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 571 institutions that hold shares in the stock, with a total of 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
425,544
shares
|
$38.8 Million
3.73% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
417,954
shares
|
$38.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
417,074
shares
|
$38 Million
0.91% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
378,264
shares
|
$34.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
375,398
shares
|
$34.2 Million
5.11% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
327,499
shares
|
$29.9 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
322,095
shares
|
$29.4 Million
7.48% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
316,430
shares
|
$28.9 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
304,616
shares
|
$27.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
302,092
shares
|
$27.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
295,779
shares
|
$27 Million
4.35% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
283,288
shares
|
$25.8 Million
0.97% of portfolio
|
Q1 2025
Added 200.03%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
275,723
shares
|
$25.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
260,113
shares
|
$23.7 Million
19.22% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
257,687
shares
|
$23.5 Million
1.9% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
249,326
shares
|
$22.7 Million
11.47% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
243,329
shares
|
$22.2 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
229,551
shares
|
$20.9 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
227,641
shares
|
$20.8 Million
3.06% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
223,508
shares
|
$20.4 Million
1.36% of portfolio
|
Q1 2025
Reduced 31.56%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
220,563
shares
|
$20.1 Million
0.78% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,533
shares
|
$20.1 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
201,010
shares
|
$18.3 Million
0.11% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
199,030
shares
|
$18.1 Million
2.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
181,394
shares
|
$16.5 Million
0.21% of portfolio
|
Q1 2025
Reduced 35.46%
|