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 572 institutions that hold shares in the stock, with a total of 65.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
18,193
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 67.95%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
18,074
shares
|
$1.66 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,056
shares
|
$1.66 Million
0.86% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
17,626
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
17,260
shares
|
$1.58 Million
0.56% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
17,143
shares
|
$1.57 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
17,129
shares
|
$1.57 Million
0.83% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,962
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
16,744
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 47.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,660
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.33%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
16,650
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
16,634
shares
|
$1.53 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
16,384
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 93.57%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
16,183
shares
|
$1.48 Million
0.43% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,125
shares
|
$1.48 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
16,112
shares
|
$1.48 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
15,924
shares
|
$1.46 Million
0.24% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
15,923
shares
|
$1.46 Million
0.68% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
15,838
shares
|
$1.45 Million
2.11% of portfolio
|
Q2 2025
Reduced 67.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,820
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
15,774
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,660
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,564
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
15,304
shares
|
$1.4 Million
0.68% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
15,272
shares
|
$1.4 Million
0.61% of portfolio
|
Q1 2025
Reduced 15.4%
|