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 |
|---|---|---|---|---|---|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
9,439
shares
|
$858,949
0.32% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,290
shares
|
$845,390
0.06% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,183
shares
|
$835,653
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,944
shares
|
$813,904
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
8,893
shares
|
$809,263
0.15% of portfolio
|
Q2 2025
Reduced 39.19%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
8,820
shares
|
$802,620
0.4% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
8,658
shares
|
$787,878
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
8,639
shares
|
$786,149
0.08% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
8,490
shares
|
$772,590
0.42% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
8,458
shares
|
$769,678
0.24% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
8,457
shares
|
$769,587
0.42% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,301
shares
|
$755,391
0.04% of portfolio
|
Q4 2023
Reduced 17.67%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
8,211
shares
|
$747,201
0.3% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
8,006
shares
|
$728,546
0.13% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,000
shares
|
$728,000
0.08% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,702
shares
|
$700,882
0.01% of portfolio
|
Q3 2022
Added 5.55%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
7,667
shares
|
$697,697
1.09% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
7,663
shares
|
$697,333
0.47% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
7,564
shares
|
$688,324
0.24% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,560
shares
|
$687,960
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
7,531
shares
|
$685,321
0.59% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
7,403
shares
|
$673,673
0.46% of portfolio
|
Q2 2025
Added 75.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,400
shares
|
$673,400
0.05% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
7,233
shares
|
$658,203
0.43% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
7,200
shares
|
$655,200
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|