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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$191,526
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,207
shares
|
$190,662
0.02% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,935
shares
|
$167,164
0.06% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,828
shares
|
$157,920
0.02% of portfolio
|
Q3 2024
Reduced 32.45%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,717
shares
|
$148,331
0.05% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,665
shares
|
$143,839
0.03% of portfolio
|
Q2 2024
Added 124.09%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,648
shares
|
$142,370
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
1,615
shares
|
$139,519
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,600
shares
|
$138,224
0.07% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,588
shares
|
$137,187
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
1,530
shares
|
$132,176
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,355
shares
|
$117,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,325
shares
|
$114,466
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,188
shares
|
$102,631
0.03% of portfolio
|
Q3 2024
Added 39.11%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,185
shares
|
$102,372
0.03% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,154
shares
|
$99,694
0.0% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,121
shares
|
$96,843
0.0% of portfolio
|
Q2 2024
Reduced 21.0%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$86,390
0.02% of portfolio
|
Q4 2017
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
992
shares
|
$85,698
0.01% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
984
shares
|
$85,007
0.0% of portfolio
|
Q2 2024
Reduced 37.6%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
960
shares
|
$82,934
0.0% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
960
shares
|
$82,934
0.0% of portfolio
|
Q1 2024
Reduced 50.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
910
shares
|
$78,614
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
886
shares
|
$76,541
0.02% of portfolio
|
Q2 2022
Reduced 33.23%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
864
shares
|
$74,640
0.02% of portfolio
|
Q2 2024
Reduced 11.75%
|