FIRST TRUST CAPITAL STRENGTH FTCS
$97.17
+2.3% 52w: $87.70 – $98.84
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data87.7093.2798.84
Jun 20, 2025 Jul 2, 2026
Institutional holders
539
-1 QoQ
13F value
$4.68B
-3.7% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $73K puts
Institutional value by quarter
Number of holders
Who owns FTCS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 7.5M | $698.4M | 0.2% | -2.0% |
| MORGAN STANLEY | Bank broker | 5.5M | $512.7M | 0.0% | -1.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.3M | $400.2M | 0.1% | -4.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.6M | $240.2M | 0.0% | -10.6% |
| Cetera Investment Advisers | Wealth advisor | 1.5M | $137.9M | 0.1% | -2.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.5M | $135.5M | 0.0% | -9.6% |
| UBS Group AG | Bank broker | 1.4M | $126.6M | 0.0% | -3.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.2M | $109.1M | 0.2% | -7.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $100.7M | 0.0% | -0.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.1M | $98.3M | 0.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 1.0M | $95.1M | 0.0% | -13.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 971.3K | $90.1M | 0.0% | -11.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 894.1K | $82.9M | 0.1% | -1.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 892.0K | $82.7M | 0.2% | -9.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 824.3K | $75.4M | 0.0% | +11.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 744.3K | $69.0M | 0.1% | +0.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 551.9K | $51.2M | 0.1% | -2.9% |
| Private Advisor Group, LLC | Wealth advisor | 531.0K | $49.3M | 0.2% | -18.0% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 460.6K | $42.7M | 0.5% | -2.1% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 439.7K | $40.8M | 0.6% | +9.6% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 412.7K | $38.3M | 2.8% | -3.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 400.9K | $37.2M | 0.1% | +4.4% |
| American Financial Advisors, LLC | Wealth advisor | 360.9K | $33.5M | 4.5% | -2.1% |
| Diversified Enterprises, LLC | Wealth advisor | 350.0K | $32.5M | 1.8% | +15866.3% |
| PARK NATIONAL CORP /OH/ | Other | 322.1K | $29.9M | 0.9% | -4.8% |
| Archer Investment Corp | Wealth advisor | 283.0K | $26.2M | 5.6% | -6.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 279.8K | $26.0M | 0.2% | +0.4% |
| Regal Investment Advisors LLC | Wealth advisor | 271.9K | $25.2M | 1.5% | +1.7% |
| Scarborough Advisors, LLC | Wealth advisor | 261.1K | $24.2M | 2.7% | +2.0% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 226.6K | $21.0M | 3.0% | -26.3% |
| HBK Sorce Advisory LLC | Wealth advisor | 218.8K | $20.2M | 0.4% | -0.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 214.4K | $19.9M | 0.1% | -17.5% |
| Randall & Associates Wealth Management | Wealth advisor | 201.0K | $18.6M | 12.6% | -22.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 188.5K | $17.5M | 0.0% | -38.8% |
| tru Independence LLC | Wealth advisor | 185.3K | $17.2M | 8.5% | +4.4% |
| Heck Capital Advisors, LLC | Wealth advisor | 183.4K | $17.0M | 1.3% | -1.3% |
| Mariner, LLC | Diversified mechanical | 182.7K | $17.0M | 0.0% | -12.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 181.4K | $16.8M | 0.2% | -2.7% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 176.2K | $16.3M | 2.2% | +0.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 176.0K | $16.3M | 0.0% | -22.5% |
| Evelyn Partners Investment Management (Europe) Ltd | Other | 173.9K | $16.1M | 5.5% | -3.3% |
| Gateway Wealth Partners, LLC | Wealth advisor | 169.1K | $15.7M | 0.6% | +99.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 151.5K | $14.1M | 0.0% | -18.9% |
| Independent Advisor Alliance | Wealth advisor | 145.6K | $13.5M | 0.1% | New |
| Sargent Investment Group, LLC | Other | 137.2K | $12.7M | 1.7% | -6.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 132.6K | $12.3M | 0.1% | New |
| Equitable Holdings, Inc. | Wealth advisor | 124.1K | $11.5M | 0.1% | +10.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 121.3K | $11.3M | 0.0% | +47.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 118.3K | $11.0M | 0.0% | -2.2% |
| HighTower Advisors, LLC | Diversified mechanical | 116.2K | $10.8M | 0.0% | -2.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.