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 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.81K- 11.66% |
$462K - $497K
|
44K
$3.97M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.82K- 12.94% |
$462K - $498K
|
39.1K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.87K- 4.91% |
$466K - $503K
|
114K
$10.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.97K- 37.73% |
$474K - $511K
|
9.85K
$888K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-6.47K- 23.52% |
$514K - $554K
|
21K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-6.55K- 20.37% |
$521K - $561K
|
25.6K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.89K- 13.75% |
$548K - $590K
|
43.2K
$3.9M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-7.07K- 1.42% |
$562K - $606K
|
491K
$44.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-7.32K- 94.04% |
$582K - $627K
|
464
$41.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.43K- 8.44% |
$591K - $637K
|
80.7K
$7.28M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.57K- 6.4% |
$602K - $648K
|
111K
$9.98M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-8.32K- 7.12% |
$662K - $713K
|
109K
$9.79M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-8.4K- 18.23% |
$668K - $720K
|
37.7K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.73K- 47.64% |
$694K - $747K
|
9.59K
$865K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-8.88K- 65.47% |
$706K - $761K
|
4.68K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.97K- 5.25% |
$713K - $769K
|
162K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.04K- 2.42% |
$718K - $774K
|
364K
$32.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.12K- 6.55% |
$725K - $781K
|
130K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.59KClosed |
$763K - $822K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.63K- 16.58% |
$765K - $825K
|
48.4K
$4.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.9K- 39.75% |
$869K - $936K
|
16.6K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-11.3K- 19.54% |
$902K - $972K
|
46.7K
$4.21M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-12K- 1.46% |
$954K - $1.03M
|
808K
$72.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-12K- 25.02% |
$956K - $1.03M
|
36K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-13K- 13.16% |
$1.03M - $1.11M
|
85.5K
$7.71M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 4.19% |
$1.05M - $1.13M
|
302K
$27.3M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.8K- 0.91% |
$1.1M - $1.19M
|
1.51M
$136M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.8K- 9.85% |
$1.18M - $1.27M
|
136K
$12.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-15.5K- 11.39% |
$1.24M - $1.33M
|
121K
$10.9M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.7K- 7.48% |
$1.25M - $1.34M
|
194K
$17.5M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-17K- 22.1% |
$1.35M - $1.45M
|
59.8K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17K- 34.4% |
$1.35M - $1.46M
|
32.4K
$2.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 11.52% |
$1.36M - $1.47M
|
132K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.8K- 1.41% |
$1.42M - $1.53M
|
1.25M
$113M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-18.7K- 79.97% |
$1.48M - $1.6M
|
4.68K
$422K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.7K- 5.1% |
$1.56M - $1.69M
|
366K
$33M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-19.8K- 38.07% |
$1.58M - $1.7M
|
32.3K
$2.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-23.1K- 27.02% |
$1.84M - $1.98M
|
62.4K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-24.7K- 25.08% |
$1.97M - $2.12M
|
73.9K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25.8K- 77.68% |
$2.05M - $2.21M
|
7.4K
$667K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25.9K- 31.89% |
$2.06M - $2.22M
|
55.3K
$4.99M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.1K- 85.69% |
$2.55M - $2.75M
|
5.36K
$483K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-33.2K- 21.27% |
$2.64M - $2.84M
|
123K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-34.5K- 28.91% |
$2.75M - $2.96M
|
84.9K
$7.66M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-45.8K- 2.75% |
$3.64M - $3.92M
|
1.62M
$146M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-49.4K- 41.85% |
$3.93M - $4.24M
|
68.7K
$6.2M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-49.6K- 82.09% |
$3.94M - $4.25M
|
10.8K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-55.9K- 21.0% |
$4.44M - $4.78M
|
210K
$19M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-60K- 32.43% |
$4.77M - $5.14M
|
125K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-64.1K- 49.98% |
$5.09M - $5.49M
|
64.1K
$5.79M
|