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 |
|---|---|---|---|---|---|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
3,950
shares
|
$362,215
0.1% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
3,948
shares
|
$362,031
0.07% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
3,946
shares
|
$361,848
0.03% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,941
shares
|
$361,389
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
3,853
shares
|
$353,320
0.0% of portfolio
|
Q2 2025
Reduced 20.54%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,850
shares
|
$353,045
0.06% of portfolio
|
Q1 2024
Added 6.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
3,847
shares
|
$352,769
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
3,809
shares
|
$349,285
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,805
shares
|
$348,918
0.07% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,789
shares
|
$347,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
3,772
shares
|
$345,892
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
3,724
shares
|
$341,490
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,700
shares
|
$339,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,700
shares
|
$339,290
0.08% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
3,685
shares
|
$337,914
0.04% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,641
shares
|
$333,879
0.02% of portfolio
|
Q3 2025
Reduced 38.49%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,631
shares
|
$332,962
0.05% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
3,563
shares
|
$326,727
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
3,516
shares
|
$322,417
0.07% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,485
shares
|
$319,574
0.01% of portfolio
|
Q3 2025
Reduced 13.99%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,480
shares
|
$319,116
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
3,434
shares
|
$314,897
0.22% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
3,390
shares
|
$310,863
0.12% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,368
shares
|
$308,845
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
3,347
shares
|
$306,919
0.12% of portfolio
|
Q4 2022
Reduced 5.64%
|
|