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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
66,872
shares
|
$5.93 Million
2.49% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
66,538
shares
|
$5.9 Million
0.2% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,275
shares
|
$5.78 Million
0.18% of portfolio
|
Q2 2020
Added 5.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
64,874
shares
|
$5.75 Million
0.21% of portfolio
|
Q4 2024
Reduced 45.37%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
64,208
shares
|
$5.69 Million
4.65% of portfolio
|
Q2 2023
Added 14.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
62,243
shares
|
$5.52 Million
0.15% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
61,948
shares
|
$5.49 Million
0.41% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,792
shares
|
$5.48 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
61,680
shares
|
$5.47 Million
5.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
61,220
shares
|
$5.42 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,140
shares
|
$5.42 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
60,998
shares
|
$5.41 Million
0.07% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
59,875
shares
|
$5.31 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
59,716
shares
|
$5.29 Million
2.17% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
59,490
shares
|
$5.27 Million
2.78% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
59,218
shares
|
$5.25 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
57,630
shares
|
$5.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
56,773
shares
|
$5.03 Million
0.39% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
56,367
shares
|
$4.99 Million
0.01% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
55,171
shares
|
$4.89 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
53,679
shares
|
$4.76 Million
0.42% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
52,598
shares
|
$4.66 Million
0.0% of portfolio
|
Q4 2024
Added 63.2%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
52,000
shares
|
$4.61 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
50,996
shares
|
$4.52 Million
1.49% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Feb 11, 2025 Q4 2024 |
50,953
shares
|
$4.51 Million
2.51% of portfolio
|
Q4 2024
Added 14.84%
|