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 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
43,311
shares
|
$3.93 Million
1.94% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
42,929
shares
|
$3.89 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
42,036
shares
|
$3.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
41,045
shares
|
$3.72 Million
0.93% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
40,352
shares
|
$3.66 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
39,913
shares
|
$3.62 Million
0.29% of portfolio
|
Q4 2024
Reduced 98.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
39,604
shares
|
$3.59 Million
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
38,836
shares
|
$3.52 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
38,510
shares
|
$3.49 Million
1.55% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
38,336
shares
|
$3.48 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
37,492
shares
|
$3.4 Million
0.14% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,964
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
36,945
shares
|
$3.35 Million
3.61% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,942
shares
|
$3.35 Million
0.19% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Feb 12, 2025 Q4 2024 |
35,968
shares
|
$3.26 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
35,918
shares
|
$3.26 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
35,802
shares
|
$3.25 Million
0.19% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
35,722
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
35,181
shares
|
$3.19 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
35,032
shares
|
$3.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3.15 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
33,882
shares
|
$3.07 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$3.03 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
33,273
shares
|
$3.02 Million
2.52% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
33,247
shares
|
$3.02 Million
0.09% of portfolio
|
Q4 2024
Added 1.1%
|