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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
2,309
shares
|
$204,600
0.04% of portfolio
|
Q4 2024
Added 34.48%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
2,306
shares
|
$204,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,300
shares
|
$203,803
0.03% of portfolio
|
Q4 2024
Reduced 81.25%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
2,295
shares
|
$203,359
0.12% of portfolio
|
Q4 2024
Reduced 24.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,293
shares
|
$203,182
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,234
shares
|
$197,954
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$196,448
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,210
shares
|
$195,828
0.01% of portfolio
|
Q4 2024
Reduced 97.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
2,101
shares
|
$186,169
0.0% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,979
shares
|
$175,359
0.02% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
1,977
shares
|
$175,181
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,936
shares
|
$171,548
0.06% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,648
shares
|
$146,029
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
1,615
shares
|
$143,105
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,559
shares
|
$138,142
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
1,533
shares
|
$135,839
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,517
shares
|
$134,421
0.0% of portfolio
|
Q4 2024
Added 162.91%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,371
shares
|
$121,484
0.0% of portfolio
|
Q4 2024
Reduced 49.8%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,325
shares
|
$117,408
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,325
shares
|
$117,408
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,190
shares
|
$105,445
0.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,188
shares
|
$105,268
0.03% of portfolio
|
Q3 2024
Added 39.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,154
shares
|
$102,255
0.0% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,149
shares
|
$101,812
0.01% of portfolio
|
Q4 2024
Reduced 37.14%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,133
shares
|
$100,395
0.0% of portfolio
|
Q4 2024
Added 1.07%
|