FTCS Institutional Ownership & Shareholders
FIRST TRUST CAPITAL STRENGTH (FTCS) is currently held by 543 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.48B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FTCS tracked by InsiderSet, reporting ownership valued at approximately $688.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $749.98M, representing an estimated gain of +8.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed FTCS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST CAPITAL STRENGTH (FTCS).
This page ranks the largest institutional FTCS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
543
Total Reported Value
$4.48B
Largest Holder
Lpl Financial Llc
Largest Position
$688.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.15% | 7,333,311 | $688,744,515 | $749,977,716 | +$61,233,201 | +8.89% | |
| Morgan Stanley | 0.03% | 5,260,638 | $494,079,234 | $538,005,448 | +$43,926,214 | +8.89% | |
| Raymond James Financial Inc | 0.10% | 3,972,285 | $373,077,011 | $406,245,587 | +$33,168,576 | +8.89% | |
| Wells Fargo & Company/Mn | 0.04% | 2,444,105 | $229,550,352 | $249,958,618 | +$20,408,266 | +8.89% | |
| Cetera Investment Advisers | 0.12% | 1,442,225 | $135,453,675 | $147,496,351 | +$12,042,676 | +8.89% | |
| Bank Of America Corp | 0.01% | 1,410,135 | $132,439,915 | $144,214,506 | +$11,774,591 | +8.89% | |
| Ubs Group Ag | 0.02% | 1,317,072 | $123,699,402 | $134,696,953 | +$10,997,551 | +8.89% | |
| Osaic Holdings, Inc. | 0.14% | 1,281,663 | $120,436,056 | $131,075,675 | +$10,639,619 | +8.83% | |
| Envestnet Asset Management Inc | 0.02% | 1,060,600 | $99,611,507 | $108,467,562 | +$8,856,055 | +8.89% | |
| Royal Bank Of Canada | 0.02% | 1,035,032 | $97,209,000 | $105,852,723 | +$8,643,723 | +8.89% | |
| Two Sigma Investments, Lp | 0.07% | 988,800 | $92,868,096 | $101,124,576 | +$8,256,480 | +8.89% | |
| Ameriprise Financial Inc | 0.02% | 918,113 | $86,113,632 | $93,895,417 | +$7,781,785 | +9.04% | |
| Jones Financial Companies Lllp | 0.03% | 878,701 | $82,589,084 | $89,864,751 | +$7,275,667 | +8.81% | |
| Stifel Financial Corp | 0.06% | 737,861 | $69,301,298 | $75,461,044 | +$6,159,746 | +8.89% | |
| Commonwealth Equity Services, Llc | 0.09% | 725,947 | $68,130,156 | $74,242,600 | +$6,112,444 | +8.97% | |
| Private Advisor Group, Llc | 0.24% | 557,490 | $52,359,421 | $57,014,502 | +$4,655,081 | +8.89% | |
| Truist Financial Corp | 0.05% | 482,016 | $45,237,167 | $49,295,776 | +$4,058,609 | +8.97% | |
| Concurrent Investment Advisors, Llc | 0.30% | 465,321 | $43,670,370 | $47,588,379 | +$3,918,009 | +8.97% | |
| Harbour Investments, Inc. | 0.55% | 436,885 | $41,032,280 | $44,680,229 | +$3,647,949 | +8.89% | |
| Kestra Advisory Services, Llc | 0.12% | 434,803 | $40,806,295 | $44,467,303 | +$3,661,008 | +8.97% | |
| Silver Oak Securities, Incorporated | 2.21% | 386,723 | $36,320,989 | $39,550,161 | +$3,229,172 | +8.89% | |
| American Financial Advisors, Llc | 4.21% | 372,428 | $34,978,455 | $38,088,212 | +$3,109,757 | +8.89% | |
| Janney Montgomery Scott Llc | 0.07% | 365,657 | $34,343,000 | $37,395,741 | +$3,052,741 | +8.89% | |
| Diversified Enterprises, Llc | 1.47% | 337,317 | $31,657,200 | $34,497,410 | +$2,840,210 | +8.97% | |
| Regal Investment Advisors Llc | 1.39% | 284,367 | $26,707,753 | $29,082,213 | +$2,374,460 | +8.89% | |
| Ifg Advisory, Llc | 0.93% | 282,233 | $26,507,324 | $28,863,969 | +$2,356,645 | +8.89% | |
| Archer Investment Corp | 5.04% | 280,151 | $26,311,822 | $28,651,043 | +$2,339,221 | +8.89% | |
| D.A. Davidson & Co. | 0.14% | 278,232 | $26,112,109 | $28,454,787 | +$2,342,678 | +8.97% | |
