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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
68,926
shares
|
$5.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
67,135
shares
|
$5.8 Million
3.39% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
67,054
shares
|
$5.79 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,275
shares
|
$5.64 Million
0.18% of portfolio
|
Q2 2020
Added 5.36%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
64,744
shares
|
$5.59 Million
0.22% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
64,208
shares
|
$5.55 Million
4.65% of portfolio
|
Q2 2023
Added 14.6%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
61,410
shares
|
$5.31 Million
2.78% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
60,712
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
60,707
shares
|
$5.24 Million
1.36% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
58,934
shares
|
$5.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
58,038
shares
|
$5.01 Million
0.51% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
57,352
shares
|
$4.95 Million
0.1% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
56,453
shares
|
$4.88 Million
2.27% of portfolio
|
Q3 2024
Reduced 11.96%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
56,413
shares
|
$4.87 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
55,975
shares
|
$4.84 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
55,803
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
53,300
shares
|
$4.6 Million
0.46% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
52,036
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
51,949
shares
|
$4.49 Million
0.62% of portfolio
|
Q3 2024
Reduced 19.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
51,749
shares
|
$4.47 Million
0.35% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,681
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
50,228
shares
|
$4.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
49,595
shares
|
$4.28 Million
0.47% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
49,207
shares
|
$4.25 Million
1.84% of portfolio
|
Q3 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
49,157
shares
|
$4.25 Million
0.92% of portfolio
|
Q3 2024
Reduced 2.7%
|