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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,837
shares
|
$264,408
0.0% of portfolio
|
Q2 2025
Reduced 50.14%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
2,821
shares
|
$262,917
0.01% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,810
shares
|
$261,892
0.0% of portfolio
|
Q2 2023
Reduced 28.37%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,803
shares
|
$261,239
0.1% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
2,730
shares
|
$254,436
0.1% of portfolio
|
Q2 2025
Reduced 33.5%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
2,692
shares
|
$250,894
0.37% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
2,666
shares
|
$248,471
0.0% of portfolio
|
Q1 2025
Reduced 22.07%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,655
shares
|
$247,446
0.04% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
2,654
shares
|
$247,352
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
2,650
shares
|
$246,980
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
2,639
shares
|
$245,954
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,612
shares
|
$243,438
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
2,589
shares
|
$241,294
0.07% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,539
shares
|
$236,634
0.06% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
2,535
shares
|
$236,262
0.0% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,520
shares
|
$234,864
0.0% of portfolio
|
Q2 2025
Reduced 46.43%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
2,499
shares
|
$232,906
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,484
shares
|
$231,508
0.03% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
2,433
shares
|
$226,755
0.06% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
2,430
shares
|
$226,476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,423
shares
|
$225,823
0.11% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,412
shares
|
$224,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$224,239
0.0% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,377
shares
|
$221,536
0.06% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,366
shares
|
$220,511
0.04% of portfolio
|
Q3 2024
Reduced 14.18%
|