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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
108,458
shares
|
$9.56 Million
0.6% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
105,294
shares
|
$9.28 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
102,165
shares
|
$9.01 Million
4.52% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
99,180
shares
|
$8.74 Million
2.48% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
97,812
shares
|
$8.62 Million
0.08% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
89,387
shares
|
$7.88 Million
0.08% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
88,476
shares
|
$7.8 Million
3.13% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
87,771
shares
|
$7.74 Million
0.25% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
85,110
shares
|
$7.5 Million
1.88% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
84,504
shares
|
$7.45 Million
0.17% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
83,255
shares
|
$7.34 Million
0.28% of portfolio
|
Q3 2024
Added 674.9%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
81,933
shares
|
$7.22 Million
1.79% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
79,081
shares
|
$6.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
78,545
shares
|
$6.92 Million
0.98% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
76,669
shares
|
$6.76 Million
2.81% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
76,159
shares
|
$6.71 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,144
shares
|
$6.62 Million
0.2% of portfolio
|
Q3 2024
Added 21.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
74,407
shares
|
$6.56 Million
0.21% of portfolio
|
Q3 2024
Added 22.5%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
73,637
shares
|
$6.49 Million
1.19% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
72,908
shares
|
$6.43 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
72,532
shares
|
$6.39 Million
0.1% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
72,343
shares
|
$6.38 Million
3.93% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
71,929
shares
|
$6.34 Million
2.88% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
70,356
shares
|
$6.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
69,786
shares
|
$6.15 Million
2.71% of portfolio
|
Q3 2024
Reduced 25.16%
|