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 576 institutions that hold shares in the stock, with a total of 62.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
8,139,650
shares
|
$759 Million
0.26% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,948,053
shares
|
$554 Million
0.04% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
5,038,421
shares
|
$470 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,288,921
shares
|
$307 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,084,278
shares
|
$287 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,612,571
shares
|
$243 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,714,227
shares
|
$160 Million
0.01% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,510,565
shares
|
$141 Million
0.02% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,462,525
shares
|
$136 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,195,210
shares
|
$111 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,159,733
shares
|
$108 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,141,165
shares
|
$106 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,141,009
shares
|
$106 Million
0.14% of portfolio
|
Q2 2025
Reduced 18.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
1,000,721
shares
|
$93.3 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
975,950
shares
|
$91 Million
0.02% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
771,221
shares
|
$71.9 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
674,700
shares
|
$62.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
587,586
shares
|
$54.8 Million
1.49% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
571,494
shares
|
$53.3 Million
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
554,635
shares
|
$51.7 Million
0.04% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
441,872
shares
|
$41.2 Million
0.78% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
430,311
shares
|
$40.1 Million
3.44% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
426,771
shares
|
$39.8 Million
0.2% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
423,608
shares
|
$39.5 Million
1.34% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
393,478
shares
|
$36.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 14.47%
|