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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,651
shares
|
$899,473
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
9,637
shares
|
$898,168
0.18% of portfolio
|
Q2 2025
Added 26.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,635
shares
|
$897,982
0.06% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
9,453
shares
|
$881,019
0.41% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
9,290
shares
|
$865,828
0.06% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
9,275
shares
|
$864,430
0.42% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
9,227
shares
|
$859,956
0.42% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,183
shares
|
$855,855
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,944
shares
|
$833,580
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
8,893
shares
|
$828,827
0.15% of portfolio
|
Q2 2025
Reduced 39.19%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
8,639
shares
|
$805,154
0.08% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
8,490
shares
|
$791,268
0.42% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
8,467
shares
|
$789,124
0.25% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,466
shares
|
$789,031
0.03% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
8,457
shares
|
$788,192
0.42% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,301
shares
|
$773,653
0.04% of portfolio
|
Q4 2023
Reduced 17.67%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
8,143
shares
|
$758,927
0.54% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
8,006
shares
|
$746,159
0.13% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,961
shares
|
$741,965
0.04% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,702
shares
|
$717,826
0.01% of portfolio
|
Q3 2022
Added 5.55%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
7,663
shares
|
$714,191
0.47% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,578
shares
|
$706,269
0.05% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
7,564
shares
|
$704,964
0.25% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,560
shares
|
$704,592
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
7,531
shares
|
$701,889
0.59% of portfolio
|
Q2 2025
Reduced 3.83%
|