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 |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
11,775
shares
|
$1.02 Million
0.36% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
11,634
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
11,629
shares
|
$1 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,629
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,619
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
11,480
shares
|
$991,757
0.49% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
11,443
shares
|
$988,560
0.05% of portfolio
|
Q3 2024
Reduced 16.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,371
shares
|
$982,340
0.03% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,335
shares
|
$979,230
0.23% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
11,121
shares
|
$960,743
0.15% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,081
shares
|
$957,287
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
10,963
shares
|
$947,093
0.04% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
10,699
shares
|
$924,286
0.04% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
10,603
shares
|
$915,993
0.11% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
10,550
shares
|
$911,414
0.03% of portfolio
|
Q3 2024
Reduced 36.64%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
10,501
shares
|
$907,181
0.68% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
10,441
shares
|
$901,997
0.68% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
10,337
shares
|
$893,013
0.44% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
10,164
shares
|
$878,067
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
10,119
shares
|
$874,180
0.0% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,001
shares
|
$863,986
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
9,988
shares
|
$862,863
0.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,924
shares
|
$857,334
0.5% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
9,899
shares
|
$855,174
0.11% of portfolio
|
Q3 2024
Reduced 76.67%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
9,776
shares
|
$844,548
0.08% of portfolio
|
Q3 2024
Reduced 1.52%
|