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 579 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Aug 11, 2025 Q2 2025 |
388,844
shares
|
$36.2 Million
28.8% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
368,348
shares
|
$34.3 Million
0.09% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
368,038
shares
|
$34.3 Million
4.92% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
333,602
shares
|
$31.1 Million
0.02% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
328,019
shares
|
$30.6 Million
1.56% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
327,863
shares
|
$30.5 Million
7.1% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
322,546
shares
|
$30 Million
0.48% of portfolio
|
Q2 2025
Added 78.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
316,430
shares
|
$29.5 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
294,790
shares
|
$27.5 Million
4.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
277,319
shares
|
$25.8 Million
0.18% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
270,726
shares
|
$25.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
267,136
shares
|
$24.9 Million
1.24% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
259,743
shares
|
$24.2 Million
18.15% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
258,284
shares
|
$24.1 Million
1.82% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
249,326
shares
|
$23.2 Million
11.47% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
241,107
shares
|
$22.5 Million
4.84% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
232,903
shares
|
$21.7 Million
0.41% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
230,609
shares
|
$21.5 Million
1.8% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
221,458
shares
|
$20.6 Million
0.73% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,533
shares
|
$20.5 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
193,231
shares
|
$18 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
179,301
shares
|
$16.7 Million
0.04% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
177,060
shares
|
$16.5 Million
0.02% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
174,147
shares
|
$16.2 Million
3.97% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
166,979
shares
|
$15.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.93%
|