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 579 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,164
shares
|
$574,176
0.14% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,101
shares
|
$568,308
0.27% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,981
shares
|
$557,130
0.07% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,919
shares
|
$551,354
0.04% of portfolio
|
Q2 2025
Reduced 64.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
5,834
shares
|
$543,437
0.0% of portfolio
|
Q2 2025
Added 53.89%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,826
shares
|
$542,691
0.1% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,800
shares
|
$540,270
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
5,800
shares
|
$540,270
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,797
shares
|
$539,990
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,695
shares
|
$530,489
0.04% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,567
shares
|
$518,566
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,544
shares
|
$516,423
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
5,468
shares
|
$509,344
0.25% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,421
shares
|
$504,966
0.22% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
5,421
shares
|
$504,966
0.05% of portfolio
|
Q2 2025
Reduced 77.14%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
5,367
shares
|
$499,936
0.34% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
5,353
shares
|
$498,631
0.34% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,318
shares
|
$495,371
0.04% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,270
shares
|
$490,900
0.18% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,198
shares
|
$484,193
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,198
shares
|
$484,193
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,125
shares
|
$477,393
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,123
shares
|
$477,207
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,109
shares
|
$475,903
0.28% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,057
shares
|
$471,059
0.58% of portfolio
|
Q4 2022
Reduced 1.37%
|