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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
36,694
shares
|
$3.36 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
36,674
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
36,523
shares
|
$3.35 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
36,429
shares
|
$3.34 Million
0.18% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
34,716
shares
|
$3.18 Million
0.59% of portfolio
|
Q3 2024
Reduced 94.31%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
34,480
shares
|
$3.16 Million
1.14% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Forge Financial Services LLC
Edmond, OK |
Nov 10, 2025 Q3 2025 |
33,721
shares
|
$3.09 Million
1.47% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
33,498
shares
|
$3.07 Million
2.26% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
33,370
shares
|
$3.06 Million
2.28% of portfolio
|
Q1 2023
Added 3.75%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
33,270
shares
|
$3.05 Million
0.3% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
32,800
shares
|
$3.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 44.08%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
32,196
shares
|
$2.95 Million
2.81% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
31,997
shares
|
$2.93 Million
0.13% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
31,715
shares
|
$2.91 Million
2.16% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
30,568
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,326
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
29,758
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
29,156
shares
|
$2.67 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
29,143
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
29,108
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
29,056
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
28,861
shares
|
$2.65 Million
1.08% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
28,800
shares
|
$2.64 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
28,759
shares
|
$2.64 Million
1.33% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
28,463
shares
|
$2.61 Million
2.19% of portfolio
|
Q3 2025
Reduced 1.96%
|
|