FIRST TRUST CAPITAL STRENGTH (FTCS) Institutional Shareholders
FIRST TRUST CAPITAL STRENGTH (FTCS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.48B in FTCS holdings during the latest filing period.
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 $750.05M, representing an estimated gain of +8.90% 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
541
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
27
Funds Exiting Positions
0
| 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 | $750,051,049 | +$61,306,534 | +8.90% | |
| Morgan Stanley | 0.03% | 5,260,638 | $494,079,234 | $538,058,055 | +$43,978,821 | +8.90% | |
| Raymond James Financial Inc | 0.10% | 3,972,285 | $373,077,011 | $406,285,310 | +$33,208,299 | +8.90% | |
| Wells Fargo & Company/Mn | 0.04% | 2,444,105 | $229,550,352 | $249,983,059 | +$20,432,707 | +8.90% | |
| Cetera Investment Advisers | 0.12% | 1,442,225 | $135,453,675 | $147,510,773 | +$12,057,098 | +8.90% | |
| Bank Of America Corp | 0.01% | 1,410,135 | $132,439,915 | $144,228,608 | +$11,788,693 | +8.90% | |
| Ubs Group Ag | 0.02% | 1,317,072 | $123,699,402 | $134,710,124 | +$11,010,722 | +8.90% | |
| Osaic Holdings, Inc. | 0.14% | 1,281,663 | $120,436,056 | $131,088,492 | +$10,652,436 | +8.84% | |
| Envestnet Asset Management Inc | 0.02% | 1,060,600 | $99,611,507 | $108,478,168 | +$8,866,661 | +8.90% | |
| Royal Bank Of Canada | 0.02% | 1,035,032 | $97,209,000 | $105,863,073 | +$8,654,073 | +8.90% | |
| Two Sigma Investments, Lp | 0.07% | 988,800 | $92,868,096 | $101,134,464 | +$8,266,368 | +8.90% | |
| Ameriprise Financial Inc | 0.02% | 918,113 | $86,113,632 | $93,904,598 | +$7,790,966 | +9.05% | |
| Jones Financial Companies Lllp | 0.03% | 878,701 | $82,589,084 | $89,873,538 | +$7,284,454 | +8.82% | |
| Commonwealth Equity Services, Llc | 0.09% | 783,205 | $73,558,653 | $80,106,207 | +$6,547,554 | +8.90% | |
| Stifel Financial Corp | 0.06% | 737,861 | $69,301,298 | $75,468,423 | +$6,167,125 | +8.90% | |
| Private Advisor Group, Llc | 0.24% | 557,490 | $52,359,421 | $57,020,077 | +$4,660,656 | +8.90% | |
| Truist Financial Corp | 0.05% | 485,483 | $45,596,588 | $49,655,201 | +$4,058,613 | +8.90% | |
| Concurrent Investment Advisors, Llc | 0.36% | 453,934 | $42,633,472 | $46,428,370 | +$3,794,898 | +8.90% | |
| Harbour Investments, Inc. | 0.55% | 436,885 | $41,032,280 | $44,684,598 | +$3,652,318 | +8.90% | |
| Kestra Advisory Services, Llc | 0.13% | 435,756 | $40,926,188 | $44,569,124 | +$3,642,936 | +8.90% | |
| Silver Oak Securities, Incorporated | 2.21% | 386,723 | $36,320,989 | $39,554,028 | +$3,233,039 | +8.90% | |
| American Financial Advisors, Llc | 4.21% | 372,428 | $34,978,455 | $38,091,936 | +$3,113,481 | +8.90% | |
| Diversified Enterprises, Llc | 1.56% | 342,274 | $32,146,374 | $35,007,785 | +$2,861,411 | +8.90% | |
| Park National Corp | 0.75% | 286,874 | $26,943,206 | $29,341,473 | +$2,398,267 | +8.90% | |
| Regal Investment Advisors Llc | 1.39% | 284,367 | $26,707,753 | $29,085,057 | +$2,377,304 | +8.90% | |
