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 |
|---|---|---|---|---|---|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
4,301
shares
|
$400,638
0.16% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
4,263
shares
|
$397,098
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
4,194
shares
|
$390,671
0.04% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
4,158
shares
|
$387,317
0.28% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,122
shares
|
$383,964
0.07% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
4,062
shares
|
$378,375
0.11% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,052
shares
|
$377,443
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
4,041
shares
|
$376,419
0.23% of portfolio
|
Q2 2025
Added 394.61%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,024
shares
|
$374,835
0.09% of portfolio
|
Q2 2025
Reduced 31.69%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
4,017
shares
|
$374,183
0.08% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
3,969
shares
|
$369,712
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,941
shares
|
$367,104
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,853
shares
|
$358,906
0.0% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,850
shares
|
$358,627
0.06% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,847
shares
|
$358,348
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,821
shares
|
$355,926
0.09% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
3,810
shares
|
$354,901
0.0% of portfolio
|
Q2 2025
Added 63.38%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
3,798
shares
|
$353,783
0.03% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,782
shares
|
$352,293
0.04% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,753
shares
|
$349,591
0.08% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,724
shares
|
$346,890
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$344,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,700
shares
|
$344,655
0.08% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,658
shares
|
$340,742
0.05% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,658
shares
|
$340,742
0.22% of portfolio
|
Q1 2025
Reduced 0.41%
|