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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,675
shares
|
$245,297
0.06% of portfolio
|
Q3 2025
Reduced 22.98%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
2,655
shares
|
$243,463
0.04% of portfolio
|
Q4 2024
Added 20.3%
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
2,650
shares
|
$243,005
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
2,639
shares
|
$241,996
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,634
shares
|
$241,537
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
2,606
shares
|
$238,970
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,605
shares
|
$238,878
0.03% of portfolio
|
Q3 2025
Reduced 13.31%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
2,600
shares
|
$238,420
0.17% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,539
shares
|
$232,826
0.06% of portfolio
|
Q4 2024
Reduced 89.01%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,520
shares
|
$231,084
0.0% of portfolio
|
Q2 2025
Reduced 46.43%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,490
shares
|
$228,333
0.08% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
2,485
shares
|
$227,874
0.15% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,471
shares
|
$226,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,471
shares
|
$226,590
0.0% of portfolio
|
Q3 2025
Added 274.96%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
2,433
shares
|
$223,106
0.06% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,423
shares
|
$222,189
0.11% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
2,418
shares
|
$221,730
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$220,630
0.0% of portfolio
|
Q2 2025
Added 41.03%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,400
shares
|
$220,080
0.24% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,390
shares
|
$219,163
0.07% of portfolio
|
Q3 2025
Added 46.81%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
2,386
shares
|
$218,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,371
shares
|
$217,420
0.04% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,357
shares
|
$216,136
0.05% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,357
shares
|
$216,136
0.03% of portfolio
|
Q2 2025
Reduced 32.0%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
2,324
shares
|
$213,110
0.05% of portfolio
|
Q3 2025
Reduced 62.7%
|
|