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 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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
2,248
shares
|
$206,254
0.0% of portfolio
|
Q1 2025
Reduced 40.04%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,237
shares
|
$205,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
2,232
shares
|
$204,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,231
shares
|
$204,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
2,219
shares
|
$203,593
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$203,409
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,214
shares
|
$203,134
0.02% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,979
shares
|
$181,573
0.02% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,977
shares
|
$181,389
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,910
shares
|
$175,242
0.01% of portfolio
|
Q1 2025
Added 275.25%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,849
shares
|
$169,645
0.0% of portfolio
|
Q2 2025
Added 288.45%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,799
shares
|
$165,058
0.06% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,706
shares
|
$156,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,648
shares
|
$151,204
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,634
shares
|
$149,919
0.01% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,615
shares
|
$148,176
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
1,447
shares
|
$132,762
0.05% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,366
shares
|
$125,330
0.06% of portfolio
|
Q2 2025
Reduced 75.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,336
shares
|
$122,578
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,325
shares
|
$121,568
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,325
shares
|
$121,568
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,193
shares
|
$109,457
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,154
shares
|
$105,879
0.0% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,123
shares
|
$103,035
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,111
shares
|
$101,934
0.0% of portfolio
|
Q1 2025
Reduced 18.96%
|