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 |
|---|---|---|---|---|---|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
4,872
shares
|
$420,892
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
4,859
shares
|
$419,769
0.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,847
shares
|
$418,732
0.02% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
4,820
shares
|
$416,399
0.24% of portfolio
|
Q3 2024
Added 68.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
4,740
shares
|
$409,488
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,665
shares
|
$403,009
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,635
shares
|
$400,417
0.13% of portfolio
|
Q2 2022
Added 8.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,598
shares
|
$397,221
0.02% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
4,481
shares
|
$387,113
0.03% of portfolio
|
Q3 2024
Reduced 35.66%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,456
shares
|
$384,953
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
4,450
shares
|
$384,435
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
4,450
shares
|
$384,435
0.06% of portfolio
|
Q4 2024
Added 535.71%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
4,423
shares
|
$382,102
0.12% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,415
shares
|
$381,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
4,314
shares
|
$372,686
0.11% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,242
shares
|
$366,466
0.09% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,201
shares
|
$362,924
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,168
shares
|
$360,073
0.0% of portfolio
|
Q1 2024
Added 31.48%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,100
shares
|
$354,199
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,075
shares
|
$352,039
0.0% of portfolio
|
Q3 2024
Reduced 62.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,064
shares
|
$351,088
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,052
shares
|
$350,052
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
4,031
shares
|
$348,238
0.03% of portfolio
|
Q3 2024
Reduced 49.88%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,007
shares
|
$346,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,955
shares
|
$341,672
0.0% of portfolio
|
Q3 2024
Added 24.61%
|