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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,931
shares
|
$450,397
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,826
shares
|
$440,806
0.06% of portfolio
|
Q3 2025
Reduced 19.31%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,811
shares
|
$439,436
0.01% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
4,797
shares
|
$438,157
0.11% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
4,767
shares
|
$435,417
0.17% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
4,740
shares
|
$432,951
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,709
shares
|
$430,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
4,665
shares
|
$426,101
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,635
shares
|
$423,360
0.13% of portfolio
|
Q2 2022
Added 8.52%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,554
shares
|
$415,962
0.03% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
4,510
shares
|
$411,943
0.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,485
shares
|
$409,659
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,464
shares
|
$407,741
0.09% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,456
shares
|
$407,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,438
shares
|
$405,366
0.04% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,423
shares
|
$403,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,411
shares
|
$402,900
0.02% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,410
shares
|
$402,809
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
4,409
shares
|
$402,718
0.17% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
4,342
shares
|
$396,598
0.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,322
shares
|
$394,771
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
4,263
shares
|
$389,382
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
4,194
shares
|
$383,079
0.04% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,122
shares
|
$376,503
0.07% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,041
shares
|
$369,104
0.23% of portfolio
|
Q2 2025
Added 394.61%
|