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 572 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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,052
shares
|
$371,771
0.01% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
4,024
shares
|
$369,202
0.09% of portfolio
|
Q2 2025
Reduced 31.69%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,850
shares
|
$353,237
0.06% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,847
shares
|
$352,962
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
3,798
shares
|
$348,466
0.03% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,791
shares
|
$347,824
0.0% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,782
shares
|
$346,998
0.04% of portfolio
|
Q2 2025
Reduced 25.4%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,724
shares
|
$341,677
0.02% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
3,706
shares
|
$340,025
0.09% of portfolio
|
Q1 2025
Reduced 58.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,700
shares
|
$339,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,700
shares
|
$339,475
0.08% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
3,658
shares
|
$335,621
0.22% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,658
shares
|
$335,621
0.05% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,626
shares
|
$332,685
0.08% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,590
shares
|
$329,382
0.07% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
3,587
shares
|
$329,107
0.25% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
3,565
shares
|
$327,088
0.08% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
3,562
shares
|
$326,813
0.26% of portfolio
|
Q1 2025
Reduced 15.99%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
3,539
shares
|
$324,703
0.1% of portfolio
|
Q1 2025
Reduced 31.05%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,466
shares
|
$318,005
0.04% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
3,370
shares
|
$309,197
0.08% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,358
shares
|
$308,096
0.0% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,347
shares
|
$307,087
0.12% of portfolio
|
Q4 2022
Reduced 5.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
3,336
shares
|
$306,078
0.09% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,318
shares
|
$304,426
0.03% of portfolio
|
Q3 2024
Reduced 44.97%
|