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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
37,066
shares
|
$3.31 Million
0.14% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
37,023
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
36,874
shares
|
$3.29 Million
1.64% of portfolio
|
Q3 2024
Added 9.35%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
36,170
shares
|
$3.23 Million
0.38% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Aug 09, 2024 Q2 2024 |
35,884
shares
|
$3.2 Million
2.7% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
35,641
shares
|
$3.18 Million
0.36% of portfolio
|
Q3 2024
Reduced 70.47%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
34,558
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2024
Reduced 14.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
33,933
shares
|
$3.03 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
33,546
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$2.98 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
33,046
shares
|
$2.95 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
32,885
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
32,520
shares
|
$2.9 Million
1.28% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Beck Bode, LLC
|
Aug 15, 2024 Q2 2024 |
32,207
shares
|
$2.87 Million
0.54% of portfolio
|
Q2 2024
Reduced 14.55%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
32,087
shares
|
$2.86 Million
1.46% of portfolio
|
Q3 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
32,009
shares
|
$2.86 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
31,865
shares
|
$2.84 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
31,839
shares
|
$2.84 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,753
shares
|
$2.65 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
29,580
shares
|
$2.64 Million
1.46% of portfolio
|
Q2 2024
Reduced 16.22%
|
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
29,401
shares
|
$2.62 Million
0.49% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
29,311
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
28,746
shares
|
$2.56 Million
2.41% of portfolio
|
Q2 2024
Added 12.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
28,540
shares
|
$2.55 Million
0.0% of portfolio
|
Q2 2024
Added 544.68%
|