First Trust Capital StrengthFTCSETF

13F holders, Q1 2025 (March 31)
533holders −5
45new positions
43sold out
3famous investors
$89.72avg. 13F price*

At the end of Q1 2025, 533 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, down 5 from Q4 2024. 45 opened new positions and 43 sold out. The largest holders were LPL Financial LLC ($687.0M), Morgan Stanley ($531.9M) and Raymond James Financial Inc. ($479.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
First Trust Capital Strength
CUSIP
33733E104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 472Q1 2024Q2 2024: 471Q2 2024Q3 2024: 500Q3 2024Q4 2024: 538Q4 2024Q1 2025: 533Q1 2025Q2 2025: 529Q2 2025Q3 2025: 518Q3 2025Q4 2025: 544Q4 2025Q1 2026: 547Q1 2026Q2 2026: 551Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions45$167.0M
Exits43$44.5M

All 13F filers, Q4 2024 → Q1 2025: 4,676,419 shares bought and 4,484,376 shares sold, net +192,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 533 holders

LPL Financial LLC 0.27% Add +1.6% 7,664,395 $687.0M
Morgan Stanley 0.04% Reduce -4.4% 5,933,299 $531.9M
Raymond James Financial Inc. 0.18% Reduce -5.0% 5,343,718 $479.0M
Wells Fargo & Company 0.07% Reduce -6.7% 3,250,391 $291.4M
Goldman Sachs Group Inc. 0.04% Add +503.2% 2,234,549 $200.3M
Bank of America Corp. 0.01% Reduce -1.5% 1,689,203 $151.4M
UBS Group AG 0.03% Reduce -7.9% 1,482,591 $132.9M
Cetera Investment Advisers 0.25% New 1,466,900 $131.5M
Commonwealth Equity Services, LLC 0.18% Reduce -7.9% 1,400,728 $125.6M
Osaic Holdings, Inc. 0.25% Add +8.2% 1,274,001 $114.2M
Royal Bank of Canada 0.03% Reduce -10.5% 1,259,518 $112.9M
Envestnet Asset Management Inc. 0.03% Reduce -9.2% 1,188,030 $106.5M
Cambridge Investment Research Advisors, Inc. 0.32% Reduce -4.3% 1,054,497 $94.5M
Ameriprise Financial Inc. 0.02% Reduce -7.2% 953,101 $85.5M
Private Advisor Group, LLC 0.44% Reduce -4.4% 808,253 $72.5M
Stifel Financial Corp. 0.07% Reduce -19.7% 706,065 $63.3M
Harbour Investments, Inc. 1.55% Reduce -2.8% 603,096 $54.1M
Truist Financial Corp. 0.08% Reduce -14.2% 569,323 $51.0M
Pollock Investment Advisors, LLC 37.86% Reduce -5.2% 522,464 $46.8M
Park National Corp. 1.55% Reduce -2.0% 471,648 $42.3M
MML Investors Services, LLC 0.14% Add +4.9% 460,053 $41.2M
Jones Financial Companies LLLP 0.03% Add +74.0% 430,512 $38.1M
Silver Oak Securities, Incorporated 3.53% Reduce -1.3% 425,544 $37.7M
Kestra Advisory Services, LLC 0.18% Reduce -17.1% 417,954 $37.5M
Concurrent Investment Advisors, LLC 0.91% Add +12.8% 417,074 $37.4M
Baird Financial Group, Inc. 0.07% Reduce -17.3% 378,264 $33.9M
American Financial Advisors, LLC 4.88% Reduce -1.8% 375,398 $33.7M
IFG Advisory, LLC 1.63% Reduce -0.2% 327,499 $29.4M
Archer Investment Corp 7.49% Add +2.3% 322,095 $28.9M
Northwestern Mutual Wealth Management Co. 0.02% Add +0.1% 304,616 $27.3M
Janney Montgomery Scott LLC 0.08% Reduce -0.1% 302,092 $27.1M
Gratus Wealth Advisors, LLC 4.35% Add +3.1% 295,779 $26.5M
D.A. Davidson & Co. 0.20% Reduce -21.5% 275,723 $24.7M
Randall & Associates Wealth Management 19.22% Add +1.9% 260,113 $23.3M
NewEdge Advisors, LLC 0.14% Add +16.0% 201,010 $23.2M
Regal Investment Advisors LLC 1.87% Add +4.8% 257,687 $23.1M
Avantax Advisory Services, Inc. 0.13% Reduce -6.1% 243,329 $21.8M
Prospera Financial Services Inc 0.47% Reduce -3.7% 229,551 $20.6M
Scarborough Advisors, LLC 2.91% Add +2.5% 227,641 $20.4M
Arax Advisory Partners 1.29% Reduce -31.6% 223,508 $20.0M
HBK Sorce Advisory LLC 0.58% Add +5.5% 220,563 $19.8M
Heck Capital Advisors, LLC 2.01% Reduce -1.4% 199,030 $17.8M
Evelyn Partners Investment Management (Europe) Ltd 6.58% Reduce -4.9% 196,052 $17.6M
Atria Wealth Solutions, Inc. 0.20% Reduce -35.5% 181,394 $16.3M
Vestmark Advisory Solutions, Inc. 0.42% Reduce -12.5% 180,317 $16.2M
Ergawealth Advisors, Inc. 7.63% Reduce -10.8% 171,678 $15.4M
Sargent Investment Group, LLC 2.38% Add +7.6% 166,580 $14.9M
Stratos Wealth Partners, LTD. 0.23% Reduce -51.5% 166,466 $14.9M
