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 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 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
|
$35.4 Million
28.8% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
378,332
shares
|
$34.4 Million
4.78% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
360,499
shares
|
$32.8 Million
1.12% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
333,602
shares
|
$30.4 Million
0.02% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
328,019
shares
|
$29.8 Million
1.56% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
322,546
shares
|
$29.4 Million
0.48% of portfolio
|
Q2 2025
Added 78.88%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
322,440
shares
|
$29.3 Million
6.81% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
316,430
shares
|
$28.8 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
305,951
shares
|
$27.8 Million
4.03% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
283,547
shares
|
$25.8 Million
0.18% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
272,526
shares
|
$24.8 Million
18.53% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
270,726
shares
|
$24.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
267,136
shares
|
$24.3 Million
1.24% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
258,284
shares
|
$23.5 Million
1.82% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
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%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
241,107
shares
|
$21.9 Million
4.84% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
222,761
shares
|
$20.3 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
222,520
shares
|
$20.2 Million
1.61% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
193,231
shares
|
$17.6 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
|
$16.3 Million
0.04% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
177,060
shares
|
$16.1 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
|
$15.8 Million
3.97% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
172,756
shares
|
$15.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 25.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
166,979
shares
|
$15.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.93%
|