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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,730
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2023
Reduced 36.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,720
shares
|
$2.19 Million
0.06% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
24,568
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,401
shares
|
$2.16 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,910
shares
|
$2.12 Million
0.02% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
23,899
shares
|
$2.12 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,837
shares
|
$2.11 Million
0.15% of portfolio
|
Q3 2023
Reduced 69.8%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
23,655
shares
|
$2.1 Million
0.6% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
23,164
shares
|
$2.05 Million
1.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
22,616
shares
|
$2 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
22,039
shares
|
$1.95 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
21,923
shares
|
$1.94 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
21,914
shares
|
$1.94 Million
0.15% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
21,845
shares
|
$1.94 Million
1.06% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,792
shares
|
$1.93 Million
1.0% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,917
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.53%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
20,885
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
20,858
shares
|
$1.85 Million
0.28% of portfolio
|
Q4 2024
Reduced 36.88%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
20,829
shares
|
$1.85 Million
1.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
20,744
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
20,637
shares
|
$1.83 Million
1.39% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
20,319
shares
|
$1.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
20,301
shares
|
$1.8 Million
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
20,226
shares
|
$1.79 Million
0.15% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
20,213
shares
|
$1.79 Million
1.61% of portfolio
|
Q4 2024
Added 5.87%
|