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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
3,308
shares
|
$303,509
0.0% of portfolio
|
Q1 2025
Reduced 48.08%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,275
shares
|
$300,481
0.07% of portfolio
|
Q2 2023
Reduced 13.43%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,263
shares
|
$299,380
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
3,260
shares
|
$299,105
0.04% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
3,259
shares
|
$299,013
0.26% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
3,253
shares
|
$298,462
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
3,189
shares
|
$292,590
0.1% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,162
shares
|
$290,113
0.07% of portfolio
|
Q1 2025
Reduced 56.84%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
3,130
shares
|
$287,177
0.14% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
3,067
shares
|
$281,397
0.02% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
3,030
shares
|
$278,002
0.04% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
2,994
shares
|
$274,699
0.07% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
2,971
shares
|
$272,589
0.13% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,920
shares
|
$267,910
0.13% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
2,917
shares
|
$267,634
0.01% of portfolio
|
Q1 2025
Reduced 98.83%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,902
shares
|
$266,258
0.24% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,900
shares
|
$266,075
0.03% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,845
shares
|
$261,028
0.07% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
2,810
shares
|
$257,817
0.0% of portfolio
|
Q2 2023
Reduced 28.37%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,803
shares
|
$257,175
0.1% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
2,730
shares
|
$250,477
0.1% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,721
shares
|
$249,651
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
2,688
shares
|
$246,624
0.24% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
2,675
shares
|
$245,431
0.13% of portfolio
|
Q4 2024
Reduced 8.89%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
2,666
shares
|
$244,605
0.0% of portfolio
|
Q1 2025
Reduced 22.07%
|