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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,850
shares
|
$352,275
0.06% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,847
shares
|
$352,000
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
3,784
shares
|
$346,236
0.09% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
3,745
shares
|
$342,667
0.21% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
3,713
shares
|
$339,739
0.23% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$338,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,662
shares
|
$335,073
0.27% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,630
shares
|
$332,145
0.04% of portfolio
|
Q3 2024
Added 15.13%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,474
shares
|
$317,871
0.02% of portfolio
|
Q3 2024
Added 76.88%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,458
shares
|
$316,407
0.02% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
3,404
shares
|
$311,466
0.19% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,347
shares
|
$306,250
0.12% of portfolio
|
Q4 2022
Reduced 5.64%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,318
shares
|
$303,597
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,318
shares
|
$303,597
0.03% of portfolio
|
Q3 2024
Reduced 44.97%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,275
shares
|
$299,662
0.07% of portfolio
|
Q2 2023
Reduced 13.43%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,274
shares
|
$299,571
0.26% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
3,260
shares
|
$298,290
0.04% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
3,114
shares
|
$284,931
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,082
shares
|
$282,003
0.0% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,044
shares
|
$278,526
0.08% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,042
shares
|
$278,343
0.25% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,037
shares
|
$277,885
0.0% of portfolio
|
Q3 2024
Reduced 80.71%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,025
shares
|
$276,787
0.17% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
2,990
shares
|
$273,585
0.12% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
2,936
shares
|
$268,644
0.15% of portfolio
|
Q3 2024
Reduced 12.88%
|