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 562 institutions that hold shares in the stock, with a total of 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
7,542,669
shares
|
$681 Million
0.28% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,205,119
shares
|
$560 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,625,364
shares
|
$508 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,482,742
shares
|
$314 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,288,921
shares
|
$297 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,612,571
shares
|
$236 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,714,864
shares
|
$155 Million
0.01% of portfolio
|
Q4 2024
Added 57.8%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,609,976
shares
|
$145 Million
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,520,773
shares
|
$137 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,406,740
shares
|
$127 Million
0.03% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,308,861
shares
|
$118 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,204,978
shares
|
$109 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,101,673
shares
|
$99.4 Million
0.32% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,026,742
shares
|
$92.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
879,249
shares
|
$79.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
845,683
shares
|
$76.3 Million
0.43% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
749,475
shares
|
$67.6 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
679,296
shares
|
$61.3 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
663,871
shares
|
$59.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
620,475
shares
|
$56 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
550,938
shares
|
$49.7 Million
39.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
504,415
shares
|
$45.5 Million
0.26% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
481,410
shares
|
$43.4 Million
1.58% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
457,229
shares
|
$41.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
438,379
shares
|
$39.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.59%
|