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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,357
shares
|
$219,672
0.03% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,353
shares
|
$219,299
0.06% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,316
shares
|
$215,851
0.0% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,293
shares
|
$213,707
0.03% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,278
shares
|
$212,309
0.0% of portfolio
|
Q2 2025
Reduced 63.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
2,270
shares
|
$211,564
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
2,231
shares
|
$207,929
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
2,225
shares
|
$207,370
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
2,219
shares
|
$206,810
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$206,624
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,214
shares
|
$206,344
0.02% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,979
shares
|
$184,442
0.02% of portfolio
|
Q4 2024
Added 34.17%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
1,977
shares
|
$184,256
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,910
shares
|
$178,012
0.01% of portfolio
|
Q1 2025
Added 275.25%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,849
shares
|
$172,326
0.0% of portfolio
|
Q2 2025
Added 288.45%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,799
shares
|
$167,666
0.06% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,734
shares
|
$161,608
0.05% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,650
shares
|
$153,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,648
shares
|
$153,593
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,628
shares
|
$151,729
0.05% of portfolio
|
Q2 2025
Added 58.21%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
1,615
shares
|
$150,518
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,570
shares
|
$146,324
0.01% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,366
shares
|
$127,311
0.06% of portfolio
|
Q2 2025
Reduced 75.52%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,336
shares
|
$124,515
0.02% of portfolio
|
Q2 2025
Added 46.78%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,325
shares
|
$123,490
0.01% of portfolio
|
Q4 2021
New holding
|