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 |
|---|---|---|---|---|---|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,125
shares
|
$99,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,069
shares
|
$94,724
0.02% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$88,610
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$88,610
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
985
shares
|
$87,280
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
960
shares
|
$85,065
0.0% of portfolio
|
Q1 2024
Reduced 50.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
910
shares
|
$80,635
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
862
shares
|
$76,381
0.0% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
857
shares
|
$75,938
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
842
shares
|
$74,609
0.01% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
828
shares
|
$73,369
0.01% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
820
shares
|
$72,660
0.02% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
817
shares
|
$72,394
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
800
shares
|
$70,888
0.01% of portfolio
|
Q1 2022
Added 166.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
747
shares
|
$66,191
0.01% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$62,027
0.03% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
568
shares
|
$50,330
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
509
shares
|
$45,102
0.0% of portfolio
|
Q3 2024
Reduced 73.35%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
502
shares
|
$44,482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
433
shares
|
$38,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
381
shares
|
$33,760
0.01% of portfolio
|
Q4 2022
Reduced 26.02%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
368
shares
|
$32,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
338
shares
|
$29,950
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
320
shares
|
$28,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
320
shares
|
$28,355
0.01% of portfolio
|
Q4 2024
Reduced 80.0%
|