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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
22,332
shares
|
$2.05 Million
0.07% of portfolio
|
Q1 2025
Added 16.05%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
22,087
shares
|
$2.03 Million
0.68% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
22,069
shares
|
$2.02 Million
0.13% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,792
shares
|
$2 Million
1.0% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
21,655
shares
|
$1.99 Million
1.75% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
21,628
shares
|
$1.98 Million
0.59% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
21,346
shares
|
$1.96 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
21,334
shares
|
$1.96 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
20,645
shares
|
$1.89 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,541
shares
|
$1.88 Million
0.05% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
19,956
shares
|
$1.83 Million
1.59% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
19,774
shares
|
$1.81 Million
1.41% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
19,759
shares
|
$1.81 Million
0.39% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
19,594
shares
|
$1.8 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
19,311
shares
|
$1.77 Million
2.34% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
19,305
shares
|
$1.77 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
18,907
shares
|
$1.73 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
18,810
shares
|
$1.73 Million
0.05% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,783
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
18,651
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,452
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,450
shares
|
$1.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
18,352
shares
|
$1.68 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
18,193
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 67.95%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
18,074
shares
|
$1.66 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.48%
|