FTCS

First Trust Capital Strength

Latest period2024 - Q4Total superinvestors70

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 70 superinvestors own shares of First Trust Capital Strength (FTCS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Capital Strength (FTCS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Capital Strength (FTCS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Capital Strength (FTCS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Increased 0.55%
1.55%
$42.277M
481,410 shares@ 87.83 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.62%
0.08%
$26.555M
302,378 shares@ 87.83 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 6.69%
2.08%
$5.244M
59,716 shares@ 87.82 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.04%
0.01%
$4.725M
52,036 shares@ 90.8 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Increased 5.49%
1.49%
$4.479M
50,996 shares@ 87.83 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.04%
0.17%
$4.457M
50,748 shares@ 87.83 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 4.49%
0.66%
$4.309M
49,067 shares@ 87.83 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 4.95%
0.12%
$2.701M
30,760 shares@ 87.83 avg price
Phillip G. Trueblood@Trueblood Wealth Management, Llc
Recent Activity
Increased 2.38%
1.01%
$2.034M
23,164 shares@ 87.82 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 3.89%
0.06%
$1.784M
20,043 shares@ 88.99 avg price