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
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Decreased -89%
0.06%
$222,975
2,539 shares@ 87.83 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
0.05%
$207,782
2,366 shares@ 87.82 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
Increased 34.48%
0.05%
$203,147
2,309 shares@ 87.99 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
0.04%
$104,330
1,188 shares@ 87.82 avg price
Christina Duncan@Psi Advisors, Llc
Recent Activity
0.03%
$72,013
820 shares@ 87.83 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
0.01%
$44,701
509 shares@ 87.83 avg price
Troy M Davis@Davis Capital Management
Recent Activity
0.03%
$26,434
301 shares@ 87.83 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.02%
$21,516
245 shares@ 87.83 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
New Position
0.01%
$13,436
153 shares@ 87.82 avg price
Dominic DiGiacomo@Cranbrook Wealth Management, Llc
Recent Activity
0.01%
$6,587
75 shares@ 87.83 avg price