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 |
|---|---|---|---|---|---|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,136
shares
|
$651,802
0.2% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,096
shares
|
$648,148
0.23% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
7,074
shares
|
$646,139
0.39% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
7,027
shares
|
$641,846
0.05% of portfolio
|
Q3 2025
Reduced 27.22%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,991
shares
|
$638,557
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,958
shares
|
$635,543
0.07% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
6,895
shares
|
$629,789
0.04% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
6,856
shares
|
$626,227
0.36% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
6,830
shares
|
$623,852
0.29% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,696
shares
|
$611,612
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
6,656
shares
|
$607,959
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,604
shares
|
$603,209
0.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
6,590
shares
|
$601,930
0.35% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,562
shares
|
$599,373
0.25% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
6,545
shares
|
$597,820
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
6,492
shares
|
$592,979
0.09% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,464
shares
|
$590,421
0.02% of portfolio
|
Q3 2025
Added 167.99%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,450
shares
|
$589,143
0.02% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
6,294
shares
|
$574,893
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,270
shares
|
$572,701
0.05% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
6,231
shares
|
$569,139
0.12% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
6,226
shares
|
$568,682
0.25% of portfolio
|
Q3 2025
Reduced 68.89%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,164
shares
|
$563,019
0.14% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
6,151
shares
|
$561,832
0.38% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
6,098
shares
|
$556,991
0.03% of portfolio
|
Q3 2025
Added 9.54%
|