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
Collin Randall@Bennett Associates Wealth Management
Recent Activity
Decreased -6.79%
18.6%
$22.413M
255,217 shares@ 87.83 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -9%
0.48%
$8.667M
98,693 shares@ 87.83 avg price
Ted S Rich@Rivertree Advisors, Llc
Recent Activity
Decreased -20.71%
5.3%
$8.057M
91,747 shares@ 87.83 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -45.37%
0.2%
$5.697M
64,874 shares@ 87.82 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -0.3%
2.37%
$5.376M
61,220 shares@ 87.83 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Decreased -1.37%
1.24%
$5.173M
59,875 shares@ 86.4 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Increased 6.69%
2.08%
$5.244M
59,716 shares@ 87.82 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Decreased -11.38%
2.71%
$5.224M
59,490 shares@ 87.82 avg price