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 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.67K - $1.8K
|
21
$1.89K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
17+ 0.1% |
$1.35K - $1.46K
|
17.9K
$1.61M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
16+ 0.16% |
$1.27K - $1.37K
|
10.3K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.14% |
$1.19K - $1.28K
|
10.8K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$1.11K - $1.2K
|
14
$1.26K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.07% |
$954 - $1.03K
|
17K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10+ 0.05% |
$795 - $857
|
20.9K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$239 - $257
|
6.97K
$628K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
3+ 0.98% |
$239 - $257
|
308
$27.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.22% |
$239 - $257
|
1.34K
$121K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.07% |
$159 - $171
|
3.05K
$275K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.01% |
$79.5 - $85.7
|
7.29K
$658K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.01% |
$79.5 - $85.7
|
6.75K
$609K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.96% |
$79.5 - $85.7
|
105
$9.47K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12- 0.76% |
$954 - $1.03K
|
1.58K
$142K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-15- 0.42% |
$1.19K - $1.28K
|
3.58K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-16- 1.61% |
$1.27K - $1.37K
|
979
$88.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-17- 0.35% |
$1.35K - $1.46K
|
4.86K
$439K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 0.57% |
$1.35K - $1.46K
|
2.99K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-21- 1.0% |
$1.67K - $1.8K
|
2.07K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22- 0.77% |
$1.75K - $1.88K
|
2.83K
$256K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-24- 0.33% |
$1.91K - $2.06K
|
7.34K
$662K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-30- 0.79% |
$2.39K - $2.57K
|
3.76K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-38- 0.55% |
$3.02K - $3.26K
|
6.92K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-40- 1.16% |
$3.18K - $3.43K
|
3.4K
$307K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-40- 1.24% |
$3.18K - $3.43K
|
3.2K
$288K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 8.67% |
$3.98K - $4.28K
|
527
$47.5K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-53- 1.4% |
$4.21K - $4.54K
|
3.74K
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-56- 28.57% |
$4.45K - $4.8K
|
140
$12.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-57- 62.64% |
$4.53K - $4.88K
|
34
$3.07K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-62- 1.09% |
$4.93K - $5.31K
|
5.64K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-68- 1.09% |
$5.41K - $5.82K
|
6.15K
$555K
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-68- 0.96% |
$5.41K - $5.82K
|
7.01K
$633K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-70- 1.12% |
$5.57K - $6K
|
6.16K
$556K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-80- 1.41% |
$6.36K - $6.85K
|
5.58K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-84- 1.92% |
$6.68K - $7.2K
|
4.3K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-95- 3.27% |
$7.55K - $8.14K
|
2.81K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-106- 2.39% |
$8.43K - $9.08K
|
4.32K
$390K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-113- 3.83% |
$8.98K - $9.68K
|
2.84K
$256K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-124- 1.43% |
$9.86K - $10.6K
|
8.56K
$772K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-124- 3.67% |
$9.86K - $10.6K
|
3.26K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-146- 2.03% |
$11.6K - $12.5K
|
7.04K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-189- 5.05% |
$15K - $16.2K
|
3.56K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-207- 6.62% |
$16.5K - $17.7K
|
2.92K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-208- 1.77% |
$16.5K - $17.8K
|
11.5K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-223- 1.88% |
$17.7K - $19.1K
|
11.6K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-259- 43.24% |
$20.6K - $22.2K
|
340
$30.7K
|