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 |
|---|---|---|---|---|---|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
39,725
shares
|
$3.7 Million
2.69% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
39,325
shares
|
$3.66 Million
0.27% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
39,054
shares
|
$3.64 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
|
$3.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
38,494
shares
|
$3.59 Million
0.28% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
37,225
shares
|
$3.47 Million
0.24% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
37,174
shares
|
$3.46 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,942
shares
|
$3.44 Million
0.19% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
36,892
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
36,363
shares
|
$3.39 Million
1.4% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
36,211
shares
|
$3.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Aug 11, 2025 Q2 2025 |
34,912
shares
|
$3.25 Million
2.35% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3.23 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
34,005
shares
|
$3.17 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
33,778
shares
|
$3.15 Million
2.43% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$3.11 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
32,253
shares
|
$3 Million
0.3% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
32,177
shares
|
$3 Million
0.12% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
31,741
shares
|
$2.96 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
31,709
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
31,151
shares
|
$2.9 Million
2.37% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
30,743
shares
|
$2.86 Million
0.59% of portfolio
|
Q2 2025
Added 79.48%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,758
shares
|
$2.77 Million
0.13% of portfolio
|
Q2 2025
Reduced 46.05%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
29,527
shares
|
$2.75 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
29,512
shares
|
$2.75 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.17%
|