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 |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
200
shares
|
$18,630
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
200
shares
|
$18,630
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
170
shares
|
$15,835
0.0% of portfolio
|
Q2 2025
Reduced 58.94%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162
shares
|
$15,090
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
153
shares
|
$14,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
141
shares
|
$13,134
0.0% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
141
shares
|
$13,134
0.0% of portfolio
|
Q1 2023
Reduced 75.26%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
135
shares
|
$12,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
110
shares
|
$10,246
0.0% of portfolio
|
Q2 2025
Reduced 65.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
107
shares
|
$9,967
0.0% of portfolio
|
Q4 2024
Reduced 63.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
100
shares
|
$9,315
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
93
shares
|
$8,662
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
79
shares
|
$7,358
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
72
shares
|
$6,706
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
67
shares
|
$6,241
0.0% of portfolio
|
Q2 2025
Reduced 61.27%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
60
shares
|
$5,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
58
shares
|
$5,402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
55
shares
|
$5,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
51
shares
|
$4,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
48
shares
|
$4,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
45
shares
|
$4,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
38
shares
|
$3,539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
29
shares
|
$2,701
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
27
shares
|
$2,515
0.0% of portfolio
|
Q2 2023
Reduced 77.5%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2
shares
|
$186
0.0% of portfolio
|
Q1 2025
New holding
|