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 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,335
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
11,247
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
11,216
shares
|
$1.03 Million
0.33% of portfolio
|
Q2 2025
Reduced 76.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
11,183
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,114
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
11,068
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
11,045
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
11,023
shares
|
$1.01 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,016
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
10,950
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,928
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
10,909
shares
|
$1 Million
0.99% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,887
shares
|
$998,882
0.02% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,880
shares
|
$998,240
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
10,857
shares
|
$996,129
0.16% of portfolio
|
Q1 2025
Added 23.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,418
shares
|
$955,851
0.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
10,315
shares
|
$946,401
0.69% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
10,296
shares
|
$944,658
0.18% of portfolio
|
Q1 2025
Reduced 13.65%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
10,287
shares
|
$943,832
0.86% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
10,264
shares
|
$941,722
0.42% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
10,219
shares
|
$937,593
0.27% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,081
shares
|
$924,931
0.07% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,924
shares
|
$910,527
0.5% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
9,699
shares
|
$889,883
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
9,637
shares
|
$884,194
0.18% of portfolio
|
Q2 2025
Added 26.25%
|