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 |
|---|---|---|---|---|---|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
163,905
shares
|
$15 Million
4.22% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
156,267
shares
|
$14.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 51.55%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
154,844
shares
|
$14.2 Million
2.1% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
135,390
shares
|
$12.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
134,338
shares
|
$12.3 Million
2.05% of portfolio
|
Q3 2025
Added 19.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
124,618
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 20, 2025 Q3 2025 |
121,518
shares
|
$11.1 Million
5.3% of portfolio
|
Q3 2025
Reduced 24.49%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
121,070
shares
|
$11.1 Million
4.07% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
118,234
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
117,758
shares
|
$10.8 Million
4.66% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
112,317
shares
|
$10.3 Million
2.02% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
111,446
shares
|
$10.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
110,940
shares
|
$10.2 Million
0.26% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
110,235
shares
|
$10.1 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
109,417
shares
|
$10 Million
2.96% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
108,717
shares
|
$9.97 Million
0.08% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
108,634
shares
|
$9.96 Million
0.24% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
107,273
shares
|
$9.84 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
104,445
shares
|
$9.58 Million
0.06% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
102,948
shares
|
$9.44 Million
0.22% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
100,380
shares
|
$9.2 Million
0.25% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
99,363
shares
|
$9.11 Million
4.49% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
98,222
shares
|
$9.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
97,188
shares
|
$8.91 Million
0.11% of portfolio
|
Q3 2025
Added 24.31%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
91,042
shares
|
$8.35 Million
2.62% of portfolio
|
Q2 2025
Reduced 45.62%
|
|