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 |
|---|---|---|---|---|---|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
2,639
shares
|
$241,996
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,634
shares
|
$241,537
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,605
shares
|
$238,878
0.03% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
2,601
shares
|
$238,511
0.0% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
2,588
shares
|
$237,319
0.16% of portfolio
|
Q4 2025
Reduced 17.82%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,539
shares
|
$232,826
0.06% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
2,485
shares
|
$227,874
0.15% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,471
shares
|
$226,590
0.0% of portfolio
|
Q3 2025
Added 274.96%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,471
shares
|
$226,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,458
shares
|
$225,398
0.03% of portfolio
|
Q4 2025
Reduced 15.24%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
2,444
shares
|
$224,114
0.0% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,433
shares
|
$223,106
0.06% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,423
shares
|
$222,189
0.11% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
2,418
shares
|
$221,730
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$220,630
0.0% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,400
shares
|
$220,080
0.24% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,390
shares
|
$219,163
0.07% of portfolio
|
Q3 2025
Added 46.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,386
shares
|
$218,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,377
shares
|
$217,970
0.03% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
2,375
shares
|
$217,787
0.15% of portfolio
|
Q4 2025
Reduced 8.65%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,357
shares
|
$216,136
0.03% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,324
shares
|
$213,110
0.05% of portfolio
|
Q3 2025
Reduced 62.7%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
2,289
shares
|
$209,901
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
2,279
shares
|
$208,984
0.06% of portfolio
|
Q4 2025
Reduced 8.47%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,238
shares
|
$205,224
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|