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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
38,483
shares
|
$3.53 Million
0.25% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
38,046
shares
|
$3.49 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
37,266
shares
|
$3.42 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
37,225
shares
|
$3.42 Million
0.24% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
36,942
shares
|
$3.39 Million
0.19% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
35,777
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Forge Financial Services LLC
Edmond, OK |
May 06, 2025 Q1 2025 |
34,888
shares
|
$3.2 Million
2.76% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
34,758
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3.19 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
34,005
shares
|
$3.12 Million
3.09% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
33,753
shares
|
$3.1 Million
2.76% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$3.06 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
33,280
shares
|
$3.05 Million
2.58% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
33,247
shares
|
$3.05 Million
0.09% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
32,568
shares
|
$2.99 Million
0.26% of portfolio
|
Q1 2025
Reduced 18.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
31,239
shares
|
$2.87 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
30,943
shares
|
$2.84 Million
0.13% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
30,640
shares
|
$2.81 Million
0.3% of portfolio
|
Q1 2025
Reduced 14.69%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
30,472
shares
|
$2.8 Million
0.22% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
30,085
shares
|
$2.76 Million
0.09% of portfolio
|
Q1 2025
Reduced 46.71%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
29,563
shares
|
$2.71 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
29,547
shares
|
$2.71 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
29,486
shares
|
$2.71 Million
2.6% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
29,253
shares
|
$2.68 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
29,103
shares
|
$2.67 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.78%
|