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 62.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
98,222
shares
|
$8.94 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
97,188
shares
|
$8.84 Million
0.11% of portfolio
|
Q3 2025
Added 24.31%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
93,354
shares
|
$8.5 Million
0.82% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
92,476
shares
|
$8.42 Million
0.28% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
91,492
shares
|
$8.33 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
88,362
shares
|
$8.04 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
87,554
shares
|
$7.97 Million
1.4% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
87,278
shares
|
$7.94 Million
0.49% of portfolio
|
Q3 2025
Added 56.43%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
83,909
shares
|
$7.64 Million
1.59% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
82,673
shares
|
$7.52 Million
5.71% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
81,259
shares
|
$7.39 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
80,102
shares
|
$7.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.43%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
78,630
shares
|
$7.16 Million
6.11% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
76,715
shares
|
$6.98 Million
1.85% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
75,280
shares
|
$6.85 Million
3.52% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
73,821
shares
|
$6.72 Million
0.02% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
73,676
shares
|
$6.7 Million
4.67% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
73,637
shares
|
$6.7 Million
1.19% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,951
shares
|
$6.64 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
72,948
shares
|
$6.64 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
72,646
shares
|
$6.61 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
70,242
shares
|
$6.39 Million
0.05% of portfolio
|
Q2 2025
Added 35.89%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
68,972
shares
|
$6.28 Million
3.46% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
68,526
shares
|
$6.24 Million
0.51% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
68,187
shares
|
$6.21 Million
0.01% of portfolio
|
Q2 2025
Added 491.75%
|