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 |
|---|---|---|---|---|---|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
9,622
shares
|
$851,450
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
9,600
shares
|
$849,504
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
9,583
shares
|
$847,999
0.13% of portfolio
|
Q4 2024
Added 303.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
9,555
shares
|
$845,521
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
9,542
shares
|
$844,371
0.44% of portfolio
|
Q4 2024
Added 48.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,520
shares
|
$842,424
0.0% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
9,480
shares
|
$838,885
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
9,317
shares
|
$824,461
0.07% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
9,125
shares
|
$807,471
0.18% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
9,086
shares
|
$804,020
0.04% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,991
shares
|
$795,613
0.0% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,944
shares
|
$791,454
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,870
shares
|
$784,906
0.21% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,794
shares
|
$778,181
0.05% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
8,782
shares
|
$777,119
0.12% of portfolio
|
Q3 2024
Reduced 13.55%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
8,769
shares
|
$775,968
0.03% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
8,763
shares
|
$775,437
0.46% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
8,656
shares
|
$765,969
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,464
shares
|
$748,979
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
8,356
shares
|
$739,422
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,301
shares
|
$734,555
0.04% of portfolio
|
Q4 2023
Reduced 17.67%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
8,060
shares
|
$713,229
0.15% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,702
shares
|
$681,549
0.01% of portfolio
|
Q3 2022
Added 5.55%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
7,589
shares
|
$671,550
0.27% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
7,578
shares
|
$670,577
0.46% of portfolio
|
Q4 2024
Reduced 0.25%
|