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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,849
shares
|
$444,895
0.0% of portfolio
|
Q1 2025
Reduced 63.81%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
4,845
shares
|
$444,528
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,839
shares
|
$443,978
0.01% of portfolio
|
Q1 2025
Reduced 10.07%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
4,781
shares
|
$438,656
0.21% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
4,740
shares
|
$434,895
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,736
shares
|
$434,528
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,709
shares
|
$432,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,665
shares
|
$428,013
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,635
shares
|
$425,261
0.13% of portfolio
|
Q2 2022
Added 8.52%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,620
shares
|
$423,885
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,554
shares
|
$417,829
0.06% of portfolio
|
Q2 2025
Added 48.68%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,539
shares
|
$416,453
0.22% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,485
shares
|
$411,498
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,456
shares
|
$408,838
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
4,423
shares
|
$405,810
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,419
shares
|
$405,443
0.03% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
4,404
shares
|
$404,067
0.06% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
4,342
shares
|
$398,378
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
4,322
shares
|
$396,543
0.06% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
4,301
shares
|
$394,616
0.16% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
4,263
shares
|
$391,130
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
4,195
shares
|
$384,891
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
4,158
shares
|
$381,496
0.28% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,117
shares
|
$377,734
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
4,062
shares
|
$372,688
0.11% of portfolio
|
Q2 2025
Reduced 12.87%
|