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 570 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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,120
shares
|
$102,300
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$91,340
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
914
shares
|
$83,484
0.03% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
910
shares
|
$83,119
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
862
shares
|
$78,735
0.0% of portfolio
|
Q3 2025
Reduced 93.29%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
857
shares
|
$78,278
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
845
shares
|
$77,182
0.01% of portfolio
|
Q2 2025
Added 92.92%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
833
shares
|
$76,086
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
821
shares
|
$74,990
0.0% of portfolio
|
Q3 2025
Added 84.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
800
shares
|
$73,072
0.01% of portfolio
|
Q1 2022
Added 166.67%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
778
shares
|
$71,062
0.02% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
763
shares
|
$69,692
0.0% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
747
shares
|
$68,230
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
738
shares
|
$67,408
0.0% of portfolio
|
Q3 2025
Reduced 32.17%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$63,938
0.03% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
660
shares
|
$60,284
0.0% of portfolio
|
Q2 2025
Added 547.06%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
659
shares
|
$60,193
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
649
shares
|
$59,279
0.0% of portfolio
|
Q3 2025
Reduced 24.71%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
629
shares
|
$57,452
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
568
shares
|
$51,881
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
557
shares
|
$50,876
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
533
shares
|
$48,684
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
510
shares
|
$46,583
0.0% of portfolio
|
Q1 2025
Reduced 80.74%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
429
shares
|
$39,184
0.01% of portfolio
|
Q1 2025
Added 145.14%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
424
shares
|
$38,728
0.01% of portfolio
|
Q3 2025
Reduced 48.04%
|