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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,928
shares
|
$267,912
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,920
shares
|
$267,180
0.15% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
2,914
shares
|
$266,631
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,900
shares
|
$265,350
0.04% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,870
shares
|
$262,605
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
2,864
shares
|
$262,056
0.19% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
2,821
shares
|
$258,121
0.2% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,810
shares
|
$257,115
0.0% of portfolio
|
Q2 2023
Reduced 28.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,793
shares
|
$255,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,764
shares
|
$252,906
0.09% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
2,752
shares
|
$251,808
0.15% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,744
shares
|
$251,076
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,731
shares
|
$249,886
0.0% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,690
shares
|
$246,135
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,663
shares
|
$243,664
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,663
shares
|
$243,664
0.02% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
2,654
shares
|
$242,841
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,650
shares
|
$242,475
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2,648
shares
|
$242,292
0.06% of portfolio
|
Q2 2024
Reduced 43.18%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
2,647
shares
|
$242,200
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,639
shares
|
$241,468
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
2,620
shares
|
$239,730
0.08% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
2,591
shares
|
$237,076
0.01% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
2,589
shares
|
$236,893
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,589
shares
|
$236,893
0.0% of portfolio
|
N/A
|