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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
850
shares
|
$73,431
0.06% of portfolio
|
Q3 2024
Added 240.0%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
828
shares
|
$71,530
0.01% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
820
shares
|
$70,839
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
800
shares
|
$69,112
0.01% of portfolio
|
Q1 2022
Added 166.67%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
700
shares
|
$60,473
0.02% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
647
shares
|
$55,894
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
577
shares
|
$49,847
0.0% of portfolio
|
Q1 2024
Reduced 8.67%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
568
shares
|
$49,069
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
509
shares
|
$43,972
0.0% of portfolio
|
Q3 2024
Reduced 73.35%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
502
shares
|
$43,367
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
475
shares
|
$41,035
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
381
shares
|
$32,914
0.01% of portfolio
|
Q4 2022
Reduced 26.02%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
368
shares
|
$31,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
347
shares
|
$29,977
0.0% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
338
shares
|
$29,199
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
320
shares
|
$27,644
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
319
shares
|
$27,558
0.0% of portfolio
|
Q2 2024
Reduced 25.12%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
310
shares
|
$26,780
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
301
shares
|
$26,003
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
298
shares
|
$25,744
0.01% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
291
shares
|
$25,139
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
279
shares
|
$24,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
275
shares
|
$23,757
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
255
shares
|
$22,029
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
235
shares
|
$20,301
0.0% of portfolio
|
Q3 2024
Reduced 73.63%
|