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 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 |
|---|---|---|---|---|---|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
423,608
shares
|
$38.9 Million
1.34% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
417,954
shares
|
$38.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 17.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
378,264
shares
|
$34.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
368,348
shares
|
$33.8 Million
0.09% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
368,038
shares
|
$33.8 Million
4.92% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
327,499
shares
|
$30 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
322,095
shares
|
$29.6 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
|
$29 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
304,616
shares
|
$27.9 Million
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
294,790
shares
|
$27 Million
4.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
275,723
shares
|
$25.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
259,743
shares
|
$23.8 Million
18.15% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
257,687
shares
|
$23.6 Million
1.9% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
249,326
shares
|
$22.9 Million
11.47% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
243,329
shares
|
$22.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
230,609
shares
|
$21.2 Million
1.8% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
229,551
shares
|
$21.1 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
227,641
shares
|
$20.9 Million
3.06% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
223,508
shares
|
$20.5 Million
1.36% of portfolio
|
Q1 2025
Reduced 31.56%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
220,563
shares
|
$20.2 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
|
$20.2 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
|
$18.4 Million
0.11% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
180,317
shares
|
$16.5 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
166,580
shares
|
$15.3 Million
2.41% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
166,466
shares
|
$15.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 51.5%
|