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 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 21.27% |
$1.14M - $1.19M
|
47.2K
$4.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.5K- 4.99% |
$1.21M - $1.27M
|
257K
$23.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-13.8K- 68.89% |
$1.24M - $1.29M
|
6.23K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-14.4K- 19.76% |
$1.29M - $1.35M
|
58.5K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-15.5K- 26.36% |
$1.39M - $1.46M
|
43.4K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-16.6K- 22.37% |
$1.49M - $1.56M
|
57.7K
$5.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-16.8K- 4.33% |
$1.51M - $1.58M
|
372K
$34.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18.2K- 41.67% |
$1.63M - $1.7M
|
25.4K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.8K- 1.73% |
$1.77M - $1.85M
|
1.12M
$103M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.7K- 0.67% |
$1.85M - $1.94M
|
3.06M
$281M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.7K- 24.78% |
$2.03M - $2.13M
|
68.8K
$6.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.9K- 44.08% |
$2.32M - $2.42M
|
32.8K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-28K- 70.57% |
$2.52M - $2.63M
|
11.7K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1K- 40.97% |
$2.52M - $2.63M
|
40.5K
$3.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-28.9K- 42.44% |
$2.6M - $2.71M
|
39.2K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.8K- 7.58% |
$2.68M - $2.8M
|
364K
$33.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 60.0% |
$2.82M - $2.95M
|
21K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.6K- 2.97% |
$3.19M - $3.33M
|
1.16M
$106M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-37.1K- 44.28% |
$3.33M - $3.48M
|
46.7K
$4.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 24.49% |
$3.54M - $3.69M
|
122K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.9K- 9.34% |
$3.58M - $3.74M
|
387K
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-41.1K- 5.33% |
$3.69M - $3.86M
|
730K
$66.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41.1K- 2.4% |
$3.69M - $3.86M
|
1.67M
$153M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-60.1K- 25.82% |
$5.4M - $5.64M
|
173K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.1K- 0.76% |
$5.57M - $5.82M
|
8.08M
$741M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-63.1K- 14.9% |
$5.66M - $5.92M
|
360K
$33.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-102K- 6.78% |
$9.19M - $9.6M
|
1.41M
$129M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-166K- 51.55% |
$14.9M - $15.6M
|
156K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-168K- 2.82% |
$15M - $15.7M
|
5.78M
$530M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-190K- 3.78% |
$17.1M - $17.8M
|
4.85M
$445M
|
|