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 500 institutions that hold shares in the stock, with a total of 64.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
11,775
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2024
Added 11.33%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
11,641
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,629
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Trust CO Of Oklahoma
|
Oct 15, 2024 Q3 2024 |
11,629
shares
|
$1.04 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
11,480
shares
|
$1.02 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,371
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,335
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
11,153
shares
|
$994,959
0.11% of portfolio
|
Q2 2024
Reduced 19.26%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
11,121
shares
|
$992,104
0.15% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
11,081
shares
|
$988,536
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
10,963
shares
|
$978,009
0.04% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,793
shares
|
$962,843
0.0% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
10,744
shares
|
$958,472
0.04% of portfolio
|
Q2 2024
Added 12.01%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
10,700
shares
|
$954,546
0.73% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
10,699
shares
|
$954,457
0.04% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
10,501
shares
|
$936,794
0.68% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
10,337
shares
|
$922,163
0.44% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
10,164
shares
|
$906,730
0.31% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
10,119
shares
|
$902,715
0.0% of portfolio
|
Q3 2024
Added 8.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
10,001
shares
|
$892,189
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
9,988
shares
|
$891,029
0.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,924
shares
|
$885,320
0.5% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
9,899
shares
|
$883,089
0.11% of portfolio
|
Q3 2024
Reduced 76.67%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
9,776
shares
|
$872,116
0.08% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
9,771
shares
|
$871,670
0.0% of portfolio
|
Q2 2024
Added 3.44%
|