FTCS

First Trust Capital Strength

Latest period2026 - Q2Total superinvestors63

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 63 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

SuperinvestorPortfolio %Reported Value
Andria Williams@American Financial Advisors, Llc
Recent Activity
Increased 3.19%
4.21%
$34.978M
372,428 shares@ 93.93 avg price
Donna Blamberg@Heck Capital Advisors, Llc
Recent Activity
Increased 2.24%
1.06%
$17.609M
187,487 shares@ 93.93 avg price
DAVID M RAGLAND@Investors Research Corp
Recent Activity
New Position
2.93%
$16.354M
174,122 shares@ 93.92 avg price
PETER KRUSSEL@Southland Equity Partners Llc
Recent Activity
Increased 1.72%
1.36%
$7.731M
82,310 shares@ 93.93 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 3.32%
2.1%
$5.342M
56,883 shares@ 93.93 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -3.69%
1.47%
$5.32M
56,645 shares@ 93.93 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
Increased 0.69%
0.11%
$4.002M
42,613 shares@ 93.93 avg price
Lindsay Fields@Dagco, Inc.
Recent Activity
Decreased -49.85%
0.72%
$3.86M
41,102 shares@ 93.93 avg price
Michael Orecchio@Northbridge Financial Group, Llc
Recent Activity
Increased 3.25%
1.48%
$3.845M
40,936 shares@ 93.93 avg price
Daniel Ortega@B. Riley Wealth Advisors, Inc.
Recent Activity
Decreased -1.75%
0.14%
$2.587M
27,548 shares@ 93.91 avg price

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