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 563 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
20,043
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
19,311
shares
|
$1.71 Million
2.34% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
19,244
shares
|
$1.71 Million
0.07% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
19,124
shares
|
$1.69 Million
0.92% of portfolio
|
Q4 2024
Reduced 30.12%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
19,122
shares
|
$1.69 Million
0.25% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
18,646
shares
|
$1.65 Million
0.83% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
18,493
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
18,167
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
Added 72.2%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
18,053
shares
|
$1.6 Million
0.67% of portfolio
|
Q4 2024
Reduced 13.8%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
17,899
shares
|
$1.59 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,870
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
17,595
shares
|
$1.56 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
17,492
shares
|
$1.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 26.34%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
17,440
shares
|
$1.55 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
16,677
shares
|
$1.48 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
16,650
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
16,561
shares
|
$1.47 Million
0.53% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
16,409
shares
|
$1.45 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
16,310
shares
|
$1.45 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
16,148
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2023
Added 100825.0%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
16,144
shares
|
$1.43 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,125
shares
|
$1.43 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
15,872
shares
|
$1.41 Million
0.65% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,660
shares
|
$1.39 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
15,608
shares
|
$1.38 Million
0.15% of portfolio
|
Q4 2024
Added 15.16%
|