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
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Increased 0.47%
0.04%
$395,335
4,502 shares@ 87.82 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
0.02%
$391,326
4,456 shares@ 87.83 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 535.72%
0.06%
$390,799
4,450 shares@ 87.82 avg price
Dana M. Capozzella@Cascade Investment Group, Inc.
Recent Activity
Decreased -2.65%
0.24%
$334,331
3,807 shares@ 87.83 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -22.67%
0.08%
$292,968
3,336 shares@ 87.83 avg price
Kerry Tallon@Tallon Kerry Patrick
Recent Activity
New Position
0.28%
$285,115
3,263 shares@ 87.38 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
0.04%
$254,678
2,900 shares@ 87.82 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Increased 1.99%
0.09%
$247,596
2,819 shares@ 87.84 avg price
Michael Maestas@Donor Advised Charitable Giving, Inc.
Recent Activity
New Position
0.01%
$242,647
2,763 shares@ 87.83 avg price
Pavin White@25 Llc
Recent Activity
0.1%
$232,723
2,650 shares@ 87.82 avg price