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
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-702- 13.51% |
$63K - $65.8K
|
4.5K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-742- 13.38% |
$66.6K - $69.6K
|
4.8K
$440K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-760- 6.97% |
$68.2K - $71.2K
|
10.1K
$930K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-798- 22.98% |
$71.6K - $74.8K
|
2.68K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-847- 18.91% |
$76K - $79.4K
|
3.63K
$333K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-852- 5.03% |
$76.4K - $79.9K
|
16.1K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-859- 12.25% |
$77.1K - $80.5K
|
6.15K
$564K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-861- 3.68% |
$77.2K - $80.7K
|
22.5K
$2.06M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-885- 9.64% |
$79.4K - $83K
|
8.3K
$761K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-934- 5.17% |
$83.8K - $87.6K
|
17.1K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-940- 95.05% |
$84.3K - $88.1K
|
49
$4.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-961- 19.03% |
$86.2K - $90.1K
|
4.09K
$375K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-970- 53.92% |
$87K - $90.9K
|
829
$76K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.01K- 24.27% |
$90.5K - $94.6K
|
3.15K
$289K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 6.97% |
$91.8K - $95.9K
|
13.7K
$1.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-1.04K- 2.57% |
$92.9K - $97.1K
|
39.4K
$3.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-1.04K- 1.81% |
$93.4K - $97.6K
|
56.3K
$5.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.07K- 12.4% |
$96.1K - $100K
|
7.57K
$694K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.16K- 19.31% |
$104K - $108K
|
4.83K
$443K
|
|
|
Nov 10, 2025
Q3 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-1.19K- 3.41% |
$107K - $112K
|
33.7K
$3.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.23K- 8.4% |
$110K - $115K
|
13.4K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.29K- 2.49% |
$116K - $121K
|
50.8K
$4.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.33K- 9.57% |
$119K - $124K
|
12.5K
$1.15M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.36K- 12.09% |
$122K - $127K
|
9.89K
$907K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 4.36% |
$124K - $130K
|
30.3K
$2.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.39K- 3.4% |
$125K - $131K
|
39.5K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.44K- 2.08% |
$129K - $135K
|
67.5K
$6.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.45K- 4.99% |
$130K - $135K
|
27.5K
$2.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 7.44% |
$130K - $136K
|
18K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.5K- 5.72% |
$134K - $141K
|
24.7K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.52K- 8.56% |
$136K - $142K
|
16.2K
$1.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.59K- 3.72% |
$142K - $149K
|
41.1K
$3.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.62K- 3.16% |
$146K - $152K
|
49.7K
$4.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.64K- 7.18% |
$147K - $154K
|
21.3K
$1.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-1.66K- 24.17% |
$149K - $155K
|
5.2K
$477K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.71K- 10.19% |
$153K - $160K
|
15K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-1.78K- 4.03% |
$159K - $167K
|
42.3K
$3.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.81K- 5.32% |
$162K - $170K
|
32.2K
$2.95M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.81K- 3.05% |
$163K - $170K
|
57.6K
$5.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.88K- 5.18% |
$169K - $177K
|
34.5K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 3.23% |
$170K - $178K
|
56.8K
$5.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 24.04% |
$172K - $179K
|
6.05K
$555K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 2.6% |
$175K - $183K
|
73.3K
$6.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.98K- 5.13% |
$177K - $185K
|
36.5K
$3.35M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.98K- 6.25% |
$178K - $186K
|
29.8K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.02K- 23.81% |
$181K - $189K
|
6.45K
$591K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.05K- 20.0% |
$184K - $192K
|
8.21K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.06K- 6.11% |
$185K - $193K
|
31.7K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.07K- 28.0% |
$186K - $194K
|
5.33K
$489K
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-2.11K- 2.08% |
$189K - $198K
|
99.4K
$9.11M
|
|