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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
141
shares
|
$12,936
0.0% of portfolio
|
Q2 2025
Reduced 29.15%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
135
shares
|
$12,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
110
shares
|
$10,092
0.0% of portfolio
|
Q2 2025
Reduced 65.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
107
shares
|
$9,817
0.0% of portfolio
|
Q4 2024
Reduced 63.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
102
shares
|
$9,358
0.0% of portfolio
|
Q1 2025
Reduced 49.5%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
100
shares
|
$9,175
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
93
shares
|
$8,532
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
79
shares
|
$7,248
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
72
shares
|
$6,606
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
60
shares
|
$5,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
55
shares
|
$5,046
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
50
shares
|
$4,587
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
48
shares
|
$4,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
45
shares
|
$4,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
38
shares
|
$3,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
29
shares
|
$2,660
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
27
shares
|
$2,477
0.0% of portfolio
|
Q2 2023
Reduced 77.5%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2
shares
|
$183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$91
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|