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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
28,220
shares
|
$2.59 Million
0.16% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
27,840
shares
|
$2.55 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
27,630
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2025
Added 32.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
27,529
shares
|
$2.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
27,342
shares
|
$2.51 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
26,777
shares
|
$2.46 Million
1.37% of portfolio
|
Q2 2024
Reduced 69.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
26,747
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
26,732
shares
|
$2.45 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
26,585
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2025
Added 103.31%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
26,244
shares
|
$2.41 Million
0.46% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
26,187
shares
|
$2.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
26,138
shares
|
$2.4 Million
0.12% of portfolio
|
Q3 2025
Added 49.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
26,028
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
25,533
shares
|
$2.34 Million
1.27% of portfolio
|
Q3 2025
Added 39.6%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,437
shares
|
$2.33 Million
0.93% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Envision Financial LLC
Brookfield, WI |
Oct 10, 2025 Q3 2025 |
24,909
shares
|
$2.28 Million
1.34% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
24,730
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 36.8%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
24,706
shares
|
$2.27 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
23,946
shares
|
$2.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,910
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
23,837
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2023
Reduced 69.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
23,747
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 76.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
23,270
shares
|
$2.13 Million
0.06% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
22,511
shares
|
$2.06 Million
0.93% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
22,381
shares
|
$2.05 Million
0.61% of portfolio
|
Q3 2025
Reduced 13.6%
|
|