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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
65,403
shares
|
$6 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,275
shares
|
$5.99 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
|
$5.89 Million
4.65% of portfolio
|
Q2 2023
Added 14.6%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
63,603
shares
|
$5.84 Million
5.12% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
60,659
shares
|
$5.57 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
60,560
shares
|
$5.56 Million
2.28% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
59,679
shares
|
$5.48 Million
2.49% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
59,378
shares
|
$5.45 Million
1.3% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
59,319
shares
|
$5.44 Million
3.76% of portfolio
|
Q4 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
59,182
shares
|
$5.43 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
56,973
shares
|
$5.23 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
56,569
shares
|
$5.19 Million
0.89% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56,353
shares
|
$5.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
55,795
shares
|
$5.12 Million
0.4% of portfolio
|
Q2 2025
Reduced 80.3%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
55,615
shares
|
$5.1 Million
2.51% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
54,892
shares
|
$5.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
54,431
shares
|
$4.99 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
54,309
shares
|
$4.98 Million
0.43% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
52,731
shares
|
$4.84 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
51,949
shares
|
$4.77 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
51,691
shares
|
$4.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
51,684
shares
|
$4.74 Million
0.09% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
51,346
shares
|
$4.71 Million
2.69% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,429
shares
|
$4.63 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
49,726
shares
|
$4.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|