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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
21,792
shares
|
$2 Million
1.0% of portfolio
|
Q1 2024
Added 6.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
21,585
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
21,454
shares
|
$1.97 Million
0.17% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
21,253
shares
|
$1.95 Million
0.94% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
21,216
shares
|
$1.95 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
21,007
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Oct 31, 2025 Q3 2025 |
20,985
shares
|
$1.92 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
20,955
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
20,789
shares
|
$1.91 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
20,787
shares
|
$1.91 Million
0.76% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
20,135
shares
|
$1.85 Million
1.8% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,941
shares
|
$1.83 Million
1.44% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,790
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
19,741
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
19,512
shares
|
$1.79 Million
1.45% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
19,311
shares
|
$1.77 Million
2.34% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
19,308
shares
|
$1.77 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
19,271
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
18,795
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,775
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
18,697
shares
|
$1.71 Million
0.09% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,525
shares
|
$1.7 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,011
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
17,896
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
17,729
shares
|
$1.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 27.02%
|
|