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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
4,847
shares
|
$443,500
0.02% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
4,820
shares
|
$441,030
0.24% of portfolio
|
Q3 2024
Added 68.53%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
4,740
shares
|
$433,710
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,665
shares
|
$426,847
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,635
shares
|
$424,102
0.13% of portfolio
|
Q2 2022
Added 8.52%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,598
shares
|
$420,717
0.02% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
4,481
shares
|
$410,011
0.03% of portfolio
|
Q3 2024
Reduced 35.66%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
4,456
shares
|
$407,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
4,450
shares
|
$407,175
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
4,423
shares
|
$404,704
0.12% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,415
shares
|
$403,972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
4,388
shares
|
$401,502
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
4,314
shares
|
$394,731
0.11% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,242
shares
|
$388,143
0.09% of portfolio
|
Q3 2024
Added 17.31%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,201
shares
|
$384,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
4,168
shares
|
$381,372
0.0% of portfolio
|
Q1 2024
Added 31.48%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
4,100
shares
|
$375,150
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
4,075
shares
|
$372,862
0.0% of portfolio
|
Q3 2024
Reduced 62.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
4,064
shares
|
$371,856
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
4,052
shares
|
$370,758
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
4,031
shares
|
$368,836
0.03% of portfolio
|
Q3 2024
Reduced 49.88%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,007
shares
|
$366,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,955
shares
|
$361,882
0.0% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
3,911
shares
|
$357,856
0.26% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,890
shares
|
$355,935
0.0% of portfolio
|
Q3 2024
Added 1.75%
|