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 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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
28,800
shares
|
$2.62 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
28,759
shares
|
$2.62 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
28,463
shares
|
$2.59 Million
2.19% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
27,941
shares
|
$2.54 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
27,840
shares
|
$2.53 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
26,991
shares
|
$2.46 Million
0.16% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
26,963
shares
|
$2.45 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
|
$2.44 Million
1.37% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
26,205
shares
|
$2.38 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
26,187
shares
|
$2.38 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
25,500
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,437
shares
|
$2.31 Million
0.93% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
25,200
shares
|
$2.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
24,909
shares
|
$2.27 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,730
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 36.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
23,946
shares
|
$2.18 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,910
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,837
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2023
Reduced 69.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
23,747
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Added 76.14%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
22,897
shares
|
$2.08 Million
1.04% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
22,585
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
22,511
shares
|
$2.05 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
22,381
shares
|
$2.04 Million
0.61% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,792
shares
|
$1.98 Million
1.0% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,600
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|