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 |
|---|---|---|---|---|---|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,655
shares
|
$243,596
0.04% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
2,654
shares
|
$243,504
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
2,650
shares
|
$243,137
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Apr 14, 2025 Q1 2025 |
2,639
shares
|
$242,128
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
2,589
shares
|
$237,540
0.07% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,539
shares
|
$232,953
0.06% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
2,532
shares
|
$232,311
0.02% of portfolio
|
Q1 2025
Reduced 22.95%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,520
shares
|
$231,210
0.0% of portfolio
|
Q2 2025
Reduced 46.43%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,500
shares
|
$229,375
0.01% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
2,499
shares
|
$229,283
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,493
shares
|
$228,732
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,482
shares
|
$227,723
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,439
shares
|
$223,778
0.06% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
2,433
shares
|
$223,227
0.07% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,423
shares
|
$222,310
0.11% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
2,412
shares
|
$221,301
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
2,400
shares
|
$220,200
0.06% of portfolio
|
Q3 2024
Reduced 35.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,377
shares
|
$218,089
0.06% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
2,372
shares
|
$217,631
0.19% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,366
shares
|
$217,080
0.04% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,332
shares
|
$213,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,316
shares
|
$212,493
0.0% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
2,297
shares
|
$210,749
0.08% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
2,297
shares
|
$210,749
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,293
shares
|
$210,382
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|