Rockefeller Capital Management L.P. 0.04% Add +1.4% 161,755 $14.5M
Mariner, LLC 0.02% Reduce -3.9% 160,629 $14.4M
Oppenheimer & Co. Inc. 0.21% Add +2.5% 158,085 $14.2M
tru Independence LLC 4.18% Add +8.8% 150,353 $13.5M
Investors Research Corp 2.86% Add +8.1% 147,089 $13.2M
PNC Financial Services Group, Inc. 0.01% Add +3.1% 138,974 $12.5M
HighTower Advisors, LLC 0.01% Add +0.8% 122,825 $11.0M
Creative Planning 0.01% Add +263.6% 120,332 $10.8M
Kestra Private Wealth Services, LLC 0.18% Reduce -31.5% 118,521 $10.6M
Golden State Wealth Management, LLC 1.57% Reduce -1.6% 117,796 $10.6M
Virtus Wealth Solutions LLC 3.19% Reduce -2.1% 117,355 $10.5M
Gateway Wealth Partners, LLC 2.36% Add +22.1% 117,185 $10.5M
Western Wealth Management, LLC 0.68% Reduce -19.4% 114,822 $10.3M
PFG Advisors 0.56% Reduce -8.8% 112,658 $10.1M
Holistic Financial Partners 4.72% Add +3.4% 109,312 $9.8M
First Horizon Advisors, Inc. 0.28% Add +13.8% 109,032 $9.8M
Great Valley Advisor Group, Inc. 0.21% Reduce -4.4% 107,266 $9.6M
Walkner Condon Financial Advisors LLC 1.90% Reduce -30.4% 105,008 $9.4M
Integrated Wealth Concepts LLC 0.11% Reduce -6.1% 104,494 $9.4M
Solano Wealth Investment Advisors LLC 5.71% Reduce -4.0% 102,984 $9.2M
Valmark Advisers, Inc. 0.14% Reduce -40.2% 102,659 $9.2M
Arkadios Wealth Advisors 0.35% Add +3.8% 102,439 $9.2M
Steward Partners Investment Advisory, LLC 0.08% Add +1.2% 100,914 $9.0M
Concentrum Wealth Management 3.34% Add +7.2% 100,641 $9.0M
Equitable Holdings, Inc. 0.08% Add +1.7% 98,223 $8.8M
TD Capital Management LLC 0.84% Reduce -4.1% 92,099 $8.3M
RiverTree Advisors, LLC 5.48% Reduce -0.5% 91,323 $8.2M
AE Wealth Management LLC 0.07% Reduce -4.4% 90,214 $8.1M
Southland Equity Partners LLC 1.85% Add +3.0% 88,663 $7.9M
Morey & Quinn Wealth Partners, LLC 6.48% Add +0.7% 87,308 $7.8M
Bank Hapoalim BM 1.15% No change 85,000 $7.6M
Kingsview Wealth Management, LLC 0.14% Add +4.1% 83,794 $7.5M
KPP Advisory Services LLC 1.41% Add +0.3% 82,934 $7.4M
Citadel Advisors 0.01% Add +132.0% 82,866 $7.4M
Atria Investments, Inc 0.09% New 79,264 $7.1M
Siligmueller & Norvid Wealth Advisors LLC 2.97% Add +6.2% 78,277 $7.0M
Sigma Planning Corp 0.21% Add +0.1% 75,201 $6.7M
Benjamin Edwards Inc. 0.09% Reduce -65.1% 74,880 $6.7M
Snowden Capital Advisors LLC 0.21% Reduce -8.0% 74,006 $6.6M
GPS Wealth Strategies Group, LLC 0.88% Reduce -7.0% 72,473 $6.5M
Stephens Inc. 0.10% Add +0.6% 72,331 $6.5M
PCG Wealth Advisors, LLC 2.25% Reduce -1.2% 72,081 $6.5M
Plotkin Financial Advisors, LLC 3.93% Reduce -0.1% 71,243 $6.4M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -5.1% 69,725 $6.3M
Commonwealth Financial Services, LLC 1.26% New 68,388 $6.1M
Assetmark, Inc. 0.02% Reduce -25.6% 65,403 $5.9M
Lanark Financial, Inc. 0.50% — 65,028 $5.8M
ABLE Financial Group, LLC 1.61% Reduce -62.0% 63,984 $5.7M
IMG Wealth Management, Inc. 5.12% Add +3.1% 63,603 $5.7M
IHT Wealth Management, LLC 0.17% Reduce -1.8% 60,659 $5.4M
FSB Premier Wealth Management, Inc. 2.12% Reduce -9.4% 60,560 $5.4M
Key Client Fiduciary Advisors, LLC 2.50% Reduce -1.3% 60,399 $5.4M
Ameritas Advisory Services, LLC 0.22% Reduce -5.8% 61,120 $5.4M
Purus Wealth Management, LLC 2.26% Reduce -0.9% 59,182 $5.3M
Claris Financial LLC 3.42% No change 59,319 $5.2M
Shelton Wealth Management, LLC 2.95% Reduce -3.4% 57,441 $5.1M
Intellus Advisors LLC 0.89% Add +2.5% 56,569 $5.1M
MAI Capital Management 0.04% Reduce -4.8% 56,353 $5.1M
ORBA Wealth Advisors, L.L.C. 2.51% Add +15.0% 55,615 $5.0M
StoneX Group Inc. 0.27% Reduce -27.0% 55,160 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.2% 55,144 $4.9M
Y.D. More Investments Ltd 0.43% Add +1.2% 54,309 $4.9M
Kingswood Wealth Advisors, LLC 0.44% Reduce -43.4% 53,467 $4.8M
World Investment Advisors 0.12% Reduce -15.3% 52,731 $4.7M
Avior Wealth Management, LLC 0.18% Add +2.5% 52,017 $4.7M
Tradition Wealth Management, LLC 0.41% Reduce -0.1% 51,949 $4.7M
Foundations Investment Advisors, LLC 0.09% Reduce -15.5% 51,684 $4.6M
Atlas Wealth LLC 2.51% Add +0.8% 51,346 $4.6M
