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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$18,300
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
200
shares
|
$18,300
0.01% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
200
shares
|
$18,300
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
195
shares
|
$17,842
0.01% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
191
shares
|
$17,476
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
190
shares
|
$17,385
0.01% of portfolio
|
Q3 2024
Reduced 71.12%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162
shares
|
$14,823
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
150
shares
|
$13,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
141
shares
|
$12,901
0.0% of portfolio
|
Q1 2023
Reduced 75.26%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
138
shares
|
$12,627
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
105
shares
|
$9,607
0.01% of portfolio
|
Q1 2024
Added 0.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
100
shares
|
$9,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
93
shares
|
$8,509
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
93
shares
|
$8,509
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
79
shares
|
$7,228
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
78
shares
|
$7,137
0.0% of portfolio
|
Q3 2024
Added 90.24%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
75
shares
|
$6,862
0.0% of portfolio
|
Q3 2024
Reduced 83.84%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
75
shares
|
$6,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
72
shares
|
$6,588
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
48
shares
|
$4,392
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
29
shares
|
$2,653
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
27
shares
|
$2,470
0.0% of portfolio
|
Q2 2023
Reduced 77.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|