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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
39,288
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
38,793
shares
|
$3.35 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
37,438
shares
|
$3.23 Million
0.0% of portfolio
|
N/A
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
37,066
shares
|
$3.2 Million
0.14% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
36,874
shares
|
$3.19 Million
1.64% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
36,488
shares
|
$3.15 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
36,456
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
36,170
shares
|
$3.12 Million
0.38% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
35,707
shares
|
$3.08 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
35,641
shares
|
$3.08 Million
0.36% of portfolio
|
Q3 2024
Reduced 70.47%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
34,947
shares
|
$3.02 Million
0.2% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
33,546
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$2.88 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
33,046
shares
|
$2.85 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,885
shares
|
$2.84 Million
0.09% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,229
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
32,087
shares
|
$2.77 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
32,011
shares
|
$2.77 Million
0.03% of portfolio
|
Q3 2024
Added 12.68%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
32,009
shares
|
$2.77 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
31,865
shares
|
$2.75 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
31,622
shares
|
$2.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
30,673
shares
|
$2.65 Million
1.31% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
30,606
shares
|
$2.64 Million
2.51% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
29,907
shares
|
$2.58 Million
0.03% of portfolio
|
Q3 2024
Added 4.81%
|