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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
11,739
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
11,480
shares
|
$1.07 Million
0.49% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,371
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
11,338
shares
|
$1.06 Million
0.14% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,335
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
11,253
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
11,239
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
11,216
shares
|
$1.05 Million
0.33% of portfolio
|
Q2 2025
Reduced 76.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
11,175
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,114
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,043
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
10,950
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
10,928
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,899
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,880
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
10,615
shares
|
$989,318
0.07% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,587
shares
|
$986,708
0.0% of portfolio
|
Q2 2025
Reduced 42.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,418
shares
|
$970,957
0.02% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
10,407
shares
|
$969,932
0.58% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
10,264
shares
|
$956,604
0.42% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
10,219
shares
|
$952,410
0.27% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
9,973
shares
|
$929,483
0.06% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,924
shares
|
$924,916
0.5% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
9,794
shares
|
$912,800
0.1% of portfolio
|
Q2 2025
Reduced 46.63%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
9,655
shares
|
$899,846
0.07% of portfolio
|
Q2 2025
Added 29.58%
|