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 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-298- 4.54% |
$26.7K - $27.9K
|
6.26K
$574K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-300- 3.06% |
$26.9K - $28.1K
|
9.49K
$871K
|
|
|
Nov 14, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-300- 5.69% |
$26.9K - $28.1K
|
4.97K
$456K
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-302- 12.83% |
$27.1K - $28.3K
|
2.05K
$188K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-304- 9.05% |
$27.3K - $28.5K
|
3.05K
$280K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-305- 7.98% |
$27.4K - $28.6K
|
3.52K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-306- 0.42% |
$27.5K - $28.7K
|
72.6K
$6.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 0.61% |
$28.8K - $30.1K
|
52.7K
$4.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-330- 2.26% |
$29.6K - $30.9K
|
14.2K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-341- 9.32% |
$30.6K - $32K
|
3.32K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-342- 6.69% |
$30.7K - $32.1K
|
4.77K
$437K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-350- 32.17% |
$31.4K - $32.8K
|
738
$67.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-353- 3.8% |
$31.7K - $33.1K
|
8.94K
$820K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-357- 3.43% |
$32K - $33.5K
|
10.1K
$923K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-369- 2.27% |
$33.1K - $34.6K
|
15.9K
$1.45M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-378- 14.47% |
$33.9K - $35.4K
|
2.23K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-384- 1.3% |
$34.5K - $36K
|
29.1K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-392- 48.04% |
$35.2K - $36.7K
|
424
$38.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-393- 1.35% |
$35.3K - $36.8K
|
28.8K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-398- 4.13% |
$35.7K - $37.3K
|
9.24K
$847K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-399- 2.65% |
$35.8K - $37.4K
|
14.7K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Group
|
SELL
|
- |
-400- 13.31% |
$35.9K - $37.5K
|
2.61K
$239K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-406- 48.05% |
$36.4K - $38.1K
|
439
$40.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-407- 4.41% |
$36.5K - $38.2K
|
8.82K
$809K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-412- 1.93% |
$37K - $38.6K
|
21K
$1.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-412- 2.48% |
$37K - $38.6K
|
16.2K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-420- 0.93% |
$37.7K - $39.4K
|
44.9K
$4.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-445- 0.4% |
$39.9K - $41.7K
|
111K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-456- 4.3% |
$40.9K - $42.7K
|
10.2K
$932K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-466- 9.83% |
$41.8K - $43.7K
|
4.27K
$392K
|
|
|
Oct 06, 2025
Q3 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-476- 5.85% |
$42.7K - $44.6K
|
7.67K
$703K
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-480- 3.68% |
$43.1K - $45K
|
12.6K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-486- 26.28% |
$43.6K - $45.6K
|
1.36K
$125K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-489- 6.57% |
$43.9K - $45.8K
|
6.96K
$638K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-492- 11.09% |
$44.1K - $46.1K
|
3.95K
$362K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
SELL
|
- |
-494- 5.84% |
$44.3K - $46.3K
|
7.96K
$730K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-505- 0.85% |
$45.3K - $47.3K
|
59.2K
$5.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-522- 14.02% |
$46.8K - $48.9K
|
3.2K
$294K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-531- 1.43% |
$47.6K - $49.8K
|
36.7K
$3.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-533- 2.69% |
$47.8K - $50K
|
19.3K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-535- 2.44% |
$48K - $50.2K
|
21.4K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-547- 1.24% |
$49.1K - $51.3K
|
43.5K
$3.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-567- 13.99% |
$50.9K - $53.2K
|
3.49K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-570- 1.96% |
$51.1K - $53.4K
|
28.5K
$2.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-576- 5.64% |
$51.7K - $54K
|
9.64K
$884K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-586- 2.95% |
$52.6K - $54.9K
|
19.3K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-593- 21.72% |
$53.2K - $55.6K
|
2.14K
$196K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
SELL
|
- |
-634- 2.15% |
$56.9K - $59.4K
|
28.9K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-669- 5.99% |
$60K - $62.7K
|
10.5K
$963K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-701- 5.37% |
$62.9K - $65.7K
|
12.4K
$1.13M
|
|