Purchases and Sales Made in Q3 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
185+ 0.51% |
$13.6K - $14.3K
|
36.7K
$3.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
166+ 5.75% |
$12.2K - $12.8K
|
3.05K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 0.07% |
$11.8K - $12.4K
|
233K
$21M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
102+ 3.64% |
$7.51K - $7.87K
|
2.91K
$263K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
100+ 20.62% |
$7.36K - $7.72K
|
585
$52.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
59+ 0.1% |
$4.34K - $4.55K
|
56.9K
$5.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
54New |
$3.98K - $4.17K
|
54
$4.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
BUY
|
- |
40+ 0.3% |
$2.95K - $3.09K
|
13.6K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
25+ 0.5% |
$1.84K - $1.93K
|
5.02K
$454K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
18+ 0.04% |
$1.33K - $1.39K
|
41.7K
$3.76M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 8.0% |
$1.03K - $1.08K
|
189
$17.1K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
12+ 0.06% |
$884 - $926
|
21.8K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8+ 0.07% |
$589 - $618
|
11.4K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.35% |
$589 - $618
|
2.32K
$209K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7+ 0.13% |
$515 - $540
|
5.37K
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.04% |
$515 - $540
|
17.8K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.22% |
$368 - $386
|
2.31K
$208K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.05% |
$73.6 - $77.2
|
2.12K
$192K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.12% |
$73.6 - $77.2
|
855
$77.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$73.6 - $77.2
|
3.65K
$330K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.03% |
$73.6 - $77.2
|
3.04K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1- -0.0% |
$73.6 - $77.2
|
34.6K
$3.12M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.02% |
$73.6 - $77.2
|
5.34K
$482K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-7- 0.19% |
$515 - $540
|
3.65K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-10- 0.11% |
$736 - $772
|
9K
$813K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-13- 12.75% |
$957 - $1K
|
89
$8.04K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-13- 5.91% |
$957 - $1K
|
207
$18.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-20- 0.63% |
$1.47K - $1.54K
|
3.18K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 65.79% |
$1.84K - $1.93K
|
13
$1.17K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-33- 0.19% |
$2.43K - $2.55K
|
17.2K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-41- 0.36% |
$3.02K - $3.16K
|
11.5K
$1.04M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-45- 0.25% |
$3.31K - $3.47K
|
18.3K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-46- 0.24% |
$3.39K - $3.55K
|
19K
$1.72M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-54- 3.53% |
$3.98K - $4.17K
|
1.48K
$133K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-58- 1.02% |
$4.27K - $4.48K
|
5.63K
$509K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-59Closed |
$4.34K - $4.55K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-75- 1.62% |
$5.52K - $5.79K
|
4.56K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-85- 1.46% |
$6.26K - $6.56K
|
5.74K
$519K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-98- 0.58% |
$7.22K - $7.56K
|
16.9K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-116- 5.78% |
$8.54K - $8.95K
|
1.89K
$171K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-119- 1.01% |
$8.76K - $9.19K
|
11.6K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-120- 1.89% |
$8.84K - $9.26K
|
6.23K
$563K
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-121- 2.6% |
$8.91K - $9.34K
|
4.53K
$409K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-126- 0.69% |
$9.28K - $9.73K
|
18.1K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-147- 0.6% |
$10.8K - $11.3K
|
24.5K
$2.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-149- 2.26% |
$11K - $11.5K
|
6.45K
$582K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-165- 80.1% |
$12.1K - $12.7K
|
41
$3.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-172- 1.54% |
$12.7K - $13.3K
|
11K
$995K
|