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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
15,227
shares
|
$1.4 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
15,223
shares
|
$1.4 Million
0.82% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
14,894
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Added 145.69%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
14,699
shares
|
$1.35 Million
1.14% of portfolio
|
Q1 2025
Added 172.0%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
14,649
shares
|
$1.34 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
14,625
shares
|
$1.34 Million
0.25% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,451
shares
|
$1.33 Million
0.13% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,384
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
13,892
shares
|
$1.27 Million
1.05% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,823
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,482
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
13,064
shares
|
$1.2 Million
0.72% of portfolio
|
Q1 2025
Reduced 31.69%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
13,064
shares
|
$1.2 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
12,800
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,656
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
12,418
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
12,292
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
12,108
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
11,936
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 41.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
11,684
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
11,523
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 60.84%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
11,480
shares
|
$1.05 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,391
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,371
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
11,338
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2025
Added 8.05%
|