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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,819
shares
|
$249,791
0.09% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,810
shares
|
$248,994
0.0% of portfolio
|
Q2 2023
Reduced 28.37%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
2,763
shares
|
$244,829
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
2,717
shares
|
$240,753
0.0% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,705
shares
|
$239,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
2,685
shares
|
$237,917
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,675
shares
|
$237,031
0.13% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,655
shares
|
$235,259
0.04% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
2,654
shares
|
$235,170
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jan 15, 2025 Q4 2024 |
2,650
shares
|
$234,816
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,648
shares
|
$234,639
0.06% of portfolio
|
Q2 2024
Reduced 43.18%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
2,639
shares
|
$233,841
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
2,589
shares
|
$229,411
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,564
shares
|
$227,196
0.08% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,539
shares
|
$224,980
0.06% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
2,521
shares
|
$223,385
0.18% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
2,479
shares
|
$219,664
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,445
shares
|
$216,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,433
shares
|
$215,588
0.07% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,412
shares
|
$213,727
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,400
shares
|
$212,664
0.06% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
2,383
shares
|
$211,157
0.03% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,374
shares
|
$210,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
2,366
shares
|
$209,651
0.04% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
2,324
shares
|
$205,929
0.01% of portfolio
|
Q3 2024
New holding
|