PARK NATIONAL CORP /OH/ FTCS — First Trust Capital Strength E

Ownership history in PARK NATIONAL CORP /OH/  ·  26 quarters on record

AI Ownership Summary

PARK NATIONAL CORP /OH/ reported First Trust Capital Strength E (FTCS) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2023 Q4. The latest visible filing shows FTCS at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTCS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PARK NATIONAL CORP /OH/'s position in First Trust Capital Strength E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FTCS was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTCS stock page PARK NATIONAL CORP /OH/ fund profile PARK NATIONAL CORP /OH/ full holdings
How PARK NATIONAL CORP /OH/ held FTCS — position size vs. price
% of Fund (quarterly)    FTCS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 322,143 -16,248 -4.8% 0.91% $29.9M 2026-04-16 $93.97
2025 Q4 REDUCED 6.1% +0.6% ❌ 338,391 -22,108 -6.1% 0.98% $31.3M 2026-01-05 $93.24
2025 Q3 REDUCED 14.9% +0.0% ❌ 360,499 -63,109 -14.9% 1.06% $33.8M 2025-10-01 $92.69
2025 Q2 REDUCED 10.2% +2.9% ❌ 423,608 -48,040 -10.2% 1.27% $38.5M 2025-07-01 $91.19
2025 Q1 REDUCED — — — 471,648 -9,762 -2.0% 1.55% $42.3M 2025-04-02 $89.04
2024 Q4 ADDED — — — 481,410 +2,615 +0.5% 1.55% $42.3M 2025-01-08 $86.38
2024 Q3 REDUCED — — — 478,795 -1,252 -0.3% 1.52% $43.5M 2024-10-01 $89.15
2024 Q2 REDUCED — — — 480,047 -10,811 -2.2% 1.49% $40.3M 2024-07-15 $83.74
2024 Q1 REDUCED — — — 490,858 -7,069 -1.4% 1.62% $42.0M 2024-04-01 $82.95
2023 Q4 ADDED — — — 497,927 +27,904 +5.9% 1.63% $39.9M 2024-01-02 $78.07
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTCS

As of 2026 Q1 — sorted by position size

Randall & Associates Wealth Management 12.57% tru Independence LLC 3Y 8.5% Morey & Quinn Wealth Partners, LLC 5.29% RiverTree Advisors, LLC 3Y 4.61% Claris Financial LLC 3.12% SILVER OAK SECURITIES, INCORPORATED 3Y 2.8% Wisconsin Wealth Advisors, LLC 2.42% Forefront Wealth Partners, LLC 1.88% Plus Group Wealth Advisors LLC 1.85% Purus Wealth Management, LLC 3Y 1.74%

FAQ About PARK NATIONAL CORP /OH/ and FTCS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PARK NATIONAL CORP /OH/ reported owning FTCS?

PARK NATIONAL CORP /OH/ reported FTCS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FTCS position in PARK NATIONAL CORP /OH/'s portfolio?

The largest reported portfolio weight for FTCS was 1.63% in 2023 Q4.

What is the latest reported FTCS position on this page?

The most recent filing on this page is 2026 Q1, when PARK NATIONAL CORP /OH/ reported 322,143 shares, equal to 0.91% of portfolio, with an estimated market value of $29.9M.

What does the chart on this FTCS ownership page compare?

The chart compares PARK NATIONAL CORP /OH/'s quarterly FTCS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PARK NATIONAL CORP /OH/ time their FTCS position?

Based on 13F filing dates vs. subsequent FTCS price moves, PARK NATIONAL CORP /OH/ correctly timed 12 out of 25 reported position changes (48%).

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