Institutional Ownership First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS). We have compiled data on the 573 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,139,650
shares
|
$741 Million
0.26% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,948,053
shares
|
$541 Million
0.04% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,038,421
shares
|
$458 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,288,921
shares
|
$299 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,084,278
shares
|
$281 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,612,571
shares
|
$238 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,714,227
shares
|
$156 Million
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,510,565
shares
|
$137 Million
0.02% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,462,525
shares
|
$133 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,246,380
shares
|
$113 Million
0.22% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,195,210
shares
|
$109 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,134,550
shares
|
$103 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,121,253
shares
|
$102 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,000,721
shares
|
$91.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
975,950
shares
|
$88.8 Million
0.02% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
771,221
shares
|
$70.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
674,700
shares
|
$61.4 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
665,115
shares
|
$60.5 Million
0.04% of portfolio
|
Q3 2025
Added 19.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
587,586
shares
|
$53.5 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
571,343
shares
|
$52 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
455,404
shares
|
$41.4 Million
0.73% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
438,255
shares
|
$39.9 Million
3.36% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
426,771
shares
|
$38.8 Million
0.2% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
401,301
shares
|
$36.5 Million
0.09% of portfolio
|
Q3 2025
Added 8.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
393,478
shares
|
$35.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.47%
|