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 $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
6,164
shares
|
$545,452
0.13% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
6,105
shares
|
$540,231
0.12% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,088
shares
|
$538,727
0.27% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
6,062
shares
|
$536,426
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
6,036
shares
|
$534,125
0.05% of portfolio
|
Q4 2024
Added 73.75%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
5,952
shares
|
$526,692
0.31% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,814
shares
|
$514,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
5,800
shares
|
$513,241
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,800
shares
|
$513,241
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
5,776
shares
|
$511,118
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
5,751
shares
|
$508,905
0.24% of portfolio
|
Q4 2024
Added 19.32%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
5,735
shares
|
$507,490
0.28% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,695
shares
|
$503,950
0.04% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,690
shares
|
$503,508
0.04% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
5,576
shares
|
$493,420
0.22% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
5,566
shares
|
$492,535
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,511
shares
|
$487,668
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,381
shares
|
$476,164
0.01% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,360
shares
|
$474,306
0.18% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
5,355
shares
|
$473,863
0.25% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
5,154
shares
|
$456,077
0.03% of portfolio
|
Q1 2023
Reduced 15.48%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
5,143
shares
|
$455,104
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
5,133
shares
|
$454,219
0.12% of portfolio
|
Q4 2024
Added 64.84%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,120
shares
|
$453,068
0.04% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
5,080
shares
|
$449,529
0.02% of portfolio
|
Q4 2024
Added 1.09%
|