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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
2,591
shares
|
$223,836
0.01% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,589
shares
|
$223,663
0.0% of portfolio
|
N/A
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
2,589
shares
|
$223,663
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
2,564
shares
|
$221,503
0.08% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,551
shares
|
$220,380
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
2,473
shares
|
$213,642
0.03% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,460
shares
|
$212,519
0.01% of portfolio
|
Q3 2024
Reduced 71.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,412
shares
|
$208,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
2,407
shares
|
$207,940
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$207,336
0.06% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,374
shares
|
$205,089
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
2,366
shares
|
$204,398
0.05% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$203,966
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,347
shares
|
$202,757
0.0% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
2,333
shares
|
$201,547
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
2,324
shares
|
$200,770
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
2,306
shares
|
$199,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$198,697
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,293
shares
|
$198,092
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
2,268
shares
|
$195,932
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
2,242
shares
|
$193,686
0.05% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,234
shares
|
$192,995
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,231
shares
|
$192,736
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
2,225
shares
|
$192,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
2,219
shares
|
$191,699
0.1% of portfolio
|
Q3 2024
New holding
|