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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
23,304
shares
|
$2.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
23,054
shares
|
$2.15 Million
0.88% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
22,897
shares
|
$2.13 Million
1.04% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
22,585
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
21,918
shares
|
$2.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,792
shares
|
$2.03 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
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
21,397
shares
|
$1.99 Million
1.57% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
21,387
shares
|
$1.99 Million
0.14% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
21,374
shares
|
$1.99 Million
0.17% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
20,859
shares
|
$1.94 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
20,858
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
20,790
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
20,318
shares
|
$1.89 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
20,243
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
20,011
shares
|
$1.86 Million
0.81% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
19,954
shares
|
$1.86 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
19,894
shares
|
$1.85 Million
0.67% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
19,804
shares
|
$1.84 Million
0.13% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
19,759
shares
|
$1.84 Million
0.39% of portfolio
|
Q2 2025
Reduced 29.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
19,750
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2025
Reduced 36.78%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
19,594
shares
|
$1.83 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
19,517
shares
|
$1.82 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
19,459
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
19,311
shares
|
$1.8 Million
2.34% of portfolio
|
Q3 2023
Added 1.29%
|