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 523 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,589
shares
|
$232,828
0.0% of portfolio
|
N/A
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$230,580
0.08% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,551
shares
|
$229,411
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,539
shares
|
$228,332
0.06% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,479
shares
|
$222,936
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,460
shares
|
$221,227
0.01% of portfolio
|
Q3 2024
Reduced 71.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,412
shares
|
$216,911
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
2,407
shares
|
$216,461
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$215,832
0.06% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,374
shares
|
$213,493
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,366
shares
|
$212,774
0.04% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$212,324
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,347
shares
|
$211,065
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,333
shares
|
$209,806
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
2,324
shares
|
$208,997
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,309
shares
|
$207,648
0.04% of portfolio
|
Q4 2024
Added 34.48%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,306
shares
|
$207,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,300
shares
|
$206,839
0.03% of portfolio
|
Q4 2024
Reduced 81.25%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$206,839
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,293
shares
|
$206,209
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,242
shares
|
$201,623
0.05% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,234
shares
|
$200,903
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
2,225
shares
|
$200,094
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$199,374
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,207
shares
|
$198,475
0.02% of portfolio
|
Q3 2024
Reduced 8.31%
|