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 65.6 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
7,664,395
shares
|
$703 Million
0.28% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,933,299
shares
|
$544 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
5,343,718
shares
|
$490 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,288,921
shares
|
$302 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,250,391
shares
|
$298 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,612,571
shares
|
$240 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
2,234,549
shares
|
$205 Million
0.03% of portfolio
|
Q1 2025
Added 503.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,689,203
shares
|
$155 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,482,591
shares
|
$136 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,466,900
shares
|
$135 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,400,728
shares
|
$129 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,274,001
shares
|
$117 Million
0.27% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,259,518
shares
|
$116 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,188,030
shares
|
$109 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,054,497
shares
|
$96.8 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
953,101
shares
|
$87.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
808,253
shares
|
$74.2 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
706,065
shares
|
$64.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
603,096
shares
|
$55.3 Million
1.68% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
571,494
shares
|
$52.4 Million
0.08% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
522,464
shares
|
$47.9 Million
37.86% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
460,053
shares
|
$42.2 Million
0.14% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
430,512
shares
|
$39.5 Million
0.03% of portfolio
|
Q1 2025
Added 1514.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
430,311
shares
|
$39.5 Million
3.44% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
423,608
shares
|
$38.9 Million
1.34% of portfolio
|
Q2 2025
Reduced 10.19%
|