Secure Asset Management, LLC 0.92% Add +3.8% 50,947 $4.6M
Independent Financial Group, LLC 0.16% Reduce -0.4% 50,827 $4.6M
&partners 0.05% Reduce -15.3% 51,691 $4.5M
Citigroup Inc. 0.00% Reduce -1.5% 49,726 $4.5M
Lokken Investment Group LLC 1.85% Add +3.9% 48,959 $4.4M
Good Life Advisors, LLC 0.30% Reduce -22.4% 48,094 $4.3M
Kaydan Wealth Management, Inc. 1.38% Reduce -5.8% 48,032 $4.3M
Barrett & Company, Inc. 1.85% Add +0.0% 47,924 $4.3M
Aptus Capital Advisors, LLC 0.05% Add +2.0% 46,914 $4.2M
Triumph Capital Management 1.40% Add +1.1% 46,853 $4.2M
Signature Estate & Investment Advisors LLC 0.11% Reduce -0.2% 46,467 $4.2M
B. Riley Wealth Advisors, Inc. 0.13% New 46,434 $4.2M
Global Assets Advisory, LLC 0.78% Add +195.8% 48,246 $4.1M
J.W. Cole Advisors, Inc. 0.13% Add +21.1% 45,400 $4.1M
Stonehaven Wealth & Tax Solutions, LLC 4.29% Add +43.2% 45,320 $4.1M
DHJJ Financial Advisors, Ltd. 1.62% Reduce -9.7% 44,943 $4.0M
Dynamic Advisor Solutions LLC 0.13% Reduce -6.4% 43,765 $3.9M
Perennial Investment Advisors, LLC 0.44% Reduce -3.9% 43,651 $3.9M
Brueske Advisory Services, LLC 3.66% Reduce -0.6% 43,090 $3.9M
IFP Advisors, Inc 0.12% Reduce -35.7% 42,812 $3.8M
Waterloo Capital, L.P. 0.35% Reduce -6.6% 42,459 $3.8M
Roman Butler Fullerton & Co. 1.48% Reduce -8.8% 43,554 $3.8M
Forefront Wealth Partners, LLC 2.53% Reduce -6.1% 41,528 $3.7M
SLT Holdings LLC 3.68% Reduce -5.0% 41,371 $3.7M
Waterfront Wealth Inc. 0.90% Add +0.7% 41,345 $3.7M
Principal Securities, Inc. 0.08% No change 42,036 $3.7M
Virtue Capital Management, LLC 0.43% New 40,708 $3.7M
JPMorgan Chase & Co. 0.00% Add +2.2% 40,482 $3.6M
Wetzel Investment Advisors, Inc. 1.82% Reduce -7.5% 40,070 $3.6M
Guardian Wealth Advisors, LLC / NC 0.28% Reduce -8.4% 39,314 $3.5M
Paragon Private Wealth Management, LLC 1.61% Reduce -20.1% 38,688 $3.5M
Financial Advocates Investment Management 0.24% Add +0.4% 38,483 $3.4M
Strategic Blueprint, LLC 0.19% Reduce -5.7% 38,046 $3.4M
Integrity Alliance, Llc. 0.13% New 37,266 $3.3M
Essex Financial Services, Inc. 0.24% Reduce -5.6% 36,678 $3.3M
Cwm, LLC 0.01% Reduce -3.2% 35,777 $3.2M
Boyce & Associates Wealth Consulting, Inc. 3.19% Reduce -3.7% 35,577 $3.2M
Forge Financial Services LLC 2.76% Reduce -3.0% 34,888 $3.1M
Comerica Bank 0.01% Reduce -0.8% 34,758 $3.1M
Perissos Private Wealth Management, LLC 2.76% Reduce -4.1% 33,753 $3.0M
Delos Wealth Advisors, LLC 2.36% Add +0.0% 33,280 $3.0M
International Assets Investment Management, LLC 0.26% Reduce -18.4% 32,568 $2.9M
TCFG Wealth Management, LLC 1.44% Reduce -1.0% 31,867 $2.9M
Visionary Wealth Advisors 0.17% Reduce -12.8% 31,239 $2.8M
Daymark Wealth Partners, LLC 0.12% Add +0.6% 30,943 $2.8M
Clear Creek Financial Management, LLC 0.28% Reduce -14.7% 30,640 $2.7M
Ausdal Financial Partners, Inc. 0.21% Reduce -10.1% 30,472 $2.7M
Geneos Wealth Management Inc. 0.09% Add +1.7% 30,085 $2.7M
Cozad Asset Management Inc. 0.26% Reduce -1.6% 29,563 $2.7M
1776 Wealth LLC 1.22% Reduce -0.4% 29,547 $2.6M
Centerpoint Advisory Group 2.60% Reduce -2.3% 29,486 $2.6M
FMR LLC 0.00% Add +26.1% 29,440 $2.6M
Cornerstone Wealth Management, LLC 0.18% Reduce -7.3% 29,253 $2.6M
Intrua Financial, LLC 0.41% Reduce -3.8% 29,103 $2.6M
Wedbush Securities Inc. 0.10% Add +17.1% 28,991 $2.6M
Gladstone Institutional Advisory LLC 0.12% Add +2.3% 28,591 $2.6M
Synovus Financial Corp. 0.03% Reduce -5.7% 28,431 $2.5M
Cambridge Advisors Inc. 0.55% Reduce -0.5% 27,900 $2.5M
Advisory Alpha, LLC 0.08% Reduce -4.1% 27,385 $2.5M
Jaffetilchin Investment Partners, LLC 0.17% Add +1.7% 26,505 $2.4M
Fermata Advisors, LLC 0.43% Reduce -0.4% 26,296 $2.4M
Envision Financial LLC 1.78% Reduce -0.4% 26,283 $2.4M
Truvestments Capital LLC 0.51% Reduce -12.3% 26,263 $2.4M
Marshall Investment Management, LLC 1.46% Reduce -10.2% 26,211 $2.3M
OneDigital Investment Advisors LLC 0.03% Reduce -55.7% 25,518 $2.3M
Strategy Asset Managers LLC 0.45% Reduce -7.0% 24,407 $2.2M
Moloney Securities Asset Management, LLC 0.30% Reduce -5.2% 24,238 $2.2M
