Purchases and Sales Made in Q4 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
112KNew |
$10.2M - $10.5M
|
112K
$10.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
47.5KNew |
$4.3M - $4.46M
|
47.5K
$4.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41.6K+ 30.95% |
$3.77M - $3.9M
|
176K
$16.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
24.6K+ 392.85% |
$2.23M - $2.31M
|
30.9K
$2.83M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
19.3KNew |
$1.75M - $1.81M
|
19.3K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 70.49% |
$1.52M - $1.57M
|
40.5K
$3.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
10.5KNew |
$952K - $987K
|
10.5K
$964K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.81K+ 151.75% |
$616K - $639K
|
11.3K
$1.04M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
6.03K+ 3.62% |
$546K - $566K
|
173K
$15.8M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
4.13KNew |
$374K - $387K
|
4.13K
$378K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.88K+ 80.46% |
$352K - $364K
|
8.71K
$799K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.1K+ 4.19% |
$280K - $290K
|
76.9K
$7.05M
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
2.79K+ 5.94% |
$253K - $262K
|
49.8K
$4.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.65K+ 5.07% |
$240K - $248K
|
54.9K
$5.03M
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.64KNew |
$239K - $248K
|
2.64K
$242K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.96K+ 17.66% |
$178K - $184K
|
13.1K
$1.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.96K+ 5.89% |
$177K - $184K
|
35.2K
$3.23M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.72K+ 12.15% |
$156K - $161K
|
15.9K
$1.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.53K+ 23.69% |
$138K - $143K
|
7.98K
$732K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 5.73% |
$111K - $115K
|
22.7K
$2.08M
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.2K+ 7.74% |
$108K - $112K
|
16.7K
$1.53M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
BUY
|
- |
1.02K+ 9.7% |
$92.5K - $95.8K
|
11.5K
$1.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
991New |
$89.7K - $93K
|
991
$90.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
869+ 6.37% |
$78.7K - $81.5K
|
14.5K
$1.33M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
827New |
$74.9K - $77.6K
|
827
$75.8K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
774+ 4.02% |
$70.1K - $72.6K
|
20K
$1.84M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
766+ 2.53% |
$69.4K - $71.9K
|
31.1K
$2.85M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
572+ 17.86% |
$51.8K - $53.7K
|
3.77K
$346K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
483+ 4.8% |
$43.7K - $45.3K
|
10.5K
$967K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
406+ 4.3% |
$36.8K - $38.1K
|
9.85K
$903K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
315New |
$28.5K - $29.6K
|
315
$28.9K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
259+ 3.65% |
$23.5K - $24.3K
|
7.36K
$674K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
246+ 6.23% |
$22.3K - $23.1K
|
4.19K
$385K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
223+ 4.65% |
$20.2K - $20.9K
|
5.02K
$460K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
220+ 1.11% |
$19.9K - $20.6K
|
20K
$1.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
204+ 2.08% |
$18.5K - $19.1K
|
10K
$918K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$15.1K - $15.7K
|
167
$15.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
120+ 2.49% |
$10.9K - $11.3K
|
4.93K
$452K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
109+ 0.58% |
$9.87K - $10.2K
|
18.9K
$1.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
108+ 0.54% |
$9.78K - $10.1K
|
20.2K
$1.86M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
100New |
$9.06K - $9.38K
|
100
$9.17K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.14% |
$1.36K - $1.41K
|
10.9K
$1M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.02% |
$1.27K - $1.31K
|
57.6K
$5.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
14+ 0.15% |
$1.27K - $1.31K
|
9.66K
$886K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.26% |
$906 - $938
|
3.82K
$350K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6+ 0.25% |
$543 - $563
|
2.38K
$218K
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3+ 0.12% |
$272 - $282
|
2.43K
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$181 - $188
|
19.5K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.03% |
$90.6 - $93.8
|
3.69K
$338K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-5- 0.19% |
$453 - $469
|
2.6K
$239K
|
|