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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,373,549
shares
|
$637 Million
0.31% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,406,446
shares
|
$553 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,541,265
shares
|
$306 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
|
$284 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
|
$226 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,604,408
shares
|
$139 Million
0.03% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,540,028
shares
|
$133 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,496,226
shares
|
$129 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
|
$121 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,284,098
shares
|
$111 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,094,212
shares
|
$94.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,086,736
shares
|
$93.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,055,233
shares
|
$91.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,049,603
shares
|
$90.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
879,836
shares
|
$76 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
749,475
shares
|
$64.7 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
695,637
shares
|
$60.1 Million
0.1% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
622,696
shares
|
$53.8 Million
1.8% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
571,892
shares
|
$49.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
481,410
shares
|
$41.6 Million
1.58% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
445,457
shares
|
$38.5 Million
0.15% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
426,587
shares
|
$36.9 Million
4.31% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
418,322
shares
|
$36.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 14.53%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
391,190
shares
|
$33.8 Million
5.05% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
360,062
shares
|
$31.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.8%
|