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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
48,896
shares
|
$4.22 Million
1.33% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
48,776
shares
|
$4.21 Million
1.79% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
48,388
shares
|
$4.18 Million
2.22% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
48,343
shares
|
$4.18 Million
1.3% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
48,176
shares
|
$4.16 Million
2.22% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
47,999
shares
|
$4.15 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
47,472
shares
|
$4.1 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
47,364
shares
|
$4.09 Million
4.69% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
47,196
shares
|
$4.08 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.97%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
46,960
shares
|
$4.06 Million
0.75% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,788
shares
|
$4.04 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
46,570
shares
|
$4.02 Million
1.83% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
46,498
shares
|
$4.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
45,647
shares
|
$3.94 Million
1.83% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
45,422
shares
|
$3.92 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
45,191
shares
|
$3.9 Million
2.12% of portfolio
|
Q4 2022
Reduced 7.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
45,042
shares
|
$3.89 Million
0.1% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
44,368
shares
|
$3.83 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
44,345
shares
|
$3.83 Million
2.08% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
43,373
shares
|
$3.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 49.07%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43,210
shares
|
$3.73 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
40,815
shares
|
$3.53 Million
0.25% of portfolio
|
Q3 2024
Reduced 33.76%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
40,798
shares
|
$3.52 Million
0.93% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
39,913
shares
|
$3.45 Million
0.29% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
39,553
shares
|
$3.42 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.24%
|