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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
7,447
shares
|
$694,060
0.1% of portfolio
|
Q2 2025
Reduced 31.41%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
7,403
shares
|
$689,959
0.46% of portfolio
|
Q2 2025
Added 75.26%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,400
shares
|
$689,680
0.05% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
7,298
shares
|
$680,173
0.43% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
7,200
shares
|
$671,040
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
7,136
shares
|
$665,075
0.2% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
7,128
shares
|
$664,329
0.45% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
7,010
shares
|
$653,332
0.44% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
6,991
shares
|
$651,561
0.11% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
6,895
shares
|
$642,614
0.04% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
6,895
shares
|
$642,614
0.24% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
6,856
shares
|
$638,979
0.36% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
6,830
shares
|
$636,556
0.29% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
6,720
shares
|
$626,304
0.38% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
6,693
shares
|
$623,787
0.01% of portfolio
|
Q2 2025
Reduced 43.93%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
6,656
shares
|
$620,339
0.01% of portfolio
|
Q4 2023
Reduced 2.49%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,604
shares
|
$615,492
0.0% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
6,562
shares
|
$611,578
0.25% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
6,540
shares
|
$609,528
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
6,294
shares
|
$586,600
0.16% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,270
shares
|
$584,364
0.05% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
6,231
shares
|
$580,729
0.12% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
6,209
shares
|
$578,678
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,164
shares
|
$574,484
0.14% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
6,101
shares
|
$568,613
0.27% of portfolio
|
Q2 2025
Added 0.2%
|