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 |
|---|---|---|---|---|---|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
372,001
shares
|
$34.1 Million
27.28% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
363,652
shares
|
$33.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
360,499
shares
|
$33.1 Million
1.12% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
337,519
shares
|
$31 Million
1.51% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
331,063
shares
|
$30.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
322,440
shares
|
$29.6 Million
6.81% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
316,430
shares
|
$29 Million
0.9% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
305,951
shares
|
$28.1 Million
4.03% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
286,500
shares
|
$26.3 Million
0.05% of portfolio
|
Q3 2025
Added 1226.39%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
283,547
shares
|
$26 Million
0.18% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Oct 15, 2025 Q3 2025 |
272,526
shares
|
$25 Million
18.53% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
262,228
shares
|
$24 Million
1.68% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
257,224
shares
|
$23.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
249,326
shares
|
$22.9 Million
11.47% of portfolio
|
Q2 2024
Added 3.77%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
241,107
shares
|
$22.1 Million
4.84% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
222,761
shares
|
$20.4 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
222,520
shares
|
$20.4 Million
1.61% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
220,533
shares
|
$20.2 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
210,476
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
193,873
shares
|
$17.8 Million
0.09% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
193,231
shares
|
$17.7 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.59%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
172,756
shares
|
$15.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 25.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
168,279
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
166,534
shares
|
$15.3 Million
3.01% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
165,092
shares
|
$15.1 Million
0.2% of portfolio
|
Q3 2025
Added 2.86%
|
|