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 |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,025
shares
|
$261,329
0.17% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
2,990
shares
|
$258,306
0.12% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,936
shares
|
$253,641
0.15% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,928
shares
|
$252,949
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,920
shares
|
$252,258
0.15% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
2,914
shares
|
$251,740
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,900
shares
|
$250,531
0.04% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,870
shares
|
$247,939
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
2,864
shares
|
$247,420
0.19% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
2,821
shares
|
$243,706
0.2% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,810
shares
|
$242,755
0.0% of portfolio
|
Q2 2023
Reduced 28.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,793
shares
|
$241,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,764
shares
|
$238,781
0.09% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
2,752
shares
|
$237,745
0.15% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,744
shares
|
$237,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,731
shares
|
$235,931
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,690
shares
|
$232,389
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,663
shares
|
$230,056
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,663
shares
|
$230,056
0.02% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
2,654
shares
|
$229,279
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,650
shares
|
$228,933
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,648
shares
|
$228,760
0.06% of portfolio
|
Q2 2024
Reduced 43.18%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
2,647
shares
|
$228,674
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,639
shares
|
$227,983
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,620
shares
|
$226,341
0.08% of portfolio
|
Q3 2024
Reduced 13.82%
|