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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
11,517
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
Added 102.23%
|
|
|
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 Million
0.23% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
11,260
shares
|
$996,397
0.28% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
11,182
shares
|
$989,495
0.06% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,164
shares
|
$987,902
0.08% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,987
shares
|
$972,239
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,880
shares
|
$962,771
0.0% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,853
shares
|
$960,381
0.04% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
10,839
shares
|
$959,143
0.11% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
10,621
shares
|
$939,852
0.14% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
10,417
shares
|
$921,800
0.46% of portfolio
|
Q4 2024
Added 27.25%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,407
shares
|
$920,915
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
10,334
shares
|
$914,455
0.08% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
10,315
shares
|
$912,774
0.69% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
10,264
shares
|
$908,261
0.41% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
10,191
shares
|
$901,801
0.28% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
10,144
shares
|
$897,642
0.95% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,101
shares
|
$893,837
0.03% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
9,981
shares
|
$883,218
0.3% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,924
shares
|
$878,174
0.5% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
9,841
shares
|
$870,830
0.09% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,800
shares
|
$867,202
0.01% of portfolio
|
Q4 2024
Reduced 21.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
9,631
shares
|
$852,247
0.03% of portfolio
|
Q4 2024
Added 2.15%
|