Institutional Ownership First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS). We have compiled data on the 526 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
5,800
shares
|
$501,062
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
5,718
shares
|
$493,978
0.3% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,695
shares
|
$491,991
0.04% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
5,695
shares
|
$491,991
0.04% of portfolio
|
Q3 2024
Added 120.82%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,651
shares
|
$488,189
0.3% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
5,557
shares
|
$480,069
0.05% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Tl Private Wealth
|
Oct 08, 2024 Q3 2024 |
5,551
shares
|
$479,550
0.22% of portfolio
|
Q3 2024
Reduced 44.13%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,509
shares
|
$475,922
0.06% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
5,485
shares
|
$473,849
0.24% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
5,450
shares
|
$470,825
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
5,404
shares
|
$466,851
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
5,360
shares
|
$463,050
0.18% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,254
shares
|
$453,893
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,205
shares
|
$449,659
0.03% of portfolio
|
Q3 2024
Added 53.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,161
shares
|
$445,858
0.03% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
5,154
shares
|
$445,254
0.03% of portfolio
|
Q1 2023
Reduced 15.48%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
5,110
shares
|
$441,452
0.3% of portfolio
|
Q2 2024
Reduced 16.9%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,057
shares
|
$436,874
0.58% of portfolio
|
Q4 2022
Reduced 1.37%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
5,044
shares
|
$435,751
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,030
shares
|
$434,541
0.35% of portfolio
|
Q4 2023
Reduced 24.49%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
5,025
shares
|
$434,109
0.03% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,973
shares
|
$429,617
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
4,938
shares
|
$426,593
0.21% of portfolio
|
Q3 2024
Reduced 15.24%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
4,936
shares
|
$426,421
0.23% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,928
shares
|
$425,729
0.02% of portfolio
|
Q3 2024
Reduced 0.98%
|