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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,296
shares
|
$118,843
0.0% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
1,253
shares
|
$114,900
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,198
shares
|
$109,856
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,126
shares
|
$103,254
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$91,700
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
914
shares
|
$83,813
0.03% of portfolio
|
Q2 2025
Reduced 23.06%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
910
shares
|
$83,447
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
862
shares
|
$79,045
0.0% of portfolio
|
Q3 2025
Reduced 93.29%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
857
shares
|
$78,586
0.0% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
833
shares
|
$76,386
0.01% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
829
shares
|
$76,019
0.03% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
821
shares
|
$75,285
0.0% of portfolio
|
Q3 2025
Added 84.49%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
800
shares
|
$73,360
0.01% of portfolio
|
Q1 2022
Added 166.67%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
778
shares
|
$71,342
0.02% of portfolio
|
Q3 2025
Reduced 12.19%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
763
shares
|
$69,967
0.0% of portfolio
|
Q3 2025
Added 20.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
747
shares
|
$68,499
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
738
shares
|
$67,674
0.0% of portfolio
|
Q3 2025
Reduced 32.17%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
700
shares
|
$64,190
0.03% of portfolio
|
Q3 2024
Reduced 54.84%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
649
shares
|
$59,513
0.0% of portfolio
|
Q3 2025
Reduced 24.71%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
629
shares
|
$57,679
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
605
shares
|
$55,478
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
603
shares
|
$55,295
0.0% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
568
shares
|
$52,085
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
533
shares
|
$48,876
0.02% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
449
shares
|
$41,173
0.03% of portfolio
|
Q3 2025
New holding
|
|