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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
161,679
shares
|
$15.1 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
160,932
shares
|
$15 Million
6.58% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
160,498
shares
|
$15 Million
0.2% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
159,277
shares
|
$14.8 Million
2.93% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
153,760
shares
|
$14.3 Million
4.24% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
138,455
shares
|
$12.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
121,070
shares
|
$11.3 Million
4.07% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
119,784
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
118,349
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
115,584
shares
|
$10.8 Million
2.17% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
115,584
shares
|
$10.8 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
115,347
shares
|
$10.7 Million
4.73% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
114,088
shares
|
$10.6 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
112,310
shares
|
$10.5 Million
1.93% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
111,891
shares
|
$10.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
110,940
shares
|
$10.3 Million
0.26% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
109,837
shares
|
$10.2 Million
1.89% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
108,634
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
105,209
shares
|
$9.8 Million
0.08% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
102,652
shares
|
$9.56 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
101,470
shares
|
$9.45 Million
4.73% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
100,641
shares
|
$9.37 Million
3.34% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
100,509
shares
|
$9.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
100,339
shares
|
$9.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
98,247
shares
|
$9.15 Million
3.44% of portfolio
|
Q2 2025
Added 25.51%
|