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 570 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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
21,454
shares
|
$1.96 Million
0.17% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
21,387
shares
|
$1.95 Million
0.14% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
21,253
shares
|
$1.94 Million
0.94% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
21,007
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
20,985
shares
|
$1.92 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,955
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
20,790
shares
|
$1.9 Million
0.05% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
20,787
shares
|
$1.9 Million
0.76% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,243
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
20,135
shares
|
$1.84 Million
1.8% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
19,954
shares
|
$1.82 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
19,750
shares
|
$1.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
19,741
shares
|
$1.8 Million
0.38% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,512
shares
|
$1.78 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
19,311
shares
|
$1.76 Million
2.34% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19,308
shares
|
$1.76 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
19,271
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
19,020
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
18,795
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,775
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
18,697
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,525
shares
|
$1.69 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
18,290
shares
|
$1.67 Million
7.9% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,011
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
17,729
shares
|
$1.62 Million
0.3% of portfolio
|
Q3 2025
Reduced 27.02%
|