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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
32,202
shares
|
$2.85 Million
1.42% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
31,831
shares
|
$2.82 Million
0.2% of portfolio
|
Q4 2024
Added 131.21%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
31,651
shares
|
$2.8 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
31,546
shares
|
$2.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
30,760
shares
|
$2.73 Million
0.09% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
30,186
shares
|
$2.67 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
30,152
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
30,028
shares
|
$2.66 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
29,958
shares
|
$2.65 Million
0.7% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
29,658
shares
|
$2.63 Million
1.15% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,594
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
29,423
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 868.82%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
29,190
shares
|
$2.59 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
28,560
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
28,040
shares
|
$2.48 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
27,950
shares
|
$2.48 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26,999
shares
|
$2.39 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,777
shares
|
$2.37 Million
1.37% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
26,411
shares
|
$2.34 Million
0.45% of portfolio
|
Q4 2024
Reduced 46.27%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 13, 2025 Q4 2024 |
26,395
shares
|
$2.34 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
26,238
shares
|
$2.32 Million
0.45% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
26,187
shares
|
$2.32 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
26,062
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
25,558
shares
|
$2.26 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
24,746
shares
|
$2.19 Million
0.08% of portfolio
|
Q4 2024
Added 22.15%
|