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 525 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
168,656
shares
|
$14.9 Million
0.24% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
164,155
shares
|
$14.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
161,366
shares
|
$14.2 Million
0.85% of portfolio
|
Q3 2024
Reduced 13.62%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
156,086
shares
|
$13.8 Million
2.93% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
153,550
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 38.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
146,333
shares
|
$12.9 Million
0.21% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
142,170
shares
|
$12.5 Million
0.34% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
138,634
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 140.63%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
137,270
shares
|
$12.1 Million
2.46% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
135,792
shares
|
$12 Million
3.7% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
134,624
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
128,850
shares
|
$11.4 Million
2.62% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
128,728
shares
|
$11.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
128,452
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
125,000
shares
|
$11 Million
1.72% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
124,976
shares
|
$11 Million
0.12% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
121,070
shares
|
$10.7 Million
4.07% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
118,760
shares
|
$10.5 Million
0.48% of portfolio
|
Q3 2024
Added 30.83%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
115,721
shares
|
$10.2 Million
7.64% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
113,818
shares
|
$10 Million
0.67% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
113,716
shares
|
$10 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
113,486
shares
|
$10 Million
0.03% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
110,557
shares
|
$9.75 Million
1.3% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,340
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
108,618
shares
|
$9.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 11.08%
|