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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
49,510
shares
|
$4.54 Million
1.5% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
48,959
shares
|
$4.49 Million
2.03% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
48,295
shares
|
$4.43 Million
1.65% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
48,094
shares
|
$4.41 Million
0.32% of portfolio
|
Q1 2025
Reduced 22.36%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
46,914
shares
|
$4.3 Million
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,788
shares
|
$4.29 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
46,467
shares
|
$4.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
45,400
shares
|
$4.17 Million
0.13% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
45,320
shares
|
$4.16 Million
4.29% of portfolio
|
Q1 2025
Added 43.19%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
45,191
shares
|
$4.15 Million
2.12% of portfolio
|
Q4 2022
Reduced 7.52%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
43,651
shares
|
$4 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
43,608
shares
|
$4 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
43,554
shares
|
$4 Million
1.5% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
43,331
shares
|
$3.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
42,812
shares
|
$3.93 Million
0.13% of portfolio
|
Q1 2025
Reduced 35.66%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
42,459
shares
|
$3.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
42,036
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
41,528
shares
|
$3.81 Million
2.53% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
41,371
shares
|
$3.8 Million
3.49% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
41,345
shares
|
$3.79 Million
0.91% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
40,708
shares
|
$3.73 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
40,482
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
40,386
shares
|
$3.71 Million
2.5% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
39,314
shares
|
$3.61 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
38,688
shares
|
$3.55 Million
1.7% of portfolio
|
Q1 2025
Reduced 20.08%
|