Quad-Cities Investment Group, LLC 1.05% Reduce -0.6% 23,762 $2.1M
Nilsine Partners, LLC 0.23% Reduce -79.3% 23,716 $2.1M
Midwest Financial Network, LLC 2.12% Add +3.3% 23,659 $2.1M
RFG Advisory, LLC 0.06% Reduce -5.3% 23,419 $2.1M
Apollon Wealth Management, LLC 0.05% Reduce -5.7% 23,175 $2.1M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -39.3% 22,428 $2.0M
Capital Analysts, LLC 0.07% Add +16.1% 22,332 $2.0M
Kapstone Financial Advisors LLC 1.13% Add +6.5% 22,187 $2.0M
ForthRight Wealth Management, LLC 0.66% Reduce -9.5% 22,087 $2.0M
OneAscent Financial Services LLC 0.13% Reduce -50.7% 22,069 $2.0M
Winebrenner Capital Management LLC 1.75% Reduce -4.3% 21,655 $1.9M
Bank of New York Mellon Corp 0.00% Reduce -31.6% 21,653 $1.9M
DeDora Capital, Inc. 0.56% Reduce -8.6% 21,628 $1.9M
BlueChip Wealth Advisors LLC 0.94% Reduce -2.3% 21,346 $1.9M
Capital Investment Advisory Services, LLC 0.17% Reduce -3.2% 21,334 $1.9M
Trueblood Wealth Management, LLC 0.88% Reduce -8.9% 21,093 $1.9M
Prosperity Consulting Group, LLC 0.14% Reduce -5.8% 20,645 $1.9M
ERn Financial, LLC 0.29% Reduce -2.7% 20,301 $1.8M
HFG Advisors, Inc. 1.53% Reduce -1.3% 19,956 $1.8M
Mutual Advisors, LLC 0.05% Add +2.5% 20,541 $1.8M
Cottonwood Capital Advisors, LLC 1.30% Reduce -4.2% 19,774 $1.8M
Darwin Wealth Management, LLC 0.59% No change 20,080 $1.8M
Sovran Advisors, LLC 0.23% Reduce -8.5% 20,061 $1.7M
Mgo One Seven LLC 0.07% Reduce -5.0% 19,305 $1.7M
Park Avenue Securities LLC 0.02% Reduce -8.7% 18,935 $1.7M
Tower Research Capital LLC (TRC) 0.05% Add +3.5% 18,810 $1.7M
Peak Planning Group, LLC 0.70% Add +0.1% 18,452 $1.7M
Jane Street Group, LLC 0.00% Reduce -11.8% 18,452 $1.7M
Flow Traders U.S. LLC 0.07% Reduce -44.0% 18,450 $1.7M
Iams Wealth Management, LLC 0.76% Reduce -52.2% 18,395 $1.6M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -68.0% 18,193 $1.6M
Onyx Bridge Wealth Group LLC 0.23% Reduce -5.5% 18,074 $1.6M
Cherry Creek Investment Advisors, Inc. 0.84% Reduce -3.2% 18,056 $1.6M
Coppell Advisory Solutions LLC 0.22% New 18,352 $1.6M
Ashton Thomas Private Wealth, LLC 0.06% Reduce -4.7% 17,626 $1.6M
Sequent Planning LLC 0.56% Add +4.2% 17,260 $1.5M
LaSalle St. Investment Advisors, LLC 0.36% Reduce -1.7% 17,143 $1.5M
Richmond Investment Services, LLC 0.83% Reduce -2.6% 17,129 $1.5M
Summit Financial, LLC 0.04% Add +13.4% 16,962 $1.5M
Wisconsin Wealth Advisors, LLC 2.17% Add +13.8% 16,860 $1.5M
Arete Wealth Advisors, LLC 0.11% Reduce -47.4% 16,744 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -68.3% 16,660 $1.5M
Beacon Financial Group 0.16% No change 16,650 $1.5M
Captrust Financial Advisors 0.00% Add +93.6% 16,384 $1.5M
First PREMIER Bank 0.37% Reduce -2.1% 16,327 $1.5M
Creative Financial Designs Inc. 0.12% Reduce -20.3% 16,112 $1.4M
Stonebridge Financial Planning Group, LLC 0.65% Add +0.3% 15,923 $1.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -11.5% 15,820 $1.4M
Beacon Financial Advisory LLC 0.43% Reduce -12.3% 15,703 $1.4M
Rehmann Capital Advisory Group 0.09% Reduce -19.1% 15,619 $1.4M
Private Trust Co. NA 0.14% Reduce -0.3% 15,564 $1.4M
Prosperity Financial Group, Inc. 0.68% Add +25.2% 15,304 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.38% Reduce -5.2% 15,301 $1.4M
Integrity Financial Corp 0.77% Reduce -7.2% 15,223 $1.4M
US Bancorp \de 0.00% Add +38.2% 15,040 $1.3M
Legacy Capital Wealth Partners, LLC 0.33% Add +145.7% 14,894 $1.3M
Twin Peaks Wealth Advisors, LLC 0.61% Reduce -15.4% 15,272 $1.3M
QTR Family Wealth, LLC 1.00% — 14,732 $1.3M
Keystone Wealth Services, LLC 0.36% No change 14,703 $1.3M
Stillwater Wealth Management Group 1.14% Add +172.0% 14,699 $1.3M
Strategic Planning Group, LLC 0.26% Add +16.4% 14,640 $1.3M
Beck Bode, LLC 0.24% Reduce -16.4% 14,625 $1.3M
Smith, Moore & Co. 0.12% Add +3.5% 14,451 $1.3M
Axxcess Wealth Management, LLC 0.04% Add +2.1% 14,384 $1.3M
Woodmont Investment Counsel LLC 0.09% Add +21.8% 14,027 $1.3M
Keystone Financial Services, LLC 1.05% Add +7.4% 13,892 $1.2M
