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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
7,417
shares
|
$657,220
0.49% of portfolio
|
Q4 2024
Reduced 29.37%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,400
shares
|
$655,714
0.05% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
7,200
shares
|
$637,992
0.41% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
7,172
shares
|
$635,510
0.16% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
7,078
shares
|
$627,181
0.29% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
7,010
shares
|
$621,156
0.48% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,991
shares
|
$619,472
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
6,925
shares
|
$613,624
0.26% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
6,689
shares
|
$592,712
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
6,656
shares
|
$589,788
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,604
shares
|
$585,180
0.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6,589
shares
|
$583,851
0.06% of portfolio
|
Q4 2024
Reduced 21.34%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,549
shares
|
$580,306
0.01% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
6,533
shares
|
$578,889
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
6,444
shares
|
$571,002
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,442
shares
|
$570,825
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,423
shares
|
$569,142
0.16% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,400
shares
|
$567,104
0.15% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,372
shares
|
$564,622
0.04% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
6,371
shares
|
$564,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
6,347
shares
|
$562,407
0.43% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
6,206
shares
|
$549,913
0.09% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
6,164
shares
|
$546,192
0.13% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
6,105
shares
|
$540,964
0.12% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,088
shares
|
$539,457
0.27% of portfolio
|
Q4 2024
Reduced 6.71%
|