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
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
1.86%
$2.318M
26,395 shares@ 87.83 avg price
Anthony Austreng@Forthright Wealth Management, Llc
Recent Activity
Decreased -2.7%
0.72%
$2.143M
24,401 shares@ 87.82 avg price
Christine McElvania@Quad-cities Investment Group, Llc
Recent Activity
Decreased -2.24%
1.03%
$2.099M
23,899 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
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -36.88%
0.28%
$1.832M
20,858 shares@ 87.83 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -13.5%
0.02%
$1.822M
20,744 shares@ 87.84 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 3.89%
0.06%
$1.784M
20,043 shares@ 88.99 avg price
Scott Weeldreyer@First Premier Bank
Recent Activity
Decreased -0.13%
0.38%
$1.465M
16,677 shares@ 87.85 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -2.11%
0.42%
$1.418M
16,144 shares@ 87.83 avg price
Emily Priebe@Priebe Wealth Holdings Llc
Recent Activity
Decreased -3.5%
0.83%
$1.21M
13,779 shares@ 87.83 avg price