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 500 institutions that hold shares in the stock, with a total of 64.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
48,863
shares
|
$4.36 Million
2.39% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
48,776
shares
|
$4.35 Million
1.79% of portfolio
|
Q1 2024
Reduced 2.04%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
48,388
shares
|
$4.32 Million
2.22% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
48,343
shares
|
$4.31 Million
1.3% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
48,021
shares
|
$4.28 Million
0.16% of portfolio
|
Q2 2024
Reduced 70.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
47,999
shares
|
$4.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
47,472
shares
|
$4.23 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
47,364
shares
|
$4.23 Million
4.69% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
46,960
shares
|
$4.19 Million
0.75% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
46,570
shares
|
$4.15 Million
1.83% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
46,550
shares
|
$4.15 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
46,199
shares
|
$4.12 Million
0.4% of portfolio
|
Q2 2024
Added 5.44%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
45,607
shares
|
$4.07 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
45,318
shares
|
$4.04 Million
1.86% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
45,191
shares
|
$4.03 Million
2.12% of portfolio
|
Q4 2022
Reduced 7.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
45,042
shares
|
$4.02 Million
0.1% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
44,345
shares
|
$3.96 Million
2.08% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
44,206
shares
|
$3.94 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
43,879
shares
|
$3.91 Million
0.49% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
43,785
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
40,815
shares
|
$3.64 Million
0.25% of portfolio
|
Q3 2024
Reduced 33.76%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
40,798
shares
|
$3.64 Million
0.93% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
39,553
shares
|
$3.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
39,288
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
38,793
shares
|
$3.46 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.36%
|