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 541 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,542,669
shares
|
$676 Million
0.28% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,406,446
shares
|
$574 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,625,364
shares
|
$504 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,541,265
shares
|
$318 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,288,921
shares
|
$295 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,612,571
shares
|
$234 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,604,408
shares
|
$144 Million
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,520,773
shares
|
$136 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,496,226
shares
|
$134 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,402,828
shares
|
$126 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,204,978
shares
|
$108 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,086,736
shares
|
$97.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,055,233
shares
|
$94.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,049,603
shares
|
$94.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
879,836
shares
|
$78.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
845,683
shares
|
$75.8 Million
0.43% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
749,475
shares
|
$67.2 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
679,296
shares
|
$60.9 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
663,871
shares
|
$59.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
620,475
shares
|
$55.6 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
571,892
shares
|
$51.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
550,938
shares
|
$49.4 Million
39.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
504,415
shares
|
$45.2 Million
0.26% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
481,410
shares
|
$43.2 Million
1.58% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
445,457
shares
|
$39.9 Million
0.15% of portfolio
|
Q3 2024
Added 1.05%
|