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 525 institutions that hold shares in the stock, with a total of 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
29,886
shares
|
$2.63 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,753
shares
|
$2.62 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
29,311
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
28,492
shares
|
$2.51 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
27,698
shares
|
$2.44 Million
0.49% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
27,366
shares
|
$2.41 Million
1.45% of portfolio
|
Q3 2024
Added 52.01%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26,999
shares
|
$2.38 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
26,785
shares
|
$2.36 Million
0.05% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,777
shares
|
$2.36 Million
1.37% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
26,496
shares
|
$2.34 Million
1.01% of portfolio
|
Q3 2024
Reduced 53.98%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
26,298
shares
|
$2.32 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
25,820
shares
|
$2.28 Million
0.18% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
25,173
shares
|
$2.22 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
25,079
shares
|
$2.21 Million
0.78% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,730
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2023
Reduced 36.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
24,572
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
24,487
shares
|
$2.16 Million
1.16% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
24,449
shares
|
$2.16 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
23,983
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,910
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,837
shares
|
$2.1 Million
0.15% of portfolio
|
Q3 2023
Reduced 69.8%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
23,748
shares
|
$2.09 Million
0.41% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
23,358
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
23,098
shares
|
$2.04 Million
0.53% of portfolio
|
Q3 2024
Reduced 24.18%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
22,626
shares
|
$1.99 Million
1.03% of portfolio
|
Q3 2024
Added 10.97%
|