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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,325
shares
|
$123,423
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,325
shares
|
$123,423
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
1,252
shares
|
$116,623
0.04% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,195
shares
|
$111,314
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,154
shares
|
$107,495
0.0% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,120
shares
|
$104,328
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,088
shares
|
$101,347
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$93,150
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
989
shares
|
$92,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
914
shares
|
$85,139
0.03% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
910
shares
|
$84,766
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
886
shares
|
$82,530
0.02% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
862
shares
|
$80,295
0.0% of portfolio
|
Q2 2025
Added 263.71%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
857
shares
|
$79,829
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
845
shares
|
$78,711
0.01% of portfolio
|
Q2 2025
Added 92.92%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
831
shares
|
$77,407
0.01% of portfolio
|
Q2 2025
Reduced 79.82%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
816
shares
|
$76,010
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
800
shares
|
$74,520
0.01% of portfolio
|
Q1 2022
Added 166.67%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
747
shares
|
$69,583
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$65,205
0.03% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
660
shares
|
$61,479
0.0% of portfolio
|
Q2 2025
Added 547.06%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
659
shares
|
$61,385
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
633
shares
|
$58,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
629
shares
|
$58,591
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
618
shares
|
$57,566
0.02% of portfolio
|
Q2 2025
Added 26.38%
|