| Park National Corp | 0.67% | 261,851 | $24,574,716 | $26,779,502 | +$2,204,786 | +8.97% | |
| Mml Investors Services, Llc | 0.05% | 236,394 | $22,202,108 | $24,176,014 | +$1,973,906 | +8.89% | |
| Hbk Sorce Advisory Llc | 0.43% | 218,277 | $21,814,554 | $22,323,189 | +$508,635 | +2.33% | |
| Gratus Wealth Advisors, Llc | 2.75% | 229,880 | $21,574,216 | $23,509,828 | +$1,935,612 | +8.97% | |
| Walkner Condon Financial Advisors Llc | 2.14% | 206,602 | $19,389,564 | $21,129,187 | +$1,739,623 | +8.97% | |
| Tru Independence Llc | 8.20% | 204,291 | $19,172,689 | $20,892,841 | +$1,720,152 | +8.97% | |
| Heck Capital Advisors, Llc | 0.99% | 191,403 | $17,963,180 | $19,574,785 | +$1,611,605 | +8.97% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 181,055 | $17,004,710 | $18,516,495 | +$1,511,785 | +8.89% | |
| Investors Research Corp | 2.87% | 174,028 | $16,332,528 | $17,797,844 | +$1,465,316 | +8.97% | |
| Evelyn Partners Investment Management (Europe) Ltd | 5.55% | 173,872 | $16,128,367 | $17,781,889 | +$1,653,522 | +10.25% | |
| Rockefeller Capital Management L.P. | 0.02% | 151,550 | $14,233,622 | $15,499,019 | +$1,265,397 | +8.89% | |
| Randall & Associates Wealth Management | 8.31% | 146,138 | $13,715,051 | $14,945,533 | +$1,230,482 | +8.97% | |
| Baird Financial Group, Inc. | 0.02% | 138,750 | $13,031,400 | $14,189,963 | +$1,158,563 | +8.89% | |
| Arax Advisory Partners | 0.08% | 133,774 | $12,564,050 | $13,681,067 | +$1,117,017 | +8.89% | |
| Oppenheimer & Co Inc | 0.13% | 133,852 | $12,562,010 | $13,689,044 | +$1,127,034 | +8.97% | |
| Sargent Investment Group, Llc | 1.49% | 132,106 | $12,407,368 | $13,510,481 | +$1,103,113 | +8.89% | |
| Assetmark, Inc | 0.02% | 126,198 | $11,843,682 | $12,906,269 | +$1,062,587 | +8.97% | |
| Prospera Financial Services Inc | 0.16% | 120,053 | $11,279,488 | $12,277,820 | +$998,332 | +8.85% | |
| Integrated Wealth Concepts Llc | 0.07% | 117,987 | $11,081,312 | $12,066,530 | +$985,218 | +8.89% | |
| Pnc Financial Services Group, Inc. | 0.01% | 116,683 | $10,958,875 | $11,933,170 | +$974,295 | +8.89% | |
| Equitable Holdings, Inc. | 0.06% | 114,718 | $10,774,316 | $11,732,210 | +$957,894 | +8.89% | |
| Golden State Wealth Management, Llc | 0.97% | 113,868 | $10,686,600 | $11,645,280 | +$958,680 | +8.97% |
Frequently asked questions about FTCS
Who are the largest institutional holders of FTCS?
The largest institutional holders of FTCS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FTCS position.
What is FTCS institutional ownership?
This page tracks FTCS positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST CAPITAL STRENGTH (FTCS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FTCS?
InsiderSet currently tracks 543 institutional managers reporting FTCS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTCS shareholders.
How much FTCS stock do institutions own?
Institutional investment managers disclosed approximately $4.48B in FTCS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FTCS institutional ownership last updated?
The latest FTCS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FTCS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTCS position after the reporting date.
Are institutions buying or selling FTCS?
Institutional buying and selling can be analyzed by comparing FTCS positions across consecutive 13F reporting periods. InsiderSet's FTCS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTCS ownership changes.
How has FTCS institutional ownership changed over time?
InsiderSet tracks FTCS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.