| Ifg Advisory, Llc | 0.93% | 282,233 | $26,507,324 | $28,866,791 | +$2,359,467 | +8.90% | |
| Archer Investment Corp | 5.18% | 280,151 | $26,311,822 | $28,653,844 | +$2,342,022 | +8.90% | |
| D.A. Davidson & Co. | 0.14% | 278,359 | $26,143,503 | $28,470,559 | +$2,327,056 | +8.90% | |
| Scarborough Advisors, Llc | 2.81% | 259,173 | $24,499,699 | $26,508,214 | +$2,008,515 | +8.20% | |
| Mml Investors Services, Llc | 0.05% | 236,394 | $22,202,108 | $24,178,378 | +$1,976,270 | +8.90% | |
| Hbk Sorce Advisory Llc | 0.43% | 218,277 | $21,814,554 | $22,325,372 | +$510,818 | +2.34% | |
| Gratus Wealth Advisors, Llc | 2.75% | 229,654 | $21,569,066 | $23,489,011 | +$1,919,945 | +8.90% | |
| Tru Independence Llc | 8.18% | 199,170 | $18,706,013 | $20,371,108 | +$1,665,095 | +8.90% | |
| Walkner Condon Financial Advisors Llc | 2.10% | 193,707 | $18,192,916 | $19,812,352 | +$1,619,436 | +8.90% | |
| Heck Capital Advisors, Llc | 1.05% | 187,487 | $17,608,806 | $19,176,170 | +$1,567,364 | +8.90% | |
| Randall & Associates Wealth Management | 10.56% | 181,797 | $17,074,374 | $18,594,197 | +$1,519,823 | +8.90% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 181,055 | $17,004,710 | $18,518,305 | +$1,513,595 | +8.90% | |
| Investors Research Corp | 2.93% | 174,122 | $16,353,538 | $17,809,198 | +$1,455,660 | +8.90% | |
| Integrated Wealth Concepts Llc | 0.08% | 174,111 | $16,352,160 | $17,808,073 | +$1,455,913 | +8.90% | |
| Evelyn Partners Investment Management (Europe) Ltd | 5.55% | 173,872 | $16,128,367 | $17,783,628 | +$1,655,261 | +10.26% | |
| Rockefeller Capital Management L.P. | 0.02% | 151,550 | $14,233,622 | $15,500,534 | +$1,266,912 | +8.90% | |
| Baird Financial Group, Inc. | 0.02% | 138,750 | $13,031,400 | $14,191,350 | +$1,159,950 | +8.90% | |
| Arax Advisory Partners | 0.08% | 133,774 | $12,564,050 | $13,682,405 | +$1,118,355 | +8.90% | |
| Sargent Investment Group, Llc | 1.49% | 132,106 | $12,407,368 | $13,511,802 | +$1,104,434 | +8.90% | |
| Oppenheimer & Co Inc | 0.13% | 130,725 | $12,277,692 | $13,370,553 | +$1,092,861 | +8.90% | |
| Assetmark, Inc | 0.02% | 127,851 | $12,007,766 | $13,076,600 | +$1,068,834 | +8.90% | |
| Prospera Financial Services Inc | 0.16% | 120,053 | $11,279,488 | $12,279,021 | +$999,533 | +8.86% | |
| Pnc Financial Services Group, Inc. | 0.01% | 116,683 | $10,958,875 | $11,934,337 | +$975,462 | +8.90% | |
| Hightower Advisors, Llc | 0.01% | 115,912 | $10,886,491 | $11,855,479 | +$968,988 | +8.90% | |
| Golden State Wealth Management, Llc | 0.99% | 115,768 | $10,872,976 | $11,840,751 | +$967,775 | +8.90% |
Frequently asked questions about FTCS
Who owns the most FTCS stock?
The largest holders of FTCS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST CAPITAL STRENGTH (FTCS).
Is FTCS widely held by superinvestors?
Many widely followed stocks like FTCS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FTCS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.