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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
15,070
shares
|
$1.4 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
15,068
shares
|
$1.4 Million
0.6% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
14,699
shares
|
$1.37 Million
1.14% of portfolio
|
Q1 2025
Added 172.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,683
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,657
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
14,649
shares
|
$1.37 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
14,571
shares
|
$1.36 Million
0.44% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,484
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
14,264
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
13,852
shares
|
$1.29 Million
0.7% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,823
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13,482
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
13,439
shares
|
$1.25 Million
0.67% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
13,076
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Added 484.53%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
13,064
shares
|
$1.22 Million
0.3% of portfolio
|
Q2 2025
Reduced 14.62%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
13,044
shares
|
$1.22 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,844
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2025
Added 1269.3%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
12,800
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
12,643
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
12,547
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
12,354
shares
|
$1.15 Million
1.05% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
12,287
shares
|
$1.15 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
12,108
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,918
shares
|
$1.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
11,771
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Added 6.57%
|