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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
4,423
shares
|
$391,391
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,322
shares
|
$382,453
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
4,307
shares
|
$381,126
0.04% of portfolio
|
Q4 2024
Added 6.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,292
shares
|
$379,799
0.01% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
4,263
shares
|
$377,232
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
4,240
shares
|
$375,197
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
4,168
shares
|
$368,826
0.0% of portfolio
|
Q1 2024
Added 31.48%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,052
shares
|
$358,561
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
4,015
shares
|
$355,287
0.2% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,005
shares
|
$354,402
0.05% of portfolio
|
Q4 2024
Added 70.64%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,879
shares
|
$343,252
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,850
shares
|
$340,686
0.06% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,847
shares
|
$340,421
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
3,807
shares
|
$336,881
0.24% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,749
shares
|
$331,749
0.0% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,700
shares
|
$327,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
3,673
shares
|
$325,023
0.21% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
3,590
shares
|
$317,679
0.13% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,589
shares
|
$317,590
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
3,587
shares
|
$317,413
1.31% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,516
shares
|
$311,130
0.04% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,464
shares
|
$306,529
0.02% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,421
shares
|
$302,724
0.0% of portfolio
|
Q4 2024
Reduced 18.57%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
3,404
shares
|
$301,219
0.18% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,374
shares
|
$298,565
0.0% of portfolio
|
Q4 2024
Reduced 14.69%
|