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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
50,748
shares
|
$4.5 Million
0.17% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
50,479
shares
|
$4.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.85%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
49,784
shares
|
$4.41 Million
1.91% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
49,067
shares
|
$4.35 Million
0.68% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
48,409
shares
|
$4.29 Million
2.03% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
48,357
shares
|
$4.28 Million
2.22% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
47,913
shares
|
$4.25 Million
1.78% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
47,774
shares
|
$4.23 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
47,562
shares
|
$4.21 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
47,104
shares
|
$4.17 Million
1.95% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
47,027
shares
|
$4.17 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,788
shares
|
$4.15 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
46,741
shares
|
$4.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
46,547
shares
|
$4.12 Million
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
46,356
shares
|
$4.11 Million
1.51% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
46,356
shares
|
$4.11 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
46,000
shares
|
$4.08 Million
0.05% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
45,467
shares
|
$4.03 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
45,423
shares
|
$4.02 Million
0.48% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
45,191
shares
|
$4 Million
2.12% of portfolio
|
Q4 2022
Reduced 7.52%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
44,742
shares
|
$3.96 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
43,544
shares
|
$3.86 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
43,337
shares
|
$3.84 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
43,311
shares
|
$3.84 Million
1.94% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
42,929
shares
|
$3.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.65%
|