Purchases and Sales Made in Q4 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2024. 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 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.59KNew |
$314K - $337K
|
3.59K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 5.38% |
$298K - $319K
|
66.5K
$6M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.14K+ 48.98% |
$275K - $295K
|
9.54K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.05K+ 1.81% |
$267K - $287K
|
172K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.94KNew |
$257K - $276K
|
2.94K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.91KNew |
$255K - $273K
|
2.91K
$262K
|
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$247K - $265K
|
2.82K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71KNew |
$237K - $254K
|
2.71K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.69KNew |
$235K - $252K
|
2.69K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67K+ 8.71% |
$234K - $251K
|
33.3K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.65K+ 5.49% |
$232K - $249K
|
51K
$4.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.62K+ 3358.97% |
$230K - $246K
|
2.7K
$243K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
2.62K+ 0.55% |
$229K - $246K
|
481K
$43.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.56K+ 73.75% |
$224K - $241K
|
6.04K
$545K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
2.46K+ 1.81% |
$215K - $231K
|
138K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$214K - $230K
|
2.45K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$208K - $223K
|
2.37K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.23K+ 27.25% |
$195K - $210K
|
10.4K
$940K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.17K+ 5.79% |
$190K - $204K
|
39.6K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.11K+ 4.49% |
$185K - $198K
|
49.1K
$4.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.06K+ 15.16% |
$180K - $193K
|
15.6K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.05K+ 11.29% |
$180K - $193K
|
20.2K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.02K+ 64.84% |
$177K - $190K
|
5.13K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2K+ 45.22% |
$175K - $188K
|
6.42K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.98KNew |
$173K - $186K
|
1.98K
$178K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 1.94% |
$166K - $178K
|
99.7K
$9M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.84K+ 9.17% |
$161K - $173K
|
21.9K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67K+ 9.5% |
$146K - $157K
|
19.2K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.67K+ 0.82% |
$146K - $157K
|
206K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.66K+ 70.64% |
$145K - $156K
|
4.01K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.44% |
$143K - $154K
|
38.5K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 8.66% |
$129K - $139K
|
18.5K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.46K+ 3.19% |
$128K - $137K
|
47.1K
$4.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 4.94% |
$127K - $136K
|
30.8K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.45K+ 16.65% |
$127K - $136K
|
10.1K
$915K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 5.83% |
$119K - $128K
|
24.7K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.34K+ 2.88% |
$118K - $126K
|
47.9K
$4.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$116K - $125K
|
1.33K
$120K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.14K+ 13.1% |
$99.9K - $107K
|
9.84K
$888K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.13KNew |
$98.6K - $106K
|
1.13K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.87% |
$98.2K - $105K
|
20.2K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 36.63% |
$88.1K - $94.5K
|
3.75K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$87.6K - $94K
|
1K
$90.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
985New |
$86.3K - $92.6K
|
985
$88.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
950+ 1.12% |
$83.2K - $89.3K
|
86.1K
$7.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
940+ 162.91% |
$82.4K - $88.4K
|
1.52K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
940+ 9.5% |
$82.4K - $88.4K
|
10.8K
$978K
|