Sowell Financial Services LLC 0.06% New 13,831 $1.2M
Holos Integrated Wealth LLC 0.77% Reduce -0.2% 13,159 $1.2M
Pinnacle Family Advisors, LLC 0.64% Reduce -31.7% 13,064 $1.2M
Oxford Financial Group, LTD. LLC 0.08% No change 12,800 $1.1M
Avantax Planning Partners, Inc. 0.04% Reduce -3.5% 12,656 $1.1M
PFG Investments, LLC 0.07% Add +3.7% 12,544 $1.1M
Keystone Financial Group 0.11% Reduce -0.6% 12,418 $1.1M
Savvy Advisors, Inc. 0.11% Reduce -6.7% 12,292 $1.1M
Moneywise, Inc. 0.58% Reduce -7.7% 12,180 $1.1M
Farther Finance Advisors, LLC 0.03% Add +24.2% 11,958 $1.1M
NewEdge Wealth, LLC 0.02% Reduce -41.2% 11,936 $1.1M
First Trust Advisors LP 0.00% Reduce -3.0% 11,684 $1.0M
Orion Porfolio Solutions, LLC 0.01% New 4,709 $1.0M
Orion Portfolio Solutions, LLC 0.01% New 4,709 $1.0M
Qube Research & Technologies Ltd 0.00% Reduce -60.8% 11,523 $1.0M
WCG Wealth Advisors LLC 0.08% Reduce -17.2% 11,391 $1.0M
Private Advisory Group LLC 0.12% Add +3.8% 11,247 $1.0M
WealthBridge Capital Management, LLC 0.28% Reduce -0.7% 11,183 $1.0M
Thoroughbred Financial Services, LLC 0.06% Reduce -1.0% 11,068 $992K
Savant Capital, LLC 0.01% Add +12.7% 11,045 $990K
West Michigan Advisors, LLC 0.33% Reduce -5.7% 11,023 $988K
Chicago Partners Investment Group LLC 0.03% Add +0.3% 11,016 $983K
WASHINGTON TRUST Co 0.04% Reduce -32.2% 10,950 $982K
KMG Fiduciary Partners, LLC 0.08% Add +5.8% 10,928 $980K
Arbor Capital Management Inc. 0.95% Add +7.5% 10,909 $978K
Advisory Services Network, LLC 0.02% Reduce -18.0% 10,887 $976K
Focus Financial Network, Inc. 0.04% Add +0.1% 10,866 $974K
Investment Planning Advisors, Inc. 0.39% Add +3.6% 10,790 $967K
City Holding Co. 0.13% Reduce -1.2% 10,493 $941K
Inscription Capital, LLC 0.15% — 10,857 $930K
Tyler-Stone Wealth Management 0.17% Reduce -13.7% 10,296 $923K
Wealthcare Advisory Partners LLC 0.02% Add +1.9% 10,291 $922K
Puff Wealth Management, LLC 1.63% Add +8.5% 10,287 $922K
Saxon Interests, Inc. 0.43% No change 10,264 $920K
Schwallier Wealth Management LLC 0.67% Reduce -1.9% 10,123 $907K
Jacobi Capital Management LLC 0.07% Reduce -9.7% 10,081 $904K
GSG Advisors LLC 0.29% Add +0.1% 10,206 $882K
Kovack Advisors, Inc. 0.09% Reduce -1.4% 9,699 $869K
GAMMA Investing LLC 0.07% Add +3.9% 9,679 $868K
LeClair Wealth Partners LLC 0.62% Reduce -1.0% 9,530 $854K
Cresset Asset Management, LLC 0.00% Reduce -1.2% 9,410 $844K
Koshinski Asset Management, Inc. 0.07% Reduce -9.6% 9,406 $843K
Proactive Wealth Strategies LLC 0.45% Reduce -1.8% 9,374 $840K
O'shaughnessy Asset Management, LLC 0.01% Reduce -5.3% 9,051 $811K
Gilliland Jeter Wealth Management LLC 0.27% Reduce -14.7% 8,513 $763K
Martin Worley Group 0.43% Reduce -1.9% 8,490 $761K
Capital Square, LLC 0.44% Reduce -3.6% 8,443 $757K
Spire Wealth Management 0.02% New 8,428 $756K
Stratos Wealth Advisors, LLC 0.04% Add +12.4% 8,378 $751K
Two Sigma Securities, LLC 0.11% Add +106.7% 8,278 $742K
Allworth Financial LP 0.00% Reduce -6.5% 8,408 $734K
Priebe Wealth Holdings LLC 0.44% Reduce -43.2% 7,831 $702K
Herold Advisors, Inc. 0.15% Reduce -14.7% 7,780 $698K
Lynch & Associates 0.15% Add +25.0% 7,633 $684K
MTM Investment Management, LLC 0.26% Reduce -0.3% 7,564 $678K
CLG LLC 0.24% Add +4.1% 7,561 $678K
Wolff Wiese Magana LLC 0.45% Reduce -1.9% 7,432 $666K
American Institute for Advanced Investment Management, LLP 0.50% Reduce -0.5% 7,378 $661K
Founders Financial Securities LLC 0.06% Add +73.0% 7,451 $649K
Medallion Wealth Advisors, LLC 0.29% No change 7,100 $636K
Revisor Wealth Management LLC 0.28% New 7,040 $631K
Investment Partners Asset Management, Inc. 0.49% No change 7,010 $628K
Spectrum Wealth Advisory Group, LLC 0.30% Reduce -2.3% 6,918 $620K
Trek Financial, LLC 0.04% Add +8.2% 6,895 $618K
Panoramic Investment Advisors, LLC 0.41% Reduce -5.4% 6,810 $610K
Independent Wealth Network Inc. 0.24% Reduce -1.7% 6,806 $610K
AdvisorNet Financial, Inc 0.04% Add +11.0% 6,699 $601K
Meitav Investment House Ltd. 0.01% No change 6,656 $597K
Blair William & Co. 0.00% No change 6,604 $592K
