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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
8,944
shares
|
$820,164
0.72% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
8,937
shares
|
$819,522
0.06% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
8,820
shares
|
$808,794
0.4% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Columbia Advisory Partners LLC
|
Oct 24, 2025 Q3 2025 |
8,658
shares
|
$793,938
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
8,490
shares
|
$778,533
0.42% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
8,458
shares
|
$775,598
0.24% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,301
shares
|
$761,201
0.04% of portfolio
|
Q4 2023
Reduced 17.67%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
8,298
shares
|
$760,926
0.0% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
8,211
shares
|
$752,948
0.3% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
8,006
shares
|
$734,150
0.13% of portfolio
|
Q2 2025
Reduced 22.24%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
8,000
shares
|
$733,600
0.08% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
7,963
shares
|
$730,207
0.4% of portfolio
|
Q3 2025
Reduced 5.84%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
7,702
shares
|
$706,273
0.01% of portfolio
|
Q3 2022
Added 5.55%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
7,667
shares
|
$703,063
1.09% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
7,636
shares
|
$700,221
0.27% of portfolio
|
Q3 2025
Added 459.0%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
7,623
shares
|
$699,029
0.44% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
7,568
shares
|
$693,985
0.07% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
7,564
shares
|
$693,618
0.24% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,560
shares
|
$693,252
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
7,531
shares
|
$690,592
0.59% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,400
shares
|
$678,580
0.05% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
7,289
shares
|
$668,401
0.0% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
7,233
shares
|
$663,266
0.43% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
7,096
shares
|
$650,703
0.23% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
7,074
shares
|
$648,685
0.39% of portfolio
|
Q3 2025
Reduced 3.07%
|
|