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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
521+ 3.14% |
$41.4K - $44.6K
|
17.1K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
506+ 1.15% |
$40.2K - $43.3K
|
44.6K
$4.02M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
490+ 3.87% |
$39K - $42K
|
13.2K
$1.19M
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
487+ 13.27% |
$38.7K - $41.7K
|
4.16K
$375K
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
454+ 1.13% |
$36.1K - $38.9K
|
40.6K
$3.67M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
426New |
$33.9K - $36.5K
|
426
$38.4K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
405+ 2.06% |
$32.2K - $34.7K
|
20K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
387+ 1.02% |
$30.8K - $33.2K
|
38.4K
$3.46M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
382New |
$30.4K - $32.7K
|
382
$34.5K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
375+ 8.19% |
$29.8K - $32.1K
|
4.95K
$447K
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
358+ 10.54% |
$28.5K - $30.7K
|
3.76K
$339K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
297+ 1.11% |
$23.6K - $25.4K
|
27.1K
$2.44M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$21.9K - $23.6K
|
275
$24.8K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$19.9K - $21.4K
|
250
$22.6K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
250+ 2.16% |
$19.9K - $21.4K
|
11.8K
$1.06M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
247+ 7.06% |
$19.6K - $21.2K
|
3.75K
$338K
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
243+ 2.12% |
$19.3K - $20.8K
|
11.7K
$1.06M
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
235New |
$18.7K - $20.1K
|
235
$21.2K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
230+ 6.35% |
$18.3K - $19.7K
|
3.85K
$347K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
199+ 6.91% |
$15.8K - $17K
|
3.08K
$278K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$15.1K - $16.3K
|
190
$17.1K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
185New |
$14.7K - $15.8K
|
185
$16.7K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
179+ 31.74% |
$14.2K - $15.3K
|
743
$67K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
166+ 0.13% |
$13.2K - $14.2K
|
131K
$11.8M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
141+ 705.0% |
$11.2K - $12.1K
|
161
$14.5K
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
134+ 0.18% |
$10.7K - $11.5K
|
73.3K
$6.62M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
133+ 0.9% |
$10.6K - $11.4K
|
14.9K
$1.34M
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
131+ 0.37% |
$10.4K - $11.2K
|
35.3K
$3.18M
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
128+ 4.28% |
$10.2K - $11K
|
3.12K
$282K
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
125+ 0.74% |
$9.94K - $10.7K
|
17K
$1.53M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
118+ 1.31% |
$9.38K - $10.1K
|
9.16K
$826K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$7.95K - $8.57K
|
100
$9.02K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 1.74% |
$7.95K - $8.57K
|
5.84K
$526K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 3.16% |
$7.95K - $8.57K
|
3.26K
$294K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
98New |
$7.79K - $8.39K
|
98
$8.84K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87+ 1.0% |
$6.92K - $7.45K
|
8.79K
$793K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
80New |
$6.36K - $6.85K
|
80
$7.22K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.12K - $6.6K
|
77
$6.95K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
74+ 1.55% |
$5.88K - $6.34K
|
4.84K
$436K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57+ 0.01% |
$4.53K - $4.88K
|
498K
$44.9M
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
48New |
$3.82K - $4.11K
|
48
$4.33K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
42New |
$3.34K - $3.6K
|
42
$3.79K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39New |
$3.1K - $3.34K
|
39
$3.52K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
39+ 0.06% |
$3.1K - $3.34K
|
62.6K
$5.64M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
38+ 0.25% |
$3.02K - $3.26K
|
15.4K
$1.39M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
30+ 0.53% |
$2.39K - $2.57K
|
5.66K
$510K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27+ 0.06% |
$2.15K - $2.31K
|
44.3K
$3.99M
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
26+ 0.26% |
$2.07K - $2.23K
|
9.9K
$893K
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
25+ 0.13% |
$1.99K - $2.14K
|
19.3K
$1.74M
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
21+ 0.27% |
$1.67K - $1.8K
|
7.67K
$692K
|