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 570 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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
37,310
shares
|
$3.41 Million
0.17% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,942
shares
|
$3.37 Million
0.19% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,892
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
36,694
shares
|
$3.35 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
34,912
shares
|
$3.19 Million
2.35% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3.17 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
34,480
shares
|
$3.15 Million
1.14% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
33,778
shares
|
$3.09 Million
2.43% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$3.05 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
32,800
shares
|
$3 Million
0.05% of portfolio
|
Q3 2025
Reduced 44.08%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
32,253
shares
|
$2.95 Million
0.3% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
32,196
shares
|
$2.94 Million
2.81% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
31,741
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
31,151
shares
|
$2.85 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
30,743
shares
|
$2.81 Million
0.59% of portfolio
|
Q2 2025
Added 79.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
30,568
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,326
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,758
shares
|
$2.72 Million
0.13% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
29,512
shares
|
$2.7 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
29,156
shares
|
$2.66 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
29,143
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
29,108
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
29,056
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
28,974
shares
|
$2.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.07%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
28,861
shares
|
$2.64 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.15%
|