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 |
|---|---|---|---|---|---|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
4,797
shares
|
$439,884
0.11% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
4,767
shares
|
$437,133
0.17% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
4,709
shares
|
$431,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
4,665
shares
|
$427,780
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,635
shares
|
$425,029
0.13% of portfolio
|
Q2 2022
Added 8.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,611
shares
|
$422,828
0.0% of portfolio
|
Q3 2025
Reduced 56.45%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
4,554
shares
|
$417,601
0.03% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
4,510
shares
|
$413,567
0.21% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,496
shares
|
$412,283
0.01% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,485
shares
|
$411,274
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,464
shares
|
$409,348
0.09% of portfolio
|
Q3 2025
Added 10.93%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,456
shares
|
$408,615
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
4,410
shares
|
$404,397
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
4,409
shares
|
$404,305
0.17% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
4,342
shares
|
$398,161
0.09% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,322
shares
|
$396,327
0.05% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
4,274
shares
|
$391,925
0.01% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
4,263
shares
|
$390,917
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
4,250
shares
|
$389,725
0.01% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,203
shares
|
$385,415
0.04% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
4,195
shares
|
$384,681
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
4,122
shares
|
$377,987
0.06% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,090
shares
|
$375,053
0.01% of portfolio
|
Q3 2025
Reduced 19.03%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
3,996
shares
|
$366,433
0.22% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
3,971
shares
|
$364,140
0.17% of portfolio
|
Q3 2025
Added 0.05%
|
|