Purchases and Sales Made in Q4 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.27K+ 16.41% |
$489K - $573K
|
51.6K
$4.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.25KNew |
$488K - $571K
|
7.25K
$627K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
7.25K+ 8.43% |
$488K - $571K
|
93.2K
$8.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.23K+ 13.75% |
$486K - $569K
|
59.8K
$5.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.83KNew |
$459K - $538K
|
6.83K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.77K+ 2.95% |
$456K - $533K
|
236K
$20.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.67KNew |
$449K - $525K
|
6.67K
$576K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.81KNew |
$391K - $457K
|
5.81K
$502K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.35KNew |
$360K - $421K
|
5.35K
$462K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.13K+ 3.42% |
$345K - $404K
|
155K
$13.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.99K+ 55.19% |
$336K - $393K
|
14K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.93K+ 4.27% |
$331K - $388K
|
120K
$10.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.74KNew |
$319K - $373K
|
4.74K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.67KNew |
$314K - $367K
|
4.67K
$403K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.58K+ 75.62% |
$308K - $361K
|
10.6K
$920K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.33K+ 6.71% |
$291K - $341K
|
68.9K
$5.95M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.15K+ 15.62% |
$279K - $327K
|
30.7K
$2.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.04K+ 26.32% |
$272K - $318K
|
19.4K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.89K+ 13.89% |
$262K - $307K
|
31.9K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.84K+ 33.81% |
$258K - $302K
|
15.2K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.73KNew |
$251K - $294K
|
3.73K
$322K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.42K+ 55.87% |
$230K - $269K
|
9.53K
$823K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.39K+ 9.6% |
$228K - $267K
|
38.7K
$3.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.33K+ 35.78% |
$224K - $262K
|
12.6K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.32K+ 20.55% |
$223K - $261K
|
19.5K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.27K+ 23.12% |
$220K - $257K
|
17.4K
$1.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.2K+ 6.49% |
$215K - $252K
|
52.6K
$4.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.01KNew |
$202K - $237K
|
3.01K
$260K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.91KNew |
$196K - $229K
|
2.91K
$251K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.9KNew |
$195K - $228K
|
2.9K
$251K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
2.88K+ 10.47% |
$194K - $227K
|
30.4K
$2.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.79KNew |
$188K - $220K
|
2.79K
$241K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$188K - $220K
|
2.79K
$241K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.78KNew |
$187K - $219K
|
2.78K
$240K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.76KNew |
$185K - $217K
|
2.76K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.69KNew |
$181K - $212K
|
2.69K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.68KNew |
$180K - $211K
|
2.68K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2.42K+ 31.41% |
$163K - $190K
|
10.1K
$874K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.31K+ 2.17% |
$155K - $182K
|
109K
$9.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 2.82% |
$129K - $150K
|
69.6K
$6.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.89K+ 1.0% |
$127K - $149K
|
190K
$16.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 1.9% |
$123K - $144K
|
98.3K
$8.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.82K+ 4.71% |
$122K - $143K
|
40.5K
$3.5M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.81KNew |
$122K - $143K
|
1.81K
$157K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.78K+ 0.91% |
$120K - $140K
|
197K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.7K+ 6.53% |
$114K - $134K
|
27.7K
$2.39M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.64K+ 4004.88% |
$110K - $129K
|
1.68K
$145K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.55KNew |
$104K - $122K
|
1.55K
$134K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.53KNew |
$103K - $120K
|
1.53K
$132K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.46K+ 37.07% |
$98.3K - $115K
|
5.4K
$467K
|