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 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
102,439
shares
|
$9.4 Million
0.37% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
100,914
shares
|
$9.26 Million
0.08% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
100,641
shares
|
$9.23 Million
3.34% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
98,247
shares
|
$9.01 Million
3.44% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
98,223
shares
|
$9.01 Million
0.09% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
92,099
shares
|
$8.45 Million
0.85% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
91,323
shares
|
$8.38 Million
6.18% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
90,214
shares
|
$8.28 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
87,489
shares
|
$8.03 Million
1.74% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
87,308
shares
|
$8.01 Million
6.48% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
85,000
shares
|
$7.8 Million
1.04% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
83,794
shares
|
$7.69 Million
0.16% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
83,772
shares
|
$7.69 Million
1.9% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
82,866
shares
|
$7.6 Million
0.0% of portfolio
|
Q1 2025
Added 131.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
79,264
shares
|
$7.27 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
75,201
shares
|
$6.9 Million
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
74,880
shares
|
$6.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 65.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
74,006
shares
|
$6.79 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
73,637
shares
|
$6.76 Million
1.19% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
72,473
shares
|
$6.65 Million
0.91% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
72,331
shares
|
$6.64 Million
0.1% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
72,081
shares
|
$6.61 Million
2.38% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
71,243
shares
|
$6.54 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
69,725
shares
|
$6.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
68,526
shares
|
$6.29 Million
0.51% of portfolio
|
Q2 2025
Added 5.38%
|