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 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.29K- 7.35% |
$117K - $121K
|
16.3K
$1.49M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.37K- 5.37% |
$124K - $128K
|
24.1K
$2.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 1.74% |
$130K - $135K
|
81.2K
$7.45M
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-1.58K- 20.65% |
$143K - $149K
|
6.08K
$558K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.6K- 3.21% |
$145K - $150K
|
48.1K
$4.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.72K- 14.43% |
$156K - $161K
|
10.2K
$935K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.74K- 36.32% |
$158K - $164K
|
3.06K
$280K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.07K- 9.24% |
$187K - $194K
|
20.3K
$1.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.29K- 2.73% |
$207K - $215K
|
81.6K
$7.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Holistic Financial Partners
|
SELL
|
- |
-2.84K- 2.41% |
$257K - $266K
|
115K
$10.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-2.93K- 47.67% |
$265K - $275K
|
3.22K
$295K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.4K- 3.25% |
$398K - $412K
|
131K
$12M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.14K- 9.79% |
$465K - $482K
|
47.4K
$4.34M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.31K- 11.14% |
$480K - $498K
|
42.3K
$3.88M
|
|
|
Jan 26, 2026
Q4 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
SELL
|
- |
-7.12K- 41.52% |
$645K - $668K
|
10K
$920K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.43K- 2.15% |
$854K - $885K
|
429K
$39.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-14.5K- 5.31% |
$1.31M - $1.36M
|
258K
$23.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-15K- 30.49% |
$1.36M - $1.41M
|
34.2K
$3.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.4K- 40.39% |
$1.66M - $1.72M
|
27.1K
$2.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-22.1K- 6.13% |
$2M - $2.07M
|
338K
$31M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35.6K- 36.29% |
$3.23M - $3.34M
|
62.6K
$5.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-36.6K- 16.46% |
$3.32M - $3.44M
|
186K
$17M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-39K- 43.96% |
$3.53M - $3.66M
|
49.7K
$4.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-81.4K- 66.97% |
$7.37M - $7.64M
|
40.1K
$3.68M
|
|