Insigneo Advisory Services, LLC 0.06% Reduce -0.2% 6,578 $590K
Citizens Financial Group Inc. 0.01% Add +0.1% 6,553 $587K
Crux Wealth Advisors 0.31% Add +0.2% 6,546 $587K
HRT Financial LP 0.00% Add +114.2% 6,273 $562K
Formidable Asset Management, LLC 0.09% Add +0.1% 6,209 $557K
Eldridge Investment Advisors, Inc. 0.13% No change 6,164 $553K
O'ROURKE & COMPANY, Inc 0.27% Add +0.0% 6,089 $546K
Kraft, Davis & Associates, LLC 0.18% Reduce -2.0% 6,294 $544K
Wealth Watch Advisors, INC 0.44% Add +36.1% 6,004 $538K
REAP Financial Group, LLC 0.13% Reduce -17.9% 5,891 $528K
HBW Advisory Services LLC 0.07% Reduce -38.8% 5,862 $525K
Pure Financial Advisors, LLC 0.01% No change 5,814 $521K
Voisard Asset Management Group, Inc. 0.15% No change 5,800 $520K
Cyndeo Wealth Partners, LLC 0.03% Add +1.4% 5,767 $517K
Strategic Equity Management 0.22% No change 5,751 $516K
AQR Capital Management 0.00% Add +93.9% 5,690 $510K
Huntleigh Advisors, Inc. 0.08% Reduce -5.5% 5,665 $508K
Ameriflex Group, Inc. 0.20% Reduce -41.9% 5,581 $500K
American Capital Advisory, LLC 0.27% Reduce -2.8% 5,575 $500K
L.M. Kohn & Company 0.13% Reduce -14.6% 5,465 $490K
Elios Financial Group Inc. 0.24% Reduce -6.2% 5,421 $486K
Mission Financial Group, LLC 0.45% — 5,237 $486K
RFG - Bristol Wealth Advisors, LLC 0.16% New 5,388 $483K
Synergy Investment Management, LLC 0.20% Reduce -16.6% 5,374 $482K
Novak & Powell Financial Services, Inc. 0.30% Reduce -10.1% 5,353 $480K
Main Street Financial Solutions, LLC 0.04% Reduce -4.5% 5,318 $477K
Level Four Advisory Services, LLC 0.02% Reduce -39.6% 5,296 $475K
WJ Wealth Management, LLC 0.17% Reduce -1.7% 5,270 $472K
Napatree Capital LLC 0.26% New 5,198 $466K
Principle Wealth Partners LLC 0.03% No change 5,154 $462K
Money Concepts Capital Corp. 0.03% Add +0.0% 5,122 $459K
Larson Financial Group LLC 0.02% Add +0.7% 5,115 $458K
Prime Capital Investment Advisors, LLC 0.01% New 5,114 $458K
Townsquare Capital LLC 0.00% Add +51.4% 5,108 $458K
TL Private Wealth 0.23% Add +0.3% 5,590 $456K
SeaCrest Wealth Management, LLC 0.05% Reduce -8.0% 5,070 $454K
Waverly Advisors, LLC 0.01% New 5,048 $453K
Simplicity Wealth,LLC 0.04% Reduce -37.6% 5,030 $451K
First Heartland Consultants, Inc. 0.05% Reduce -0.7% 4,993 $448K
SageView Advisory Group, LLC 0.02% Add +0.2% 4,944 $443K
Strategies Wealth Advisors, LLC 0.05% Add +0.3% 4,894 $439K
Moors & Cabot, Inc. 0.02% Add +3.6% 4,890 $438K
Clark Capital Management Group, Inc. 0.00% Reduce -63.8% 4,849 $435K
Balance Wealth Partners LLC 0.28% — 4,845 $434K
Brookstone Capital Management 0.01% Reduce -10.1% 4,839 $434K
Collaborative Wealth Managment Inc. 0.20% Reduce -1.8% 4,781 $429K
Peapack Gladstone Financial Corp. 0.01% No change 4,740 $425K
Sequoia Financial Advisors, LLC 0.00% Add +6.7% 4,736 $425K
DAVENPORT & Co LLC 0.00% No change 4,704 $422K
Cascade Investment Group, Inc. 0.32% Add +22.9% 4,678 $419K
Tritonpoint Wealth, LLC 0.04% No change 4,665 $418K
Prasad Wealth Partners, LLC 0.14% Add +0.2% 4,662 $418K
Woodward Diversified Capital, LLC 0.29% No change 4,557 $408K
Fragasso Financial Advisors Inc 0.03% Add +0.2% 4,513 $405K
Fidelis Capital Partners, LLC 0.04% No change 4,620 $402K
Wesbanco Bank Inc. 0.01% No change 4,456 $399K
Modern Wealth Management, LLC 0.01% No change 4,423 $396K
Hilltop Holdings Inc. 0.03% Reduce -6.7% 4,419 $396K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -1.1% 4,404 $390K
Fairvoy Private Wealth, LLC 0.11% Reduce -15.5% 4,346 $390K
Per Stirling Capital Management, LLC. 0.06% No change 4,322 $387K
U.S. Capital Wealth Advisors, LLC 0.01% No change 4,292 $385K
Level Wealth Management LLC 0.25% No change 4,263 $382K
Nova Wealth Management, Inc. 0.33% Reduce -12.5% 4,248 $381K
Traction Financial Partners, LLC 0.30% Reduce -33.5% 4,224 $379K
Plum Street Advisors, LLC 0.18% No change 4,195 $376K
N.E.W. Advisory Services LLC 0.03% New 4,117 $369K
Retirement Guys Formula LLC 0.18% Reduce -23.3% 4,105 $368K
Signaturefd, LLC 0.01% No change 4,052 $363K
