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 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
17,729
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,645
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
17,556
shares
|
$1.6 Million
0.33% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
17,536
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Added 314.17%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
17,432
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.22%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
17,181
shares
|
$1.56 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
17,123
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
16,738
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 43.26%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
16,650
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
16,222
shares
|
$1.48 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
16,220
shares
|
$1.48 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
16,186
shares
|
$1.47 Million
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,125
shares
|
$1.47 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
16,075
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
15,898
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,777
shares
|
$1.44 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
15,688
shares
|
$1.43 Million
0.61% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,660
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
15,578
shares
|
$1.42 Million
0.36% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
15,559
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
15,225
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
15,223
shares
|
$1.39 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,068
shares
|
$1.37 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
14,699
shares
|
$1.34 Million
1.14% of portfolio
|
Q1 2025
Added 172.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,683
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.38%
|