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 |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
22,217
shares
|
$2.03 Million
1.58% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
22,210
shares
|
$2.03 Million
0.2% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
21,913
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,792
shares
|
$1.99 Million
1.0% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
21,539
shares
|
$1.97 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
21,214
shares
|
$1.94 Million
1.0% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
20,943
shares
|
$1.92 Million
0.88% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
20,283
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
20,259
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
20,185
shares
|
$1.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 18.96%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
20,074
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
19,311
shares
|
$1.77 Million
2.34% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
19,294
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
19,223
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
19,092
shares
|
$1.75 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
18,776
shares
|
$1.72 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
18,644
shares
|
$1.71 Million
0.9% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
18,533
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
18,174
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
17,934
shares
|
$1.64 Million
0.6% of portfolio
|
Q3 2024
Reduced 16.48%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
17,630
shares
|
$1.61 Million
0.55% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
17,574
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
17,563
shares
|
$1.61 Million
0.28% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
17,251
shares
|
$1.58 Million
0.15% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
17,019
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.9%
|