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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
205,491
shares
|
$18.2 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
192,399
shares
|
$17 Million
8.35% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
173,268
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
172,920
shares
|
$15.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
171,705
shares
|
$15.2 Million
0.24% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
168,496
shares
|
$14.9 Million
4.37% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
167,139
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
159,469
shares
|
$14.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
154,829
shares
|
$13.7 Million
2.21% of portfolio
|
Q4 2024
Reduced 8.51%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
154,264
shares
|
$13.7 Million
0.21% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
150,788
shares
|
$13.4 Million
2.76% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
138,248
shares
|
$12.3 Million
3.92% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
136,078
shares
|
$12.1 Million
2.71% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
134,760
shares
|
$11.9 Million
0.01% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
123,470
shares
|
$10.9 Million
0.68% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
121,868
shares
|
$10.8 Million
0.01% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
121,070
shares
|
$10.7 Million
4.07% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
119,933
shares
|
$10.6 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
119,660
shares
|
$10.6 Million
1.57% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
114,348
shares
|
$10.1 Million
1.08% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
112,155
shares
|
$9.94 Million
0.24% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
111,232
shares
|
$9.86 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
107,277
shares
|
$9.51 Million
5.66% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
105,759
shares
|
$9.37 Million
4.71% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
99,708
shares
|
$8.84 Million
0.08% of portfolio
|
Q4 2024
Added 1.94%
|