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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
48,032
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
47,155
shares
|
$4.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
46,810
shares
|
$4.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,788
shares
|
$4.26 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
46,679
shares
|
$4.25 Million
0.65% of portfolio
|
Q3 2025
Reduced 44.28%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
46,415
shares
|
$4.22 Million
4.12% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
45,501
shares
|
$4.14 Million
0.13% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
45,191
shares
|
$4.11 Million
2.12% of portfolio
|
Q4 2022
Reduced 7.52%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
45,009
shares
|
$4.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
44,883
shares
|
$4.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
44,802
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Added 168.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
44,080
shares
|
$4.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
43,500
shares
|
$3.96 Million
1.17% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
43,421
shares
|
$3.95 Million
1.02% of portfolio
|
Q3 2025
Reduced 26.36%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
43,030
shares
|
$3.92 Million
1.44% of portfolio
|
Q3 2025
Reduced 14.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
41,243
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
41,110
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
40,984
shares
|
$3.73 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
39,980
shares
|
$3.64 Million
3.05% of portfolio
|
Q2 2025
Reduced 32.6%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
39,546
shares
|
$3.6 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
39,350
shares
|
$3.58 Million
2.01% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
39,325
shares
|
$3.58 Million
0.27% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
39,054
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2025
Added 130.24%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
38,498
shares
|
$3.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
38,494
shares
|
$3.5 Million
0.29% of portfolio
|
Q2 2025
Added 18.2%
|