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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
59,446
shares
|
$5.45 Million
0.39% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
59,174
shares
|
$5.43 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
58,990
shares
|
$5.41 Million
1.86% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
58,726
shares
|
$5.39 Million
2.59% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
58,538
shares
|
$5.37 Million
0.16% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
58,436
shares
|
$5.36 Million
1.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
57,664
shares
|
$5.29 Million
0.18% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
57,566
shares
|
$5.28 Million
1.26% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
56,791
shares
|
$5.21 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
56,326
shares
|
$5.17 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
52,960
shares
|
$4.86 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
52,730
shares
|
$4.84 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
52,509
shares
|
$4.82 Million
0.28% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
52,228
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
50,763
shares
|
$4.65 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
49,716
shares
|
$4.56 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
49,133
shares
|
$4.51 Million
0.16% of portfolio
|
Q3 2025
Added 52.7%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
48,884
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
48,871
shares
|
$4.48 Million
1.8% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
48,354
shares
|
$4.43 Million
1.55% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
48,032
shares
|
$4.4 Million
0.09% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
47,616
shares
|
$4.37 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
47,155
shares
|
$4.32 Million
0.05% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
46,984
shares
|
$4.31 Million
4.07% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
46,788
shares
|
$4.29 Million
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|