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 577 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $5.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,335
shares
|
$1.04 Million
0.23% of portfolio
|
Q1 2024
Added 8.93%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
11,278
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
11,114
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
11,057
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
10,971
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
10,950
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
10,928
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Added 5.75%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,896
shares
|
$999,163
0.04% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
10,524
shares
|
$965,050
0.19% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
10,506
shares
|
$963,400
0.24% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
10,431
shares
|
$956,522
0.49% of portfolio
|
Q3 2025
Reduced 22.38%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
10,159
shares
|
$931,580
0.06% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,139
shares
|
$929,746
0.01% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
10,079
shares
|
$924,244
0.44% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
10,061
shares
|
$922,593
0.02% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
9,983
shares
|
$915,441
0.15% of portfolio
|
Q3 2025
Added 122.24%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,924
shares
|
$910,030
0.5% of portfolio
|
Q1 2023
Reduced 5.89%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
9,893
shares
|
$907,188
0.25% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,803
shares
|
$898,935
0.06% of portfolio
|
Q3 2025
Added 29.36%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
9,643
shares
|
$884,263
0.24% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,623
shares
|
$882,429
0.01% of portfolio
|
Q3 2025
Added 87.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
9,494
shares
|
$870,599
0.09% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
9,439
shares
|
$865,556
0.32% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,435
shares
|
$865,189
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
9,237
shares
|
$847,032
0.05% of portfolio
|
Q3 2025
Reduced 4.13%
|
|