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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
51,338
shares
|
$4.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,429
shares
|
$4.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
50,298
shares
|
$4.69 Million
1.77% of portfolio
|
Q2 2025
Reduced 16.95%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
49,510
shares
|
$4.61 Million
1.5% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
48,295
shares
|
$4.5 Million
1.65% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
47,664
shares
|
$4.44 Million
1.87% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
47,384
shares
|
$4.41 Million
0.09% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
46,810
shares
|
$4.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,788
shares
|
$4.36 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
46,415
shares
|
$4.32 Million
4.12% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
45,303
shares
|
$4.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
45,191
shares
|
$4.21 Million
2.12% of portfolio
|
Q4 2022
Reduced 7.52%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
45,009
shares
|
$4.19 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
44,802
shares
|
$4.17 Million
0.0% of portfolio
|
Q2 2025
Added 168.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
44,080
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
44,047
shares
|
$4.1 Million
1.26% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
43,608
shares
|
$4.06 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
43,331
shares
|
$4.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
42,697
shares
|
$3.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
41,243
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
40,988
shares
|
$3.82 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
40,939
shares
|
$3.81 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
40,482
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
40,386
shares
|
$3.76 Million
2.5% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
39,980
shares
|
$3.72 Million
3.05% of portfolio
|
Q2 2025
Reduced 32.6%
|