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
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-438- 6.71% |
$38.4K - $41.2K
|
6.09K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-445- 0.94% |
$39K - $41.8K
|
47K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-452- 1.59% |
$39.6K - $42.5K
|
28K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-454- 1.35% |
$39.8K - $42.7K
|
33.1K
$2.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-457- 1.18% |
$40K - $43K
|
38.3K
$3.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-463- 1.13% |
$40.6K - $43.5K
|
40.4K
$3.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-470- 4.04% |
$41.2K - $44.2K
|
11.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-470- 9.03% |
$41.2K - $44.2K
|
4.74K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-491- 12.98% |
$43K - $46.2K
|
3.29K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-500- 3.5% |
$43.8K - $47K
|
13.8K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-500- 4.5% |
$43.8K - $47K
|
10.6K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-500- 3.29% |
$43.8K - $47K
|
14.7K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-525- 4.45% |
$46K - $49.4K
|
11.3K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-526- 1.47% |
$46.1K - $49.5K
|
35.2K
$3.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-550- 2.25% |
$48.2K - $51.7K
|
23.9K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-553- 10.82% |
$48.5K - $52K
|
4.56K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-566- 0.27% |
$49.6K - $53.2K
|
209K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-581- 14.69% |
$50.9K - $54.6K
|
3.37K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-587- 0.07% |
$51.4K - $55.2K
|
879K
$79.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-597- 22.13% |
$52.3K - $56.1K
|
2.1K
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-636- 12.91% |
$55.7K - $59.8K
|
4.29K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-643- 0.82% |
$56.3K - $60.5K
|
77.9K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-646- 0.89% |
$56.6K - $60.7K
|
71.9K
$6.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-674- 6.08% |
$59.1K - $63.4K
|
10.4K
$939K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-678- 2.7% |
$59.4K - $63.8K
|
24.4K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-679- 37.14% |
$59.5K - $63.8K
|
1.15K
$104K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-710- 3.3% |
$62.2K - $66.8K
|
20.8K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-717- 1.81% |
$62.8K - $67.4K
|
38.8K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-730- 24.13% |
$64K - $68.6K
|
2.3K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-740- 2.81% |
$64.8K - $69.6K
|
25.6K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-780- 18.57% |
$68.3K - $73.3K
|
3.42K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-785- 11.01% |
$68.8K - $73.8K
|
6.35K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-804- 0.37% |
$70.4K - $75.6K
|
215K
$19.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-807- 10.32% |
$70.7K - $75.9K
|
7.01K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-811- 5.44% |
$71.1K - $76.3K
|
14.1K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-832- 1.37% |
$72.9K - $78.2K
|
59.9K
$5.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-854- 5.11% |
$74.8K - $80.3K
|
15.9K
$1.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-884- 0.34% |
$77.5K - $83.1K
|
259K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-895- 11.06% |
$78.4K - $84.2K
|
7.2K
$650K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-978- 22.67% |
$85.7K - $92K
|
3.34K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 24.39% |
$87.6K - $94K
|
3.1K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.02K- 3.31% |
$88.9K - $95.4K
|
29.7K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.03K- 2.33% |
$90.6K - $97.2K
|
43.3K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.07K- 6.06% |
$93.7K - $101K
|
16.6K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.07K- 17.56% |
$93.8K - $101K
|
5.03K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 26.9% |
$94.5K - $101K
|
2.93K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.08K- 20.02% |
$94.8K - $102K
|
4.32K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.12K- 2.29% |
$98.3K - $106K
|
47.8K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.16K- 17.73% |
$102K - $109K
|
5.38K
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 2.62% |
$110K - $118K
|
46.7K
$4.22M
|