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 570 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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,657
shares
|
$1.34 Million
0.12% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,566
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
14,264
shares
|
$1.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
14,241
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
14,147
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
13,644
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2025
Added 14.48%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
13,439
shares
|
$1.23 Million
0.67% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
13,418
shares
|
$1.23 Million
0.6% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
13,139
shares
|
$1.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 22.36%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
13,076
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 484.53%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
12,928
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
12,858
shares
|
$1.17 Million
1.08% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
12,800
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
12,564
shares
|
$1.15 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,547
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
12,526
shares
|
$1.14 Million
0.63% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
12,519
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
12,363
shares
|
$1.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
12,287
shares
|
$1.12 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
12,108
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,899
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
11,848
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
11,691
shares
|
$1.07 Million
0.71% of portfolio
|
Q3 2025
Reduced 70.57%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
11,480
shares
|
$1.05 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,371
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.08%
|