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 571 institutions that hold shares in the stock, with a total of 65.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
28,993
shares
|
$2.66 Million
1.38% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
28,991
shares
|
$2.66 Million
0.1% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,591
shares
|
$2.62 Million
0.12% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
28,431
shares
|
$2.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
27,385
shares
|
$2.51 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26,999
shares
|
$2.48 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,777
shares
|
$2.46 Million
1.37% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
26,505
shares
|
$2.43 Million
0.18% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
26,263
shares
|
$2.41 Million
0.53% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
26,211
shares
|
$2.4 Million
1.46% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
26,187
shares
|
$2.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
25,903
shares
|
$2.38 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
25,518
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 55.72%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
24,932
shares
|
$2.29 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
|
$2.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 36.8%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
24,407
shares
|
$2.24 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
24,238
shares
|
$2.22 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,910
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,837
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2023
Reduced 69.8%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
23,716
shares
|
$2.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 79.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
23,419
shares
|
$2.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
23,372
shares
|
$2.14 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
23,054
shares
|
$2.12 Million
0.88% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
22,897
shares
|
$2.1 Million
1.04% of portfolio
|
Q2 2025
Added 3.2%
|