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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-29- 0.64% |
$2.6K - $2.72K
|
4.51K
$414K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-32- 1.08% |
$2.87K - $3K
|
2.94K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-35- 1.13% |
$3.14K - $3.28K
|
3.07K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-40- 1.76% |
$3.59K - $3.75K
|
2.24K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-40- 0.52% |
$3.59K - $3.75K
|
7.62K
$699K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-45- 1.11% |
$4.04K - $4.22K
|
4K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-57- 8.64% |
$5.11K - $5.34K
|
603
$55.3K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-57- 1.65% |
$5.11K - $5.34K
|
3.39K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-60- 0.53% |
$5.38K - $5.62K
|
11.3K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-61- 0.39% |
$5.47K - $5.72K
|
15.8K
$1.45M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-63- 1.0% |
$5.65K - $5.91K
|
6.21K
$569K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-65- 3.75% |
$5.83K - $6.09K
|
1.67K
$153K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-69- 1.72% |
$6.19K - $6.47K
|
3.95K
$362K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-79- 2.61% |
$7.09K - $7.41K
|
2.95K
$270K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 0.04% |
$7.54K - $7.87K
|
223K
$20.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-85- 0.3% |
$7.63K - $7.97K
|
27.8K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-95- 1.56% |
$8.52K - $8.91K
|
6.01K
$551K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-97- 2.56% |
$8.7K - $9.09K
|
3.69K
$338K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-108- 12.19% |
$9.69K - $10.1K
|
778
$71.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-112- 2.76% |
$10K - $10.5K
|
3.95K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-115- 0.1% |
$10.3K - $10.8K
|
118K
$10.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-124- 0.98% |
$11.1K - $11.6K
|
12.5K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-130- 1.93% |
$11.7K - $12.2K
|
6.59K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-130- 0.44% |
$11.7K - $12.2K
|
29.2K
$2.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-139- 2.82% |
$12.5K - $13K
|
4.8K
$440K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-151- 0.03% |
$13.5K - $14.2K
|
571K
$52.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-153- 4.27% |
$13.7K - $14.3K
|
3.43K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-171- 0.8% |
$15.3K - $16K
|
21.2K
$1.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-173- 3.91% |
$15.5K - $16.2K
|
4.25K
$390K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-189- 7.3% |
$17K - $17.7K
|
2.4K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-194- 0.25% |
$17.4K - $18.2K
|
78.6K
$7.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-199- 3.72% |
$17.9K - $18.7K
|
5.15K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-207- 4.13% |
$18.6K - $19.4K
|
4.8K
$440K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-213- 24.71% |
$19.1K - $20K
|
649
$59.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-215- 9.28% |
$19.3K - $20.2K
|
2.1K
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-216- 2.24% |
$19.4K - $20.2K
|
9.44K
$865K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-218- 0.59% |
$19.6K - $20.4K
|
36.7K
$3.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-219- 1.4% |
$19.6K - $20.5K
|
15.5K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-224- 3.07% |
$20.1K - $21K
|
7.07K
$649K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-228- 7.02% |
$20.5K - $21.4K
|
3.02K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-231- 0.86% |
$20.7K - $21.7K
|
26.7K
$2.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-234- 0.81% |
$21K - $21.9K
|
28.8K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-244- 1.01% |
$21.9K - $22.9K
|
23.9K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-245- 2.18% |
$22K - $23K
|
11K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-246- 83.11% |
$22.1K - $23.1K
|
50
$4.59K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-252- 0.43% |
$22.6K - $23.6K
|
59K
$5.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-261- 1.37% |
$23.4K - $24.5K
|
18.8K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-280- 14.66% |
$25.1K - $26.2K
|
1.63K
$149K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-282- 9.78% |
$25.3K - $26.4K
|
2.6K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-288- 5.42% |
$25.8K - $27K
|
5.03K
$461K
|
|