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 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
431,309
shares
|
$39.1 Million
3.78% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
382,449
shares
|
$34.7 Million
4.94% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
370,433
shares
|
$33.6 Million
0.01% of portfolio
|
Q4 2024
Added 141.25%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
369,836
shares
|
$33.6 Million
0.87% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
351,245
shares
|
$31.9 Million
0.26% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
343,197
shares
|
$31.1 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
328,262
shares
|
$29.8 Million
1.65% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
326,589
shares
|
$29.6 Million
1.92% of portfolio
|
Q4 2024
Added 1793.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
316,430
shares
|
$28.7 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
314,716
shares
|
$28.6 Million
7.37% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
304,276
shares
|
$27.6 Million
0.02% of portfolio
|
Q4 2024
Added 126.02%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
302,378
shares
|
$27.4 Million
0.07% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
286,827
shares
|
$26 Million
4.03% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
281,075
shares
|
$25.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
276,643
shares
|
$25.1 Million
3.55% of portfolio
|
Q2 2023
Added 31.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
259,060
shares
|
$23.5 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
255,217
shares
|
$23.2 Million
18.6% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
250,288
shares
|
$22.7 Million
0.3% of portfolio
|
Q4 2024
Added 5063.77%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
249,326
shares
|
$22.6 Million
11.47% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
247,438
shares
|
$22.5 Million
0.02% of portfolio
|
Q4 2024
Added 78.48%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
245,757
shares
|
$22.3 Million
1.66% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
238,392
shares
|
$21.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 13.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
222,006
shares
|
$20.1 Million
2.84% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,533
shares
|
$20 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
214,655
shares
|
$19.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.37%
|