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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
67,920
shares
|
$6.33 Million
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
66,556
shares
|
$6.2 Million
4.69% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,275
shares
|
$6.08 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
|
$5.98 Million
4.65% of portfolio
|
Q2 2023
Added 14.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
59,898
shares
|
$5.58 Million
0.07% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
59,679
shares
|
$5.56 Million
2.49% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
59,378
shares
|
$5.53 Million
1.3% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
59,242
shares
|
$5.52 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
58,966
shares
|
$5.49 Million
3.58% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
58,687
shares
|
$5.47 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
58,656
shares
|
$5.46 Million
0.09% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
58,480
shares
|
$5.45 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
|
$5.45 Million
0.37% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
58,431
shares
|
$5.44 Million
1.15% of portfolio
|
Q2 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
57,367
shares
|
$5.34 Million
0.78% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
56,973
shares
|
$5.31 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,353
shares
|
$5.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
55,912
shares
|
$5.21 Million
0.16% of portfolio
|
Q2 2025
Reduced 25.65%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
55,795
shares
|
$5.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
54,892
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
54,431
shares
|
$5.07 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
53,457
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.61%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
53,051
shares
|
$4.94 Million
0.12% of portfolio
|
Q2 2025
Added 76.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
52,386
shares
|
$4.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
52,057
shares
|
$4.85 Million
0.42% of portfolio
|
Q2 2025
Added 0.21%
|