First Trust Capital StrengthFTCSETF
13F holders, Q1 2026 (March 31)547holders +3
42new positions
36sold out
5famous investors
$92.74avg. 13F price*
At the end of Q1 2026, 547 institutions reported holding First Trust Capital Strength (FTCS) in their 13F filings, up 3 from Q4 2025. 42 opened new positions and 36 sold out. The largest holders were LPL Financial LLC ($698.4M), Morgan Stanley ($512.7M) and Raymond James Financial Inc. ($400.2M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Capital Strength
- CUSIP
- 33733E104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $140.6M |
| Exits | 36 | $94.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,584,728 shares bought and 4,159,548 shares sold, net −1,574,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 547 holders
| LPL Financial LLC | 0.19% | Reduce -2.0% | 7,528,935 | $698.4M |
| Morgan Stanley | 0.03% | Reduce -1.6% | 5,527,367 | $512.7M |
| Raymond James Financial Inc. | 0.12% | Reduce -4.3% | 4,314,302 | $400.2M |
| Wells Fargo & Company | 0.05% | Reduce -10.6% | 2,589,957 | $240.2M |
| Cetera Investment Advisers | 0.15% | Reduce -2.7% | 1,486,405 | $137.9M |
| Bank of America Corp. | 0.01% | Reduce -9.6% | 1,461,233 | $135.5M |
| UBS Group AG | 0.02% | Reduce -3.9% | 1,365,120 | $126.6M |
| Osaic Holdings, Inc. | 0.16% | Reduce -7.0% | 1,175,864 | $109.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -0.6% | 1,085,635 | $100.7M |
| Two Sigma Investments, LP | 0.08% | New | 1,059,800 | $98.3M |
| Royal Bank of Canada | 0.02% | Reduce -13.3% | 1,024,933 | $95.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -11.5% | 971,277 | $90.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -1.1% | 894,096 | $82.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -9.0% | 891,983 | $82.7M |
| Jones Financial Companies LLLP | 0.04% | Add +11.9% | 824,324 | $75.4M |
| Stifel Financial Corp. | 0.06% | Add +0.2% | 744,297 | $69.0M |
| Truist Financial Corp. | 0.07% | Reduce -2.9% | 551,942 | $51.2M |
| Private Advisor Group, LLC | 0.23% | Reduce -18.0% | 531,050 | $49.3M |
| Concurrent Investment Advisors, LLC | 0.47% | Reduce -2.1% | 460,550 | $42.7M |
| Harbour Investments, Inc. | 0.63% | Add +9.6% | 439,702 | $40.8M |
| Silver Oak Securities, Incorporated | 2.80% | Reduce -3.8% | 412,728 | $38.3M |
| Kestra Advisory Services, LLC | 0.14% | Add +4.4% | 400,906 | $37.2M |
| American Financial Advisors, LLC | 4.47% | Reduce -2.1% | 360,931 | $33.5M |
| Diversified Enterprises, LLC | 1.78% | Add +15866.3% | 349,982 | $32.5M |
| Park National Corp. | 0.91% | Reduce -4.8% | 322,143 | $29.9M |
| Archer Investment Corp | 5.60% | Reduce -6.6% | 282,951 | $26.2M |
| D.A. Davidson & Co. | 0.16% | Add +0.4% | 279,819 | $26.0M |
| Regal Investment Advisors LLC | 1.46% | Add +1.7% | 271,862 | $25.2M |
| Scarborough Advisors, LLC | 2.65% | Add +2.0% | 261,092 | $24.2M |
| Gratus Wealth Advisors, LLC | 3.04% | Reduce -26.3% | 226,645 | $21.0M |
| HBK Sorce Advisory LLC | 0.41% | Reduce -0.8% | 218,770 | $20.2M |
| MML Investors Services, LLC | 0.06% | Reduce -17.5% | 214,444 | $19.9M |
| Randall & Associates Wealth Management | 12.57% | Reduce -22.1% | 200,990 | $18.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -38.8% | 188,535 | $17.5M |
| tru Independence LLC | 8.50% | Add +4.4% | 185,321 | $17.2M |
| Heck Capital Advisors, LLC | 1.26% | Reduce -1.3% | 183,394 | $17.0M |
| Mariner, LLC | 0.02% | Reduce -12.1% | 182,749 | $17.0M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Reduce -2.8% | 181,427 | $16.8M |
| Walkner Condon Financial Advisors LLC | 2.15% | Add +0.1% | 176,171 | $16.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -22.5% | 176,024 | $16.3M |
| Evelyn Partners Investment Management (Europe) Ltd | 5.55% | Reduce -3.3% | 173,872 | $16.1M |
| Gateway Wealth Partners, LLC | 0.61% | Add +99.2% | 169,052 | $15.7M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -18.9% | 151,471 | $14.1M |
| Independent Advisor Alliance | 0.14% | New | 145,579 | $13.5M |
