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 571 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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,695
shares
|
$522,516
0.04% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,690
shares
|
$522,057
0.0% of portfolio
|
Q1 2025
Added 93.87%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
5,575
shares
|
$511,506
0.27% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,567
shares
|
$510,772
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
5,465
shares
|
$501,413
0.13% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,421
shares
|
$497,376
0.24% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
5,388
shares
|
$494,349
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
5,374
shares
|
$493,064
0.2% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
5,367
shares
|
$492,422
0.34% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
5,353
shares
|
$491,137
0.3% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
5,318
shares
|
$487,926
0.04% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
5,296
shares
|
$485,908
0.02% of portfolio
|
Q1 2025
Reduced 39.61%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,270
shares
|
$483,522
0.19% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,198
shares
|
$476,916
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
5,154
shares
|
$472,879
0.04% of portfolio
|
Q1 2023
Reduced 15.48%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,122
shares
|
$469,943
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,115
shares
|
$469,301
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,108
shares
|
$468,659
0.01% of portfolio
|
Q1 2025
Added 51.39%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,057
shares
|
$463,979
0.58% of portfolio
|
Q4 2022
Reduced 1.37%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,048
shares
|
$463,154
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,030
shares
|
$461,502
0.35% of portfolio
|
Q4 2023
Reduced 24.49%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
4,993
shares
|
$458,107
0.05% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,944
shares
|
$453,612
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
4,894
shares
|
$449,024
0.05% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
4,890
shares
|
$448,657
0.02% of portfolio
|
Q1 2025
Added 3.6%
|