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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
29,495
shares
|
$2.75 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
29,286
shares
|
$2.73 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
29,193
shares
|
$2.72 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
29,052
shares
|
$2.71 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
29,033
shares
|
$2.7 Million
2.4% of portfolio
|
Q2 2025
Reduced 47.8%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
28,993
shares
|
$2.7 Million
1.38% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
28,974
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,591
shares
|
$2.66 Million
0.12% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
27,941
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
27,925
shares
|
$2.6 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
26,991
shares
|
$2.51 Million
0.16% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
26,963
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,777
shares
|
$2.49 Million
1.37% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
26,205
shares
|
$2.44 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
26,187
shares
|
$2.44 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
25,903
shares
|
$2.41 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
25,500
shares
|
$2.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,200
shares
|
$2.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
24,932
shares
|
$2.32 Million
1.51% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,730
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2023
Reduced 36.8%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
24,292
shares
|
$2.26 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
24,190
shares
|
$2.25 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,910
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,837
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2023
Reduced 69.8%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
23,372
shares
|
$2.18 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.64%
|