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 573 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
166,534
shares
|
$15.2 Million
3.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
165,092
shares
|
$15 Million
0.2% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
163,905
shares
|
$14.9 Million
4.22% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
161,679
shares
|
$14.7 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
135,390
shares
|
$12.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
134,338
shares
|
$12.2 Million
2.05% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
121,518
shares
|
$11.1 Million
5.3% of portfolio
|
Q3 2025
Reduced 24.49%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
121,070
shares
|
$11 Million
4.07% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
119,784
shares
|
$10.9 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
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.84%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
115,584
shares
|
$10.5 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
115,584
shares
|
$10.5 Million
2.17% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
115,347
shares
|
$10.5 Million
4.73% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
111,446
shares
|
$10.1 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
110,940
shares
|
$10.1 Million
0.26% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
110,235
shares
|
$10 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
108,634
shares
|
$9.89 Million
0.24% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
107,273
shares
|
$9.76 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
105,209
shares
|
$9.57 Million
0.08% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
102,652
shares
|
$9.34 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
|
$9.23 Million
4.73% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
100,641
shares
|
$9.16 Million
3.34% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
100,380
shares
|
$9.13 Million
0.25% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
100,339
shares
|
$9.13 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
|
$8.94 Million
3.44% of portfolio
|
Q2 2025
Added 25.51%
|