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 |
|---|---|---|---|---|---|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
3,971
shares
|
$362,711
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
3,950
shares
|
$360,793
0.1% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
3,948
shares
|
$360,610
0.07% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,941
shares
|
$359,970
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,853
shares
|
$351,933
0.0% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,850
shares
|
$351,659
0.06% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,847
shares
|
$351,384
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,821
shares
|
$349,010
0.09% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
3,810
shares
|
$348,005
0.0% of portfolio
|
Q2 2025
Added 63.38%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
3,809
shares
|
$347,914
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,805
shares
|
$347,548
0.07% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,782
shares
|
$345,447
0.04% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
3,724
shares
|
$340,150
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$337,958
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,700
shares
|
$337,958
0.08% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,631
shares
|
$331,655
0.05% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
3,608
shares
|
$329,554
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
3,587
shares
|
$327,636
0.25% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,563
shares
|
$325,444
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,485
shares
|
$318,319
0.01% of portfolio
|
Q3 2025
Reduced 13.99%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,473
shares
|
$317,223
0.08% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
3,390
shares
|
$309,642
0.12% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
3,358
shares
|
$306,719
0.0% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,347
shares
|
$305,714
0.12% of portfolio
|
Q4 2022
Reduced 5.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
3,336
shares
|
$304,710
0.09% of portfolio
|
Q4 2024
Reduced 22.67%
|