Purchases and Sales Made in Q4 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10.3KNew |
$735K - $827K
|
10.3K
$930K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.41K+ 1.77% |
$671K - $755K
|
541K
$48.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.39K+ 121.69% |
$670K - $754K
|
17.1K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.38KNew |
$669K - $753K
|
9.38K
$847K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.56K+ 20.19% |
$611K - $688K
|
51K
$4.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.41K+ 10.81% |
$600K - $675K
|
86.2K
$7.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8.02K+ 4.55% |
$572K - $644K
|
184K
$16.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
7.97K+ 1.66% |
$569K - $640K
|
488K
$44.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.84KNew |
$559K - $629K
|
7.84K
$708K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7.82KNew |
$558K - $628K
|
7.82K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
7.64K+ 27.23% |
$545K - $614K
|
35.7K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.56KNew |
$540K - $607K
|
7.56K
$683K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.51KNew |
$536K - $603K
|
7.51K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.5K+ 3.3% |
$536K - $603K
|
235K
$21.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
6.69K+ 6.86% |
$478K - $538K
|
104K
$9.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.67K+ 5.14% |
$476K - $536K
|
136K
$12.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.43K+ 4.37% |
$459K - $517K
|
153K
$13.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.3KNew |
$450K - $506K
|
6.3K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.16K+ 4.68% |
$440K - $495K
|
138K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
5.88K+ 2.54% |
$420K - $472K
|
237K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.75KNew |
$410K - $462K
|
5.75K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$410K - $461K
|
5.74K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.74K+ 4.58% |
$410K - $461K
|
131K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.56K+ 0.63% |
$397K - $446K
|
894K
$80.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
5.41K+ 4.95% |
$386K - $435K
|
115K
$10.4M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.41KNew |
$386K - $434K
|
5.41K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.24K+ 1.13% |
$374K - $421K
|
470K
$42.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.2KNew |
$371K - $418K
|
5.2K
$470K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.12K+ 5.85% |
$366K - $411K
|
92.6K
$8.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.05KNew |
$361K - $406K
|
5.05K
$456K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
4.92K+ 6.83% |
$351K - $395K
|
76.8K
$6.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.87KNew |
$348K - $391K
|
4.87K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.58KNew |
$327K - $368K
|
4.58K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.53K+ 3.95% |
$324K - $364K
|
119K
$10.8M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.43KNew |
$316K - $356K
|
4.43K
$400K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.32KNew |
$309K - $347K
|
4.32K
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.28K+ 6.92% |
$306K - $344K
|
66.2K
$5.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
3.83K+ 3.63% |
$273K - $308K
|
109K
$9.87M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
3.63K+ 63.62% |
$259K - $291K
|
9.32K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.62KNew |
$258K - $291K
|
3.62K
$327K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.6KNew |
$257K - $289K
|
3.6K
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.58K+ 2.64% |
$255K - $287K
|
139K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.54K+ 1.83% |
$253K - $284K
|
197K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.5KNew |
$250K - $281K
|
3.5K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.44K+ 1.63% |
$246K - $277K
|
215K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.44KNew |
$246K - $276K
|
3.44K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.3KNew |
$235K - $265K
|
3.3K
$298K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.12KNew |
$222K - $250K
|
3.12K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.04K+ 2.64% |
$217K - $244K
|
118K
$10.7M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
2.99KNew |
$214K - $240K
|
2.99K
$270K
|