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 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
180,317
shares
|
$16.4 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
171,678
shares
|
$15.7 Million
7.63% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
166,580
shares
|
$15.2 Million
2.41% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
166,466
shares
|
$15.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 51.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
161,755
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
160,629
shares
|
$14.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
158,085
shares
|
$14.4 Million
0.22% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
150,353
shares
|
$13.7 Million
4.36% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
147,089
shares
|
$13.4 Million
2.91% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
138,974
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
122,825
shares
|
$11.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
121,070
shares
|
$11 Million
4.07% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
120,332
shares
|
$11 Million
0.01% of portfolio
|
Q1 2025
Added 263.63%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
118,521
shares
|
$10.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 31.46%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
117,796
shares
|
$10.7 Million
1.57% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
117,355
shares
|
$10.7 Million
3.19% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
117,185
shares
|
$10.7 Million
2.36% of portfolio
|
Q1 2025
Added 22.1%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
114,822
shares
|
$10.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
112,658
shares
|
$10.3 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
109,312
shares
|
$9.97 Million
4.84% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
109,032
shares
|
$9.94 Million
0.28% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
107,266
shares
|
$9.78 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
105,008
shares
|
$9.58 Million
1.95% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
104,494
shares
|
$9.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
102,984
shares
|
$9.39 Million
5.71% of portfolio
|
Q1 2025
Reduced 4.0%
|