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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
5,981
shares
|
$557,429
0.07% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,919
shares
|
$551,650
0.04% of portfolio
|
Q2 2025
Reduced 64.65%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
5,834
shares
|
$543,728
0.0% of portfolio
|
Q2 2025
Added 53.89%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,826
shares
|
$542,983
0.1% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,800
shares
|
$540,560
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
5,800
shares
|
$540,560
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,797
shares
|
$540,280
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,695
shares
|
$530,774
0.04% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,567
shares
|
$518,844
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
5,544
shares
|
$516,700
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
5,468
shares
|
$509,617
0.25% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
5,421
shares
|
$505,237
0.05% of portfolio
|
Q2 2025
Reduced 77.14%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,421
shares
|
$505,237
0.22% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
5,367
shares
|
$500,204
0.34% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
5,353
shares
|
$498,899
0.34% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
5,318
shares
|
$495,637
0.04% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,270
shares
|
$491,164
0.18% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,198
shares
|
$484,453
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,198
shares
|
$484,453
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,125
shares
|
$477,650
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,123
shares
|
$477,463
0.01% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
5,109
shares
|
$476,158
0.28% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,057
shares
|
$471,312
0.58% of portfolio
|
Q4 2022
Reduced 1.37%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,051
shares
|
$470,753
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
5,040
shares
|
$469,728
0.13% of portfolio
|
Q2 2025
Reduced 7.78%
|