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 65.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,400
shares
|
$678,950
0.05% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
7,378
shares
|
$676,931
0.49% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
7,298
shares
|
$669,591
0.43% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
7,010
shares
|
$643,167
0.44% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,991
shares
|
$641,424
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
6,918
shares
|
$634,726
0.3% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
6,895
shares
|
$632,616
0.24% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
6,895
shares
|
$632,616
0.05% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
6,810
shares
|
$624,817
0.41% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
6,656
shares
|
$610,688
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,604
shares
|
$605,917
0.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
6,578
shares
|
$603,531
0.06% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
6,553
shares
|
$601,237
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
6,546
shares
|
$600,595
0.31% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,294
shares
|
$577,474
0.18% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,273
shares
|
$575,547
0.0% of portfolio
|
Q1 2025
Added 114.17%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
6,209
shares
|
$569,675
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,164
shares
|
$565,547
0.14% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,101
shares
|
$559,766
0.27% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
6,004
shares
|
$550,867
0.44% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,981
shares
|
$548,756
0.07% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,800
shares
|
$532,150
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
5,800
shares
|
$532,150
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,797
shares
|
$531,874
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
5,751
shares
|
$527,654
0.25% of portfolio
|
Q4 2024
Added 19.32%
|