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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
89,217
shares
|
$8.18 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
88,703
shares
|
$8.13 Million
0.36% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
87,554
shares
|
$8.03 Million
1.4% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
87,278
shares
|
$8 Million
0.49% of portfolio
|
Q3 2025
Added 56.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
86,207
shares
|
$7.91 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
83,909
shares
|
$7.69 Million
1.59% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
82,673
shares
|
$7.58 Million
5.71% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
79,086
shares
|
$7.25 Million
0.0% of portfolio
|
Q3 2025
Added 47.94%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
78,630
shares
|
$7.21 Million
6.11% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
77,981
shares
|
$7.15 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
76,715
shares
|
$7.03 Million
1.85% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
74,828
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
73,821
shares
|
$6.77 Million
0.02% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
73,676
shares
|
$6.76 Million
4.67% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
73,637
shares
|
$6.75 Million
1.19% of portfolio
|
Q1 2024
Added 25.49%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
73,324
shares
|
$6.72 Million
2.21% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
72,948
shares
|
$6.69 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
72,646
shares
|
$6.66 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
71,074
shares
|
$6.52 Million
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
68,820
shares
|
$6.31 Million
0.06% of portfolio
|
Q3 2025
Reduced 24.78%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
67,535
shares
|
$6.19 Million
3.13% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
65,275
shares
|
$5.99 Million
0.18% of portfolio
|
Q2 2020
Added 5.36%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
64,208
shares
|
$5.89 Million
4.65% of portfolio
|
Q2 2023
Added 14.6%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
63,088
shares
|
$5.79 Million
3.12% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
59,624
shares
|
$5.47 Million
0.41% of portfolio
|
Q3 2025
New holding
|
|