| Sargent Investment Group, LLC | 1.68% | Reduce -6.1% | 137,151 | $12.7M |
| Oppenheimer & Co. Inc. | 0.15% | New | 132,603 | $12.3M |
| Equitable Holdings, Inc. | 0.07% | Add +10.1% | 124,130 | $11.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.5% | 121,299 | $11.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -2.2% | 118,276 | $11.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.9% | 116,167 | $10.8M |
| Holistic Financial Partners | 3.99% | Add +0.8% | 115,800 | $10.7M |
| Golden State Wealth Management, LLC | 1.15% | Add +5.2% | 113,267 | $10.5M |
| Western Wealth Management, LLC | 0.39% | Reduce -2.3% | 110,997 | $10.3M |
| Concentrum Wealth Management | 3.02% | Reduce -1.9% | 110,259 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.2% | 110,063 | $10.2M |
| Merit Financial Group, LLC | 0.08% | Reduce -2.3% | 109,637 | $10.2M |
| Arax Advisory Partners | 0.28% | Reduce -1.0% | 108,387 | $10.1M |
| Prospera Financial Services Inc | 0.16% | Add +0.6% | 107,471 | $10.0M |
| Virtus Wealth Solutions LLC | 1.88% | Reduce -4.1% | 106,553 | $9.9M |
| Commonwealth Financial Services, LLC | 1.56% | Add +11.6% | 106,231 | $9.9M |
| Benjamin Edwards Inc. | 0.09% | Reduce -2.6% | 102,080 | $9.5M |
| Summit Wealth Group LLC / Co. | 0.96% | Reduce -4.3% | 98,448 | $9.1M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +0.3% | 95,606 | $8.9M |
| Rothschild Wealth LLC | 0.80% | Add +3.6% | 95,236 | $8.8M |
| Kingswood Wealth Advisors, LLC | 0.40% | Add +0.8% | 90,333 | $8.4M |
| Triumph Capital Management | 1.72% | Add +0.3% | 90,300 | $8.4M |
| TD Capital Management LLC | 0.74% | Reduce -0.1% | 88,822 | $8.2M |
| Creative Planning | 0.01% | Add +7.4% | 82,969 | $7.7M |
| Solano Wealth Investment Advisors LLC | 3.82% | Reduce -1.1% | 82,619 | $7.7M |
| Dagco, Inc. | 1.65% | Add +7.8% | 81,960 | $7.6M |
| Assetmark, Inc. | 0.02% | Add +5.9% | 81,432 | $7.6M |
| Southland Equity Partners LLC | 1.46% | Reduce -0.8% | 80,924 | $7.5M |
| Morey & Quinn Wealth Partners, LLC | 5.29% | Reduce -1.2% | 80,226 | $7.4M |
| Tudor Investment Corporation | 0.04% | Reduce -14.0% | 79,991 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +44.3% | 79,192 | $7.4M |
| RiverTree Advisors, LLC | 4.61% | Reduce -0.2% | 78,469 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -42.5% | 75,310 | $7.0M |
| Wedbush Securities Inc. | 0.20% | Add +11.0% | 75,047 | $7.0M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -3.2% | 74,011 | $6.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +14.3% | 73,139 | $6.8M |
| PCG Wealth Advisors, LLC | 1.70% | Reduce -2.0% | 72,517 | $6.7M |
| OneDigital Investment Advisors LLC | 0.07% | Add +168.9% | 71,737 | $6.7M |
| &partners | 0.03% | Reduce -2.1% | 70,451 | $6.5M |
| Stephens Inc. | 0.08% | Reduce -2.0% | 68,809 | $6.4M |
| Plotkin Financial Advisors, LLC | 3.02% | Reduce -1.4% | 64,887 | $6.0M |
| Atlas Wealth LLC | 2.38% | Reduce -0.2% | 64,534 | $6.0M |
| Intellus Advisors LLC | 0.78% | Add +3.1% | 61,318 | $5.7M |
| Purus Wealth Management, LLC | 1.74% | Reduce -0.7% | 58,821 | $5.5M |
| Claris Financial LLC | 2.96% | Add +0.5% | 58,425 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -31.5% | 57,534 | $5.3M |
| Arkadios Wealth Advisors | 0.09% | Reduce -12.1% | 57,304 | $5.3M |
| Shelton Wealth Management, LLC | 2.25% | Reduce -5.6% | 55,058 | $5.1M |
| Bernardo Wealth Planning LLC | 0.98% | Reduce -7.5% | 53,698 | $5.0M |
| ABLE Financial Group, LLC | 0.97% | Reduce -7.5% | 53,253 | $4.9M |
| World Investment Advisors | 0.08% | Reduce -0.1% | 52,655 | $4.9M |
| Stonehaven Wealth & Tax Solutions, LLC | 4.28% | Add +4.8% | 52,149 | $4.8M |
| IHT Wealth Management, LLC | 0.11% | Reduce -6.8% | 51,703 | $4.8M |
| AE Wealth Management LLC | 0.03% | Add +5.9% | 50,965 | $4.7M |
| Independent Financial Group, LLC | 0.11% | Add +0.2% | 50,680 | $4.7M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.5% | 50,102 | $4.6M |
"% of holder's portfolio" is FTCS's weight in each manager's 13F, not the share of First Trust Capital Strength the manager owns.