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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
348,993
shares
|
$30.1 Million
0.94% of portfolio
|
Q3 2024
Added 18.77%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
341,223
shares
|
$29.5 Million
2.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
335,826
shares
|
$29 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
316,430
shares
|
$27.3 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
303,808
shares
|
$26.2 Million
7.4% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
297,911
shares
|
$25.7 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
278,387
shares
|
$24 Million
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
276,765
shares
|
$23.9 Million
0.66% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
275,131
shares
|
$23.8 Million
4.02% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
273,820
shares
|
$23.7 Million
20.36% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
259,944
shares
|
$22.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
249,326
shares
|
$21.5 Million
11.47% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
231,143
shares
|
$20 Million
1.5% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,533
shares
|
$19.1 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
215,459
shares
|
$18.6 Million
0.29% of portfolio
|
Q3 2024
Added 2427.97%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
210,543
shares
|
$18.2 Million
3.06% of portfolio
|
Q1 2023
Reduced 6.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
209,540
shares
|
$18.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
208,653
shares
|
$18 Million
3.13% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
204,442
shares
|
$17.7 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
204,080
shares
|
$17.6 Million
9.19% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
197,468
shares
|
$17.1 Million
5.54% of portfolio
|
Q3 2024
Reduced 6.48%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
188,461
shares
|
$16.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
186,472
shares
|
$16.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
169,228
shares
|
$14.6 Million
2.81% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
168,656
shares
|
$14.6 Million
0.24% of portfolio
|
Q3 2024
Added 2.32%
|