FIRST TRUST CAPITAL STRENGTH (FTCS) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $4.60B 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 $698.38M in its March 31, 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 $727.37M, representing an estimated gain of +4.15% 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
539
Total Reported Value
$4.60B
Largest Holder
Lpl Financial Llc
Largest Position
$698.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.19% | 7,528,935 | $698,383,991 | $727,370,410 | +$28,986,419 | +4.15% | |
| Morgan Stanley | 0.03% | 5,527,367 | $512,718,707 | $533,998,926 | +$21,280,219 | +4.15% | |
| Raymond James Financial Inc | 0.12% | 4,314,302 | $400,194,645 | $416,804,716 | +$16,610,071 | +4.15% | |
| Wells Fargo & Company/Mn | 0.05% | 2,589,957 | $240,244,396 | $250,215,746 | +$9,971,350 | +4.15% | |
| Cetera Investment Advisers | 0.15% | 1,486,405 | $137,878,910 | $143,601,587 | +$5,722,677 | +4.15% | |
| Bank Of America Corp | 0.01% | 1,461,233 | $135,543,956 | $141,169,720 | +$5,625,764 | +4.15% | |
| Ubs Group Ag | 0.02% | 1,365,120 | $126,628,531 | $131,884,243 | +$5,255,712 | +4.15% | |
| Osaic Holdings, Inc. | 0.16% | 1,175,864 | $109,118,351 | $113,600,221 | +$4,481,870 | +4.11% | |
| Envestnet Asset Management Inc | 0.03% | 1,085,635 | $100,703,547 | $104,883,197 | +$4,179,650 | +4.15% | |
| Two Sigma Investments, Lp | 0.08% | 1,059,800 | $98,307,048 | $102,387,278 | +$4,080,230 | +4.15% | |
| Royal Bank Of Canada | 0.02% | 1,024,933 | $95,073,000 | $99,018,777 | +$3,945,777 | +4.15% | |
| Ameriprise Financial Inc | 0.02% | 971,277 | $90,131,170 | $93,835,071 | +$3,703,901 | +4.11% | |
| Commonwealth Equity Services, Llc | 0.12% | 894,096 | $82,936,390 | $86,378,615 | +$3,442,225 | +4.15% | |
| Jones Financial Companies Lllp | 0.04% | 824,324 | $75,391,406 | $79,637,942 | +$4,246,536 | +5.63% | |
| Stifel Financial Corp | 0.06% | 744,297 | $69,042,257 | $71,906,533 | +$2,864,276 | +4.15% | |
| Truist Financial Corp | 0.07% | 551,942 | $51,198,123 | $53,323,117 | +$2,124,994 | +4.15% | |
| Private Advisor Group, Llc | 0.23% | 531,050 | $49,260,159 | $51,304,741 | +$2,044,582 | +4.15% | |
| Concurrent Investment Advisors, Llc | 0.47% | 460,550 | $42,720,655 | $44,493,736 | +$1,773,081 | +4.15% | |
| Harbour Investments, Inc. | 0.63% | 439,702 | $40,786,776 | $42,479,610 | +$1,692,834 | +4.15% | |
| Silver Oak Securities, Incorporated | 2.80% | 412,728 | $38,284,632 | $39,873,652 | +$1,589,020 | +4.15% | |
| Kestra Advisory Services, Llc | 0.14% | 400,906 | $37,188,015 | $38,731,529 | +$1,543,514 | +4.15% | |
| American Financial Advisors, Llc | 4.47% | 360,931 | $33,479,953 | $34,869,544 | +$1,389,591 | +4.15% | |
| Diversified Enterprises, Llc | 1.78% | 349,982 | $32,464,330 | $33,811,761 | +$1,347,431 | +4.15% | |
| Park National Corp | 0.91% | 322,143 | $29,881,985 | $31,122,235 | +$1,240,250 | +4.15% | |
| Archer Investment Corp | 5.59% | 282,951 | $26,246,508 | $27,335,896 | +$1,089,388 | +4.15% | |
| D.A. Davidson & Co. | 0.16% | 279,819 | $25,956,083 | $27,033,314 | +$1,077,231 | +4.15% | |
| Regal Investment Advisors Llc | 1.46% | 271,862 | $25,217,944 | $26,264,588 | +$1,046,644 | +4.15% | |
| Scarborough Advisors, Llc | 2.65% | 261,092 | $24,218,869 | $25,224,098 | +$1,005,229 | +4.15% | |
| Independent Financial Group, Llc | 0.26% | 293,477 | $21,421,574 | $28,352,813 | +$6,931,239 | +32.36% | |
| Gratus Wealth Advisors, Llc | 3.04% | 226,645 | $21,023,629 | $21,896,173 | +$872,544 | +4.15% | |
| Hbk Sorce Advisory Llc | 0.41% | 218,770 | $20,194,678 | $21,135,370 | +$940,692 | +4.66% | |
| Mml Investors Services, Llc | 0.06% | 214,444 | $19,891,857 | $20,717,435 | +$825,578 | +4.15% | |
| Randall & Associates Wealth Management | 12.57% | 200,990 | $18,643,833 | $19,417,644 | +$773,811 | +4.15% | |
| Heck Capital Advisors, Llc | 1.05% | 187,487 | $17,608,806 | $18,113,119 | +$504,313 | +2.86% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 188,535 | $17,488,514 | $18,214,366 | +$725,852 | +4.15% | |
| Tru Independence Llc | 8.50% | 185,321 | $17,190,375 | $17,903,862 | +$713,487 | +4.15% | |
| Mariner, Llc | 0.02% | 182,749 | $16,951,789 | $17,655,381 | +$703,592 | +4.15% | |
| Vestmark Advisory Solutions, Inc. | 0.19% | 181,427 | $16,829,238 | $17,527,662 | +$698,424 | +4.15% | |
| Investors Research Corp | 2.93% | 174,122 | $16,353,538 | $16,821,926 | +$468,388 | +2.86% | |
| Walkner Condon Financial Advisors Llc | 2.15% | 