ORG Partners LLC 0.09% Reduce -11.2% 3,950 $354K
Belpointe Asset Management LLC 0.02% Reduce -56.3% 3,843 $345K
Tiaa Trust, National Association 0.00% Reduce -14.8% 3,791 $340K
EPG Wealth Management LLC 0.09% Reduce -58.2% 3,706 $332K
NorthCoast Asset Management LLC 0.00% No change 3,700 $332K
National Wealth Management Group, LLC 0.22% Reduce -0.4% 3,658 $328K
Founders Financial Alliance, LLC 0.08% Add +26.2% 3,626 $325K
Brass Tax Wealth Management, Inc. 0.07% No change 3,590 $322K
Gentry Private Wealth, LLC 0.26% No change 3,587 $322K
Balboa Wealth Partners 0.08% Add +7.0% 3,565 $320K
Grantvest Financial Group LLC 0.26% Reduce -16.0% 3,562 $319K
Harvest Investment Services, LLC 0.09% Reduce -31.1% 3,539 $317K
Continuum Advisory, LLC 0.04% Reduce -1.4% 3,466 $311K
Insight Advisors, LLC/ PA 0.05% Add +2.3% 3,370 $302K
Commerce Bank 0.00% Reduce -19.4% 3,358 $301K
Elevated Capital Advisors, LLC 0.08% No change 3,336 $299K
Mercer Global Advisors Inc. 0.00% Reduce -48.1% 3,308 $297K
L. Roy Papp & Associates, LLP 0.04% No change 3,260 $292K
Twin City Private Wealth, LLC 0.26% Add +3.2% 3,259 $292K
Wealth Management Associates, Inc. 0.13% No change 3,253 $292K
Clarity Capital Partners LLC 0.12% No change 3,189 $286K
Diversified Enterprises, LLC 0.02% Reduce -4.2% 3,189 $286K
Hobart Private Capital, LLC 0.07% Reduce -56.8% 3,162 $283K
SFG Wealth Management, LLC. 0.14% Reduce -34.0% 3,130 $281K
Private Client Services, LLC 0.14% Reduce -37.0% 3,109 $279K
LVZ, Inc. 0.04% Add +29.4% 3,083 $276K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +32.6% 3,063 $275K
Advisor Resource Council 0.02% Add +8.8% 3,067 $275K
Cypress Capital Group 0.04% Reduce -5.5% 3,030 $272K
Petix & Botte Co 0.07% Reduce -40.6% 2,994 $268K
Summit Investment Advisory Services, LLC 0.13% Reduce -4.5% 2,971 $266K
Alliance Wealth Advisors, LLC 0.15% No change 2,920 $262K
Independent Advisor Alliance 0.01% Reduce -98.8% 2,917 $261K
Saxony Capital Management, LLC 0.23% Reduce -7.2% 2,902 $260K
Grove Bank & Trust 0.03% No change 2,900 $260K
NWF Advisory Services Inc. 0.04% New 2,850 $255K
Flagstar Securities, Inc. 0.07% Reduce -2.8% 2,839 $255K
Bessemer Group Inc. 0.00% No change 2,810 $252K
CreativeOne Wealth, LLC 0.01% New 2,721 $244K
Novus Advisors, LLC 0.24% Add +0.1% 2,688 $241K
World Equity Group, Inc. 0.07% Reduce -31.3% 2,664 $239K
Brown Advisory Inc. 0.00% Reduce -22.1% 2,666 $239K
RiverFront Investment Group, LLC 0.01% No change 2,654 $238K
25 LLC 0.10% No change 2,650 $238K
McDonough Capital Management, Inc 0.15% No change 2,639 $237K
Narus Financial Partners, LLC 0.08% Add +1.0% 2,589 $232K
Transcend Capital Advisors, LLC 0.02% Reduce -22.9% 2,532 $227K
Post Resch Tallon Group Inc. 0.23% Reduce -22.9% 2,514 $224K
Sagespring Wealth Partners, LLC 0.01% Reduce -30.3% 2,500 $224K
Delta Investment Management, LLC 0.05% New 2,493 $223K
Atlas Private Wealth Advisors 0.03% Add +0.1% 2,482 $222K
TFB Advisors LLC 0.06% Reduce -13.6% 2,439 $219K
Summit Wealth & Retirement Planning, Inc. 0.07% No change 2,433 $218K
Meridian Wealth Management, LLC 0.01% No change 2,412 $216K
Manhattan West Asset Management, LLC 0.05% No change 2,400 $215K
WealthCare Investment Partners, LLC 0.09% Reduce -14.2% 2,530 $215K
MBE Wealth Management, LLC 0.10% New 2,384 $214K
Indie Asset Partners, LLC 0.18% Reduce -5.9% 2,372 $213K
Cypress Wealth Services, LLC 0.04% No change 2,366 $212K
Corient Private Wealth LP 0.00% New 2,332 $209K
FWL Investment Management, LLC 0.08% Add +2.8% 2,297 $206K
Mendel Capital Management LLC 0.12% Add +0.1% 2,297 $206K
Mayflower Financial Advisors, LLC 0.03% No change 2,293 $206K
Fisher Asset Management 0.00% Reduce -40.0% 2,248 $202K
GTS Securities LLC 0.01% New 2,237 $201K
Merit Financial Group, LLC 0.00% New 2,237 $200K
Y-Intercept (Hong Kong) Ltd 0.01% New 2,232 $200K
Blue Trust, Inc. 0.00% No change 2,101 $188K
Luminist Capital LLC 0.19% No change 1,977 $177K
Albion Financial Group 0.01% Add +275.3% 1,910 $171K
