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 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,318
shares
|
$304,260
0.03% of portfolio
|
Q3 2024
Reduced 44.97%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
3,317
shares
|
$304,168
0.04% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,275
shares
|
$300,317
0.07% of portfolio
|
Q2 2023
Reduced 13.43%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Jan 20, 2026 Q4 2025 |
3,273
shares
|
$300,134
0.11% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,263
shares
|
$299,217
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
3,260
shares
|
$298,942
0.04% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
3,219
shares
|
$295,182
0.19% of portfolio
|
Q4 2025
Reduced 47.67%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,202
shares
|
$293,623
0.01% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
3,189
shares
|
$292,431
0.1% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,185
shares
|
$292,064
0.27% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
3,120
shares
|
$286,104
0.02% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
3,069
shares
|
$281,427
0.12% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,054
shares
|
$280,051
0.0% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
3,021
shares
|
$277,025
0.22% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
2,994
shares
|
$274,549
0.07% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
2,981
shares
|
$273,357
0.0% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,975
shares
|
$272,807
0.1% of portfolio
|
Q4 2025
Reduced 12.24%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
2,949
shares
|
$270,423
0.13% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
2,939
shares
|
$269,506
0.11% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,920
shares
|
$267,764
0.11% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,836
shares
|
$260,061
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
2,810
shares
|
$257,677
0.0% of portfolio
|
Q2 2023
Reduced 28.37%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,691
shares
|
$246,764
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,675
shares
|
$245,297
0.06% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,655
shares
|
$243,463
0.04% of portfolio
|
Q4 2024
Added 20.3%
|
|