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 571 institutions that hold shares in the stock, with a total of 61.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,238
shares
|
$205,224
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
2,231
shares
|
$204,582
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,225
shares
|
$204,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
2,219
shares
|
$203,482
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,217
shares
|
$203,298
0.03% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
2,214
shares
|
$203,023
0.01% of portfolio
|
Q2 2025
Reduced 30.57%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,190
shares
|
$200,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
2,163
shares
|
$198,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
2,156
shares
|
$197,705
0.05% of portfolio
|
Q3 2025
Added 33.5%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
2,137
shares
|
$195,962
0.07% of portfolio
|
Q3 2025
Reduced 21.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,067
shares
|
$189,543
0.0% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
2,052
shares
|
$188,168
0.06% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
1,977
shares
|
$181,290
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,700
shares
|
$155,890
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,669
shares
|
$153,047
0.04% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,650
shares
|
$151,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,648
shares
|
$151,121
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
1,630
shares
|
$149,471
0.01% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,539
shares
|
$141,126
0.05% of portfolio
|
Q3 2025
Added 149.03%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,363
shares
|
$124,987
0.0% of portfolio
|
Q3 2025
Reduced 26.28%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,325
shares
|
$121,502
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,296
shares
|
$118,843
0.0% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,253
shares
|
$114,900
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,218
shares
|
$111,690
0.02% of portfolio
|
Q4 2025
Reduced 8.08%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,198
shares
|
$109,856
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|