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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,051
shares
|
$470,500
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
5,040
shares
|
$469,476
0.13% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,030
shares
|
$468,544
0.35% of portfolio
|
Q4 2023
Reduced 24.49%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
5,009
shares
|
$466,588
0.02% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
4,936
shares
|
$459,788
0.26% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,931
shares
|
$459,322
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
4,740
shares
|
$441,531
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,709
shares
|
$438,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,665
shares
|
$434,544
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,635
shares
|
$431,750
0.13% of portfolio
|
Q2 2022
Added 8.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,612
shares
|
$429,607
0.01% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
4,554
shares
|
$424,205
0.03% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,554
shares
|
$424,205
0.06% of portfolio
|
Q2 2025
Added 48.68%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,539
shares
|
$422,807
0.22% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
4,492
shares
|
$418,429
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,485
shares
|
$417,777
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
4,478
shares
|
$417,125
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
4,456
shares
|
$415,076
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
4,438
shares
|
$413,399
0.04% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
4,423
shares
|
$412,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
4,411
shares
|
$410,884
0.02% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,408
shares
|
$410,605
0.06% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
4,408
shares
|
$410,605
0.18% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
4,342
shares
|
$404,457
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,322
shares
|
$402,594
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|