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 |
|---|---|---|---|---|---|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
9,530
shares
|
$874,377
0.62% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,410
shares
|
$863,367
0.0% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,406
shares
|
$863,000
0.07% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,374
shares
|
$860,064
0.45% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
9,275
shares
|
$850,981
0.42% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
9,227
shares
|
$846,577
0.42% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,051
shares
|
$830,429
0.01% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,944
shares
|
$820,612
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
8,513
shares
|
$781,067
0.27% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
8,490
shares
|
$778,957
0.43% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
8,443
shares
|
$774,645
0.46% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,428
shares
|
$773,269
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,408
shares
|
$771,434
0.0% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,378
shares
|
$768,681
0.04% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,301
shares
|
$761,616
0.04% of portfolio
|
Q4 2023
Reduced 17.67%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,278
shares
|
$759,506
0.12% of portfolio
|
Q1 2025
Added 106.69%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
7,831
shares
|
$718,494
0.44% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
7,780
shares
|
$713,815
0.16% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,702
shares
|
$706,658
0.01% of portfolio
|
Q3 2022
Added 5.55%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,578
shares
|
$695,281
0.05% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
7,564
shares
|
$693,997
0.28% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
7,561
shares
|
$693,721
0.24% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,560
shares
|
$693,630
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
7,451
shares
|
$683,629
0.06% of portfolio
|
Q1 2025
Added 73.0%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
7,403
shares
|
$679,225
0.46% of portfolio
|
Q2 2025
Added 75.26%
|