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 489 institutions that hold shares in the stock, with a total of 62.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
7,562,628
shares
|
$676 Million
0.32% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
6,687,275
shares
|
$598 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,663,329
shares
|
$327 Million
0.08% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
3,407,234
shares
|
$305 Million
0.41% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,638,420
shares
|
$236 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,809,081
shares
|
$162 Million
0.01% of portfolio
|
Q2 2024
Added 53.74%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,673,007
shares
|
$150 Million
0.22% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,591,823
shares
|
$142 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
1,526,817
shares
|
$136 Million
0.3% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,508,083
shares
|
$135 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,455,486
shares
|
$130 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,377,622
shares
|
$123 Million
0.28% of portfolio
|
Q2 2024
Reduced 18.06%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
1,217,802
shares
|
$109 Million
0.69% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,135,938
shares
|
$102 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
1,082,732
shares
|
$96.8 Million
0.34% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
914,191
shares
|
$81.7 Million
0.09% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
749,475
shares
|
$67 Million
0.36% of portfolio
|
Q2 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
670,881
shares
|
$60 Million
0.12% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
668,148
shares
|
$59.7 Million
0.09% of portfolio
|
Q2 2024
Reduced 17.34%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
610,585
shares
|
$54.6 Million
10.32% of portfolio
|
Q2 2024
Added 24.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
604,127
shares
|
$54 Million
1.8% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
587,787
shares
|
$52.5 Million
0.0% of portfolio
|
N/A
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
489,426
shares
|
$43.7 Million
0.23% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Park National Corp
|
Jul 15, 2024 Q2 2024 |
480,047
shares
|
$42.9 Million
1.51% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
440,815
shares
|
$39.4 Million
0.15% of portfolio
|
Q2 2024
Reduced 14.97%
|