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 564 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 $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
15,409
shares
|
$1.36 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
14,953
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
14,703
shares
|
$1.3 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
14,084
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
13,961
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
13,779
shares
|
$1.22 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
13,764
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.73%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
13,456
shares
|
$1.19 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
13,399
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 52.9%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
13,276
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 50.43%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
13,197
shares
|
$1.17 Million
0.62% of portfolio
|
Q4 2024
Reduced 37.79%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,175
shares
|
$1.17 Million
0.14% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,117
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
12,940
shares
|
$1.15 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
12,800
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
12,579
shares
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
Reduced 90.84%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
12,495
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
12,227
shares
|
$1.08 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
12,098
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
12,049
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
11,923
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
11,685
shares
|
$1.03 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Trust CO Of Oklahoma
|
Jan 17, 2025 Q4 2024 |
11,629
shares
|
$1.03 Million
0.33% of portfolio
|
Q1 2024
Reduced 1.88%
|