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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,275
shares
|
$5.94 Million
0.18% of portfolio
|
Q2 2020
Added 5.36%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
64,208
shares
|
$5.84 Million
4.65% of portfolio
|
Q2 2023
Added 14.6%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
59,446
shares
|
$5.41 Million
0.39% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
59,174
shares
|
$5.38 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
58,990
shares
|
$5.37 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
58,726
shares
|
$5.34 Million
2.59% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
58,687
shares
|
$5.34 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
58,480
shares
|
$5.32 Million
2.95% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
58,464
shares
|
$5.32 Million
0.37% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
58,436
shares
|
$5.32 Million
1.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
57,664
shares
|
$5.25 Million
0.18% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
57,566
shares
|
$5.24 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
57,367
shares
|
$5.22 Million
0.78% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,353
shares
|
$5.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
55,912
shares
|
$5.09 Million
0.16% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
53,457
shares
|
$4.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.61%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
52,730
shares
|
$4.8 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
52,228
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
52,057
shares
|
$4.74 Million
0.42% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,429
shares
|
$4.59 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
49,716
shares
|
$4.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
49,510
shares
|
$4.51 Million
1.5% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
49,133
shares
|
$4.47 Million
0.16% of portfolio
|
Q3 2025
Added 52.7%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
48,871
shares
|
$4.45 Million
1.8% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
48,354
shares
|
$4.4 Million
1.55% of portfolio
|
Q3 2025
Added 0.12%
|