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 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.16K- 2.44% |
$193K - $202K
|
86.2K
$7.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.17K- 7.35% |
$195K - $203K
|
27.3K
$2.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.2K- 11.15% |
$198K - $207K
|
17.6K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.27K- 9.83% |
$203K - $213K
|
20.8K
$1.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 38.49% |
$204K - $214K
|
3.64K
$334K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 2.28% |
$205K - $214K
|
98.2K
$9.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 9.86% |
$206K - $215K
|
21K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-2.33K- 32.65% |
$209K - $218K
|
4.81K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.33K- 11.19% |
$209K - $219K
|
18.5K
$1.7M
|
|
|
Nov 25, 2025
Q3 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.49K- 50.0% |
$223K - $233K
|
2.49K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.54K- 0.76% |
$228K - $238K
|
331K
$30.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.56K- 2.33% |
$230K - $240K
|
107K
$9.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.63K- 27.22% |
$236K - $246K
|
7.03K
$644K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 4.85% |
$239K - $250K
|
52.2K
$4.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.81K- 5.58% |
$252K - $264K
|
47.6K
$4.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.94K- 3.88% |
$264K - $276K
|
72.9K
$6.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-3.01K- 22.38% |
$270K - $282K
|
10.4K
$957K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.01K- 15.91% |
$270K - $282K
|
15.9K
$1.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.07K- 2.21% |
$275K - $287K
|
135K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-3.24K- 4.06% |
$291K - $304K
|
76.7K
$7.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-3.27K- 2.83% |
$293K - $306K
|
112K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.28K- 4.03% |
$294K - $307K
|
78K
$7.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-3.39K- 6.02% |
$304K - $318K
|
53K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.5K- 7.81% |
$314K - $328K
|
41.3K
$3.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.52K- 13.6% |
$316K - $330K
|
22.4K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.58K- 4.09% |
$321K - $336K
|
83.9K
$7.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-3.77K- 4.08% |
$339K - $354K
|
88.7K
$8.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.79K- 22.36% |
$340K - $355K
|
13.1K
$1.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.85K- 3.38% |
$346K - $361K
|
110K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-3.9K- 43.82% |
$350K - $365K
|
5K
$458K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.91K- 62.7% |
$351K - $366K
|
2.32K
$213K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.14K- 4.43% |
$371K - $388K
|
89.2K
$8.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-4.5K- 14.63% |
$404K - $422K
|
26.2K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.65K- 0.48% |
$417K - $436K
|
971K
$89.1M
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-4.74K- 23.33% |
$425K - $444K
|
15.6K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.77K- 25.08% |
$428K - $447K
|
14.2K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.27K- 6.58% |
$473K - $494K
|
74.8K
$6.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-5.42K- 1.65% |
$487K - $508K
|
322K
$29.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.96K- 10.19% |
$534K - $558K
|
52.5K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.98K- 56.45% |
$536K - $560K
|
4.61K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.56K- 27.02% |
$589K - $615K
|
17.7K
$1.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.62K- 0.58% |
$593K - $620K
|
1.13M
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-6.84K- 4.23% |
$613K - $641K
|
155K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.27K- 14.45% |
$652K - $681K
|
43K
$3.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.82K- 39.59% |
$702K - $733K
|
11.9K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.09K- 3.51% |
$726K - $758K
|
223K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.7K- 19.21% |
$964K - $1.01M
|
45.2K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11K- 6.15% |
$989K - $1.03M
|
168K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.4K- 28.1% |
$1.02M - $1.07M
|
29.1K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12K- 93.29% |
$1.08M - $1.12M
|
862
$79K
|
|