M
Nov 06, 2025 Q3 2025
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
13
New
$1.17K - $1.22K
13 $1.19K
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
12
+ 0.06%
$1.08K - $1.12K
18.8K $1.72M
Oct 06, 2025 Q3 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
11
+ 0.29%
$987 - $1.03K
3.81K $349K
Nov 12, 2025 Q3 2025
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
9
+ 0.21%
$807 - $844
4.2K $385K
Nov 13, 2025 Q3 2025
Russell Investments Group, Ltd.

BUY
 -
6
+ 0.54%
$538 - $562
1.13K $103K
Oct 15, 2025 Q3 2025
Cypress Wealth Services, LLC

BUY
 -
5
+ 0.21%
$449 - $469
2.37K $217K
Nov 13, 2025 Q3 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
5
+ 0.1%
$449 - $469
4.94K $453K
Oct 24, 2025 Q3 2025
Citizens Financial Group Inc

BUY
 -
5
+ 0.08%
$449 - $469
6.55K $600K
Oct 22, 2025 Q3 2025
Bernardo Wealth Planning LLC

BUY
 -
5
+ 0.01%
$449 - $469
58.4K $5.36M
Oct 31, 2025 Q3 2025
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
4
+ 0.01%
$359 - $375
29.1K $2.66M
Nov 12, 2025 Q3 2025
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3
+ 0.25%
$269 - $281
1.2K $110K
Nov 07, 2025 Q3 2025
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
3
+ 0.04%
$269 - $281
6.7K $614K
Oct 29, 2025 Q3 2025
Beacon Financial Advisory LLC

BUY
 -
3
+ 0.02%
$269 - $281
16.2K $1.48M
Oct 27, 2025 Q3 2025
N.E.W. Advisory Services LLC

BUY
 -
2
+ 0.24%
$179 - $187
833 $76.4K
Nov 03, 2025 Q3 2025
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
2
+ 0.05%
$179 - $187
3.97K $364K
Oct 23, 2025 Q3 2025
Bay Colony Advisory Group, Inc D

BUY
 -
2
+ 0.05%
$179 - $187
4.41K $404K
Nov 14, 2025 Q3 2025
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1
+ 0.0%
$89.7 - $93.7
39.3K $3.61M
Nov 04, 2025 Q3 2025
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
1
+ 0.19%
$89.7 - $93.7
533 $48.9K
Oct 17, 2025 Q3 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
1
+ 0.03%
$89.7 - $93.7
3.19K $292K
Nov 03, 2025 Q3 2025
Tidemark, LLC

San Diego, CA
BUY
 -
1
+ 0.08%
$89.7 - $93.7
1.25K $115K
Nov 07, 2025 Q3 2025
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1
+ 0.02%
$89.7 - $93.7
4.41K $404K
Oct 10, 2025 Q3 2025
Sound Income Strategies, LLC

BUY
 -
0
New
$0 - $0
0 $0
Nov 14, 2025 Q3 2025
Spectrum Wealth Advisory Group, LLC

SELL
 -
-3
- 0.04%
$269 - $281
6.83K $626K
Nov 12, 2025 Q3 2025
Creekmur Asset Management LLC

Morton, IL
SELL
 -
-4
- 3.74%
$359 - $375
103 $9.45K
Nov 05, 2025 Q3 2025
Waterloo Capital, L.P.

Austin, TX
SELL
 -
-4
- 0.01%
$359 - $375
41K $3.76M
Oct 15, 2025 Q3 2025
First Premier Bank

SELL
 -
-4
- 0.03%
$359 - $375
15.2K $1.4M
Jan 05, 2026 Q3 2025
Holos Integrated Wealth LLC

Kennett Square, PA
SELL
 -
-4
- 0.03%
$359 - $375
12.3K $1.13M
Oct 22, 2025 Q3 2025
Cottonwood Capital Advisors, LLC

SELL
 -
-5
- 0.03%
$449 - $469
19.5K $1.79M
Oct 28, 2025 Q3 2025
Gilliland Jeter Wealth Management LLC

Little Rock, AR
SELL
 -
-9
- 0.11%
$807 - $844
8.46K $776K
Nov 07, 2025 Q3 2025
Wealth Care Investment Partners, LLC

SELL
 -
-9
- 0.36%
$807 - $844
2.49K $228K
Nov 12, 2025 Q3 2025
Hfg Advisors, Inc.

SELL
 -
-13
- 0.07%
$1.17K - $1.22K
19.9K $1.83M
Nov 13, 2025 Q3 2025
River Front Investment Group, LLC

Richmond, VA
SELL
 -
-20
- 0.75%
$1.79K - $1.87K
2.63K $242K
Oct 24, 2025 Q3 2025
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-20
- 0.84%
$1.79K - $1.87K
2.36K $216K
Oct 10, 2025 Q3 2025
Envision Financial LLC

Brookfield, WI
SELL
 -
-23
- 0.09%
$2.06K - $2.16K
24.9K $2.28M
Oct 28, 2025 Q3 2025
Jnba Financial Advisors

SELL
 -
-25
- 17.73%
$2.24K - $2.34K
116 $10.6K

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