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 576 institutions that hold shares in the stock, with a total of 62.9 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 |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
3,563
shares
|
$332,071
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
3,473
shares
|
$323,683
0.08% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
3,358
shares
|
$312,965
0.0% of portfolio
|
Q1 2025
Reduced 19.43%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,347
shares
|
$311,940
0.12% of portfolio
|
Q4 2022
Reduced 5.64%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
3,336
shares
|
$310,915
0.09% of portfolio
|
Q4 2024
Reduced 22.67%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,318
shares
|
$309,237
0.03% of portfolio
|
Q3 2024
Reduced 44.97%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,275
shares
|
$305,230
0.07% of portfolio
|
Q2 2023
Reduced 13.43%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,263
shares
|
$304,111
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
3,260
shares
|
$303,832
0.04% of portfolio
|
Q1 2024
Added 3.16%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
3,253
shares
|
$303,179
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
3,249
shares
|
$302,806
0.24% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
3,189
shares
|
$297,214
0.1% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
3,184
shares
|
$296,748
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
3,136
shares
|
$292,275
0.0% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
3,120
shares
|
$290,784
0.03% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
3,104
shares
|
$289,292
0.12% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,100
shares
|
$288,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
3,028
shares
|
$282,209
0.17% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
3,005
shares
|
$280,066
0.03% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
2,994
shares
|
$279,040
0.07% of portfolio
|
Q1 2025
Reduced 40.64%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,920
shares
|
$272,144
0.13% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,900
shares
|
$270,280
0.03% of portfolio
|
Q3 2024
Reduced 25.64%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
2,882
shares
|
$268,602
0.21% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
2,850
shares
|
$265,620
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
2,845
shares
|
$265,154
0.07% of portfolio
|
Q2 2025
Added 0.21%
|