Tucker Asset Management LLC 0.05% Reduce -6.8% 1,844 $165K
Richard W. Paul & Associates, LLC 0.06% Reduce -7.1% 1,799 $161K
EP Wealth Advisors, LLC 0.00% New 1,706 $153K
GeoWealth Management, LLC 0.01% Reduce -26.1% 1,634 $146K
Peterson Wealth Services 0.05% No change 1,615 $145K
Tidemark, LLC 0.05% Reduce -5.6% 1,447 $130K
Brooklyn Investment Group 0.03% New 1,336 $120K
Thompson Investment Management, Inc. 0.02% No change 1,325 $119K
Operose Advisors LLC 0.04% Add +0.3% 1,193 $107K
Pinnacle Bancorp, Inc. 0.03% No change 1,188 $106K
Cullen/Frost Bankers, Inc. 0.00% No change 1,154 $103K
Russell Investments Group, Ltd. 0.00% Reduce -0.9% 1,123 $101K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -19.0% 1,111 $100K
SouthState Bank Corp 0.00% New 1,097 $98K
Glassman Wealth Services 0.01% No change 1,000 $90K
Rossby Financial, LCC 0.04% New 1,029 $89K
CoreCap Advisors, LLC 0.00% Reduce -39.8% 938 $84K
Stephens Consulting, LLC 0.02% Reduce -17.1% 886 $79K
Hexagon Capital Partners LLC 0.01% No change 828 $74K
MPWM Advisory Solutions, LLC 0.05% No change 817 $73K
PSI Advisors, LLC 0.02% Reduce -2.4% 800 $72K
Anchor Investment Management, LLC 0.01% No change 800 $72K
Plante Moran Financial Advisors, LLC 0.01% No change 747 $67K
Hanson & Doremus Investment Management 0.01% New 629 $56K
CIBC Private Wealth Group LLC 0.00% Reduce -23.6% 659 $54K
Luken Investment Analytics, LLC 0.02% No change 568 $51K
Compass Financial Services Inc 0.03% New 530 $48K
Hazlett, Burt & Watson, Inc. 0.02% Add +64.7% 489 $44K
Fifth Third Bancorp 0.00% Reduce -50.4% 476 $43K
BlackRock, Inc. 0.00% New 450 $40K
Sunbelt Securities, Inc. 0.00% Reduce -48.0% 438 $39K
BankPlus Trust Department 0.01% Add +145.1% 429 $38K
Consultiva Wealth Management, Corp. 0.13% New 420 $38K
Flaharty Asset Management, LLC 0.01% New 414 $37K
Evelyn Partners Investment Management LLP 0.00% No change 400 $36K
Financial Perspectives, Inc 0.01% No change 381 $34K
Asset Dedication, LLC 0.00% No change 368 $33K
Centennial Bank 0.01% No change 320 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 320 $29K
CENTRAL TRUST Co 0.00% New 320 $29K
Mather Group, Llc. 0.00% No change 319 $29K
Whittier Trust Co. 0.00% Add +0.7% 312 $28K
Davis Capital Management 0.02% No change 301 $27K
Wagner Wealth Management, LLC 0.01% Reduce -3.6% 295 $26K
Salomon & Ludwin, LLC 0.00% No change 275 $25K
Raffa Wealth Management, LLC 0.01% Add +0.4% 268 $24K
Sachetta, LLC 0.01% No change 255 $23K
Financial Gravity Asset Management, Inc. 0.01% — 510 $23K
Hantz Financial Services, Inc. 0.00% New 237 $21K
Family CFO Inc 0.01% No change 218 $20K
Quest 10 Wealth Builders, Inc. 0.02% No change 200 $18K
Accordant Advisory Group Inc 0.02% No change 200 $18K
WealthShield Partners, LLC 0.00% No change 200 $18K
Tortoise Investment Management, LLC 0.00% No change 200 $18K
JNBA Financial Advisors 0.00% Reduce -82.7% 199 $18K
Headlands Technologies LLC 0.00% Add +19600.0% 197 $18K
Transce3nd, LLC 0.01% Add +133.8% 173 $16K
Flagship Wealth Advisors, LLC 0.01% New 157 $14K
Key Financial Inc 0.00% No change 141 $13K
DiNuzzo Private Wealth, Inc. 0.00% New 135 $12K
Creekmur Asset Management LLC 0.00% No change 107 $10K
Bank of Montreal 0.00% Reduce -49.5% 102 $9K
LRI Investments, LLC 0.00% No change 100 $9K
Brown, Lisle/Cummings, Inc. 0.00% No change 93 $8K
Country Trust Bank 0.00% New 60 $5K
American National Bank & Trust 0.00% New 55 $5K
Sound Income Strategies, LLC 0.00% Add +0.0% 52 $5K
EverSource Wealth Advisors, LLC 0.00% Reduce -2.0% 50 $4K
Wood Tarver Financial Group, LLC 0.00% No change 48 $4K
St Germain D J Co. Inc. 0.00% New 38 $3K
Eukles Asset Management 0.00% No change 29 $3K
Beacon Capital Management, LLC 0.00% No change 27 $2K
Pension & Wealth Management Advisors, Inc. 0.00% New 26 $2K
Costello Asset Management, INC 0.00% New 10 $896
Global Wealth Strategies & Associates 0.00% New 2 $179
SBI Securities Co., Ltd. 0.00% New 1 $90

"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.