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 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,991
shares
|
$641,074
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
6,975
shares
|
$639,607
0.36% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,958
shares
|
$638,048
0.07% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
6,895
shares
|
$632,271
0.04% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
6,827
shares
|
$626,035
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,696
shares
|
$614,023
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
6,656
shares
|
$610,355
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,639
shares
|
$608,796
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
6,590
shares
|
$604,303
0.35% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,545
shares
|
$600,176
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,464
shares
|
$592,748
0.02% of portfolio
|
Q3 2025
Added 167.99%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
6,389
shares
|
$585,871
0.09% of portfolio
|
Q4 2025
Reduced 1.59%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
6,264
shares
|
$574,408
0.23% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
6,226
shares
|
$570,924
0.25% of portfolio
|
Q3 2025
Reduced 68.89%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,207
shares
|
$569,181
0.04% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
6,164
shares
|
$565,238
0.15% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
6,160
shares
|
$564,872
0.13% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
6,102
shares
|
$559,553
0.0% of portfolio
|
Q3 2025
Added 115.09%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
6,084
shares
|
$557,902
0.73% of portfolio
|
Q4 2025
Reduced 20.65%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,024
shares
|
$552,400
0.03% of portfolio
|
Q4 2025
Reduced 1.21%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
6,006
shares
|
$550,750
0.24% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,940
shares
|
$544,698
0.09% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,926
shares
|
$543,414
0.0% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
5,800
shares
|
$531,860
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,800
shares
|
$531,860
0.03% of portfolio
|
Q2 2024
New holding
|
|