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
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
Decreased -0.25%
0.45%
$665,500
7,578 shares@ 87.83 avg price
Andrew Endelman@Independent Wealth Network Inc.
Recent Activity
Increased 0.11%
0.25%
$608,154
6,925 shares@ 87.83 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Increased 8.6%
0.12%
$536,141
6,105 shares@ 87.82 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 73.75%
0.05%
$530,082
6,036 shares@ 87.83 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
New Position
0.02%
$510,585
5,814 shares@ 87.82 avg price
Brad Little@Tl Private Wealth
Recent Activity
Increased 0.46%
0.23%
$491,836
5,576 shares@ 88.21 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 0.04%
0.06%
$483,957
5,511 shares@ 87.82 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -17.73%
0.01%
$472,559
5,381 shares@ 87.82 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 12.49%
0.24%
$433,523
4,936 shares@ 87.83 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Decreased -2.6%
0.22%
$416,671
4,745 shares@ 87.82 avg price