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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
5,800
shares
|
$531,860
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,800
shares
|
$531,860
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,797
shares
|
$531,584
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
5,695
shares
|
$522,231
0.04% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
5,501
shares
|
$504,441
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
5,486
shares
|
$503,066
0.24% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,421
shares
|
$497,105
0.22% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
5,398
shares
|
$494,996
0.33% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
5,330
shares
|
$488,761
0.31% of portfolio
|
Q3 2025
Reduced 28.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,243
shares
|
$480,783
0.0% of portfolio
|
Q3 2025
Added 67.19%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
5,199
shares
|
$476,748
0.2% of portfolio
|
Q3 2025
Reduced 24.17%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,198
shares
|
$476,656
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,154
shares
|
$472,621
0.25% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,079
shares
|
$465,744
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
5,057
shares
|
$463,726
0.58% of portfolio
|
Q4 2022
Reduced 1.37%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
5,030
shares
|
$461,251
0.03% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
5,030
shares
|
$461,251
0.35% of portfolio
|
Q4 2023
Reduced 24.49%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
4,996
shares
|
$458,133
0.08% of portfolio
|
Q3 2025
Reduced 43.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,936
shares
|
$452,631
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,837
shares
|
$443,552
0.02% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
4,826
shares
|
$442,544
0.06% of portfolio
|
Q3 2025
Reduced 19.31%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,811
shares
|
$441,168
0.01% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
4,806
shares
|
$440,710
0.12% of portfolio
|
Q3 2025
Reduced 32.65%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,802
shares
|
$440,343
0.02% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,802
shares
|
$440,343
0.01% of portfolio
|
Q3 2025
Reduced 13.38%
|
|