Purchases and Sales Made in Q4 2025 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2025. 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
Jan 26, 2026 Q4 2025
Merit Financial Group, LLC

BUY
 -
112K
New
$10.2M - $10.5M
112K $10.3M
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
47.5K
New
$4.3M - $4.46M
47.5K $4.36M
Jan 20, 2026 Q4 2025
Walkner Condon Financial Advisors LLC

BUY
 -
41.6K
+ 30.95%
$3.77M - $3.9M
176K $16.1M
Jan 30, 2026 Q4 2025
Capital Developers, LLC

Greenville, NC
BUY
 -
28.6K
New
$2.59M - $2.68M
28.6K $2.62M
Jan 21, 2026 Q4 2025
Crux Wealth Advisors

Long Beach, CA
BUY
 -
24.6K
+ 392.85%
$2.23M - $2.31M
30.9K $2.83M
Jan 21, 2026 Q4 2025
Bip Wealth, LLC

Atlanta, GA
BUY
 -
19.3K
New
$1.75M - $1.81M
19.3K $1.77M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
16.7K
+ 70.49%
$1.52M - $1.57M
40.5K $3.71M
Jan 29, 2026 Q4 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
14.8K
+ 3.25%
$1.34M - $1.39M
470K $43.1M
Jan 29, 2026 Q4 2025
Ubs Group Ag

BUY
 -
12K
+ 0.85%
$1.08M - $1.12M
1.42M $130M
Jan 23, 2026 Q4 2025
Galvin, Gaustad & Stein, LLC

BUY
 -
10.5K
New
$952K - $987K
10.5K $964K
Jan 06, 2026 Q4 2025
Investors Research Corp

BUY
 -
6.03K
+ 3.62%
$546K - $566K
173K $15.8M
Jan 27, 2026 Q4 2025
55 North Private Wealth, LLC

Winter Park, FL
BUY
 -
4.52K
New
$410K - $424K
4.52K $415K
Jan 27, 2026 Q4 2025
First Horizon Corp

Memphis, TN
BUY
 -
4.13K
New
$374K - $387K
4.13K $378K
Jan 23, 2026 Q4 2025
Hbw Advisory Services LLC

BUY
 -
3.88K
+ 80.46%
$352K - $364K
8.71K $799K
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
3.1K
+ 4.19%
$280K - $290K
76.9K $7.05M
Jan 23, 2026 Q4 2025
Stonehaven Wealth & Tax Solutions, LLC

Appleton, WI
BUY
 -
2.79K
+ 5.94%
$253K - $262K
49.8K $4.56M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.65K
+ 5.07%
$240K - $248K
54.9K $5.03M
Jan 27, 2026 Q4 2025
Institute For Wealth Management, Llc.

BUY
 -
2.64K
New
$239K - $248K
2.64K $242K
Jan 28, 2026 Q4 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
2.36K
+ 2.71%
$214K - $222K
89.6K $8.22M
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
1.96K
+ 17.66%
$178K - $184K
13.1K $1.2M
Jan 22, 2026 Q4 2025
Clear Creek Financial Management, LLC

BUY
 -
1.96K
+ 5.89%
$177K - $184K
35.2K $3.23M
Jan 26, 2026 Q4 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.72K
+ 12.15%
$156K - $161K
15.9K $1.45M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
1.53K
+ 23.69%
$138K - $143K
7.98K $732K
Jan 28, 2026 Q4 2025
N.E.W. Advisory Services LLC

BUY
 -
1.48K
+ 177.31%
$134K - $139K
2.31K $212K
Jan 30, 2026 Q4 2025
Kohmann Bosshard Financial Services, LLC

BUY
 -
1.45K
New
$131K - $136K
1.45K $133K
Jan 30, 2026 Q4 2025
Caldwell Trust CO

Venice, FL
BUY
 -
1.3K
New
$118K - $122K
1.3K $119K
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
1.23K
+ 5.73%
$111K - $115K
22.7K $2.08M
Jan 26, 2026 Q4 2025
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
1.2K
+ 7.74%
$108K - $112K
16.7K $1.53M
Jan 07, 2026 Q4 2025
Lynch & Associates

BUY
 -
1.02K
+ 9.7%
$92.5K - $95.8K
11.5K $1.06M
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
991
New
$89.7K - $93K
991 $90.9K
Jan 26, 2026 Q4 2025
Private Trust CO Na

BUY
 -
869
+ 6.37%
$78.7K - $81.5K
14.5K $1.33M
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
827
New
$74.9K - $77.6K
827 $75.8K
Jan 26, 2026 Q4 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
774
+ 4.02%
$70.1K - $72.6K
20K $1.84M
Jan 26, 2026 Q4 2025
Cwm, LLC

BUY
 -
766
+ 2.53%
$69.4K - $71.9K
31.1K $2.85M
Jan 30, 2026 Q4 2025
Us Bancorp \De\

BUY
 -
723
+ 5.07%
$65.5K - $67.8K
15K $1.37M
Jan 28, 2026 Q4 2025
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
620
+ 4.82%
$56.1K - $58.2K
13.5K $1.24M
Jan 27, 2026 Q4 2025
Belpointe Asset Management LLC

BUY
 -
572
+ 17.86%
$51.8K - $53.7K
3.77K $346K
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
483
+ 4.8%
$43.7K - $45.3K
10.5K $967K
Jan 28, 2026 Q4 2025
West Michigan Advisors, LLC

Holland, MI
BUY
 -
475
+ 4.8%
$43K - $44.6K
10.4K $951K
Jan 27, 2026 Q4 2025
Waterfront Wealth Inc.

BUY
 -
441
+ 1.12%
$39.9K - $41.4K
40K $3.67M
Jan 28, 2026 Q4 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
406
+ 1.0%
$36.8K - $38.1K
40.9K $3.75M
Jan 20, 2026 Q4 2025
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
406
+ 4.3%
$36.8K - $38.1K
9.85K $903K
Jan 26, 2026 Q4 2025
Whittier Trust CO

BUY
 -
315
New
$28.5K - $29.6K
315 $28.9K
Jan 26, 2026 Q4 2025
Independent Wealth Network Inc.

BUY
 -
259
+ 3.65%
$23.5K - $24.3K
7.36K $674K
Jan 16, 2026 Q4 2025
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
246
+ 6.23%
$22.3K - $23.1K
4.19K $385K
Jan 27, 2026 Q4 2025
Purus Wealth Management, LLC

BUY
 -
244
+ 0.41%
$22.1K - $22.9K
59.2K $5.43M
Jan 29, 2026 Q4 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
239
+ 1.49%
$21.6K - $22.4K
16.3K $1.5M
Jan 21, 2026 Q4 2025
Balance Wealth, LLC

Delaware, OH
BUY
 -
223
+ 4.65%
$20.2K - $20.9K
5.02K $460K
Jan 15, 2026 Q4 2025
E Rn Financial, LLC

BUY
 -
220
+ 1.11%
$19.9K - $20.6K
20K $1.83M

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