Purchases and Sales Made in Q1 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.45M+ 8467.21% |
$115M - $124M
|
1.46M
$132M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.36M+ 671.79% |
$108M - $117M
|
1.56M
$141M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
292K+ 51.04% |
$23.2M - $25M
|
863K
$77.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
163K+ 11.21% |
$13M - $14M
|
1.62M
$146M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 2.23% |
$11.9M - $12.8M
|
6.84M
$615M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
126KNew |
$9.99M - $10.8M
|
126K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
107KNew |
$8.47M - $9.13M
|
107K
$9.58M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
77.7KNew |
$6.17M - $6.65M
|
77.7K
$6.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
64.5KNew |
$5.13M - $5.52M
|
64.5K
$5.8M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57.5K+ 87.69% |
$4.57M - $4.93M
|
123K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51.5K+ 44.85% |
$4.09M - $4.41M
|
166K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49.2K+ 8.06% |
$3.91M - $4.21M
|
660K
$59.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.6K+ 20.49% |
$3.87M - $4.17M
|
286K
$25.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
41.9K+ 13.68% |
$3.33M - $3.59M
|
348K
$31.3M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.1K+ 79.44% |
$3.11M - $3.35M
|
88.3K
$7.94M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
36.1KNew |
$2.87M - $3.1M
|
36.1K
$3.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.5KNew |
$2.82M - $3.04M
|
35.5K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.1K+ 27.21% |
$2.39M - $2.58M
|
141K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 13.58% |
$1.99M - $2.14M
|
209K
$18.8M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
25K+ 165.62% |
$1.99M - $2.14M
|
40.1K
$3.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
22.4KNew |
$1.78M - $1.92M
|
22.4K
$2.01M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.2K+ 3.69% |
$1.76M - $1.9M
|
623K
$56M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
21.9K+ 31.82% |
$1.74M - $1.87M
|
90.6K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.7K+ 34.87% |
$1.73M - $1.86M
|
84K
$7.55M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 15.76% |
$1.71M - $1.84M
|
158K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
20.3KNew |
$1.62M - $1.74M
|
20.3K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
19.6KNew |
$1.56M - $1.68M
|
19.6K
$1.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
18.1K+ 16.77% |
$1.44M - $1.55M
|
126K
$11.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16K+ 94.38% |
$1.27M - $1.37M
|
33K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
15.9K+ 40.64% |
$1.26M - $1.36M
|
54.9K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15K+ 25.49% |
$1.19M - $1.28M
|
73.6K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.1KNew |
$1.04M - $1.12M
|
13.1K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 4.16% |
$1.04M - $1.12M
|
328K
$29.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 5.0% |
$1.01M - $1.09M
|
266K
$24M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6K+ 89.92% |
$922K - $994K
|
24.5K
$2.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.6K+ 27.04% |
$842K - $907K
|
49.8K
$4.48M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4K+ 2.48% |
$829K - $894K
|
431K
$38.8M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
9.07KNew |
$721K - $777K
|
9.07K
$816K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.05KNew |
$719K - $775K
|
9.05K
$814K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.97K+ 24.07% |
$713K - $769K
|
46.2K
$4.16M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
8.92K+ 11.61% |
$709K - $764K
|
85.8K
$7.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.77KNew |
$697K - $751K
|
8.77K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.72K+ 1.85% |
$693K - $747K
|
479K
$43.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.67KNew |
$690K - $743K
|
8.67K
$780K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.14K+ 5.3% |
$647K - $697K
|
162K
$14.5M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
8.12K+ 22.74% |
$646K - $695K
|
43.8K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.08K+ 16.26% |
$642K - $692K
|
57.8K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.96K+ 157.47% |
$633K - $682K
|
13K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.85KNew |
$624K - $673K
|
7.85K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.77KNew |
$617K - $665K
|
7.77K
$698K
|