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 524 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 $5.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
16,726
shares
|
$1.53 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
16,701
shares
|
$1.53 Million
0.94% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
16,699
shares
|
$1.53 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
16,650
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
16,492
shares
|
$1.51 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
16,148
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2023
Added 100825.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,745
shares
|
$1.44 Million
0.07% of portfolio
|
Q3 2024
Added 35.25%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,660
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
15,203
shares
|
$1.39 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
14,952
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
14,895
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
14,400
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 476.0%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
14,279
shares
|
$1.31 Million
0.94% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
14,064
shares
|
$1.29 Million
0.12% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,767
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
13,553
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.2%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
13,518
shares
|
$1.24 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
13,141
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
12,970
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2024
Added 9.73%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
12,800
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
12,764
shares
|
$1.17 Million
0.24% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,410
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
12,264
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
11,789
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2024
Added 101.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
11,785
shares
|
$1.08 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.01%
|