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 578 institutions that hold shares in the stock, with a total of 63 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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,036
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
19,020
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
18,907
shares
|
$1.76 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,783
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
18,651
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
18,290
shares
|
$1.7 Million
7.9% of portfolio
|
Q2 2025
Reduced 30.22%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
18,057
shares
|
$1.68 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
17,729
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
17,645
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
17,432
shares
|
$1.62 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.22%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
17,181
shares
|
$1.6 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
16,927
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,924
shares
|
$1.58 Million
0.75% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
16,738
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 43.26%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
16,650
shares
|
$1.55 Million
0.17% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
16,634
shares
|
$1.55 Million
0.69% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
16,220
shares
|
$1.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
16,183
shares
|
$1.51 Million
0.43% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
16,125
shares
|
$1.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
15,924
shares
|
$1.48 Million
0.24% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
15,838
shares
|
$1.48 Million
2.11% of portfolio
|
Q2 2025
Reduced 67.17%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
15,774
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
15,688
shares
|
$1.46 Million
0.61% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,660
shares
|
$1.46 Million
0.12% of portfolio
|
Q4 2022
Reduced 4.84%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
15,227
shares
|
$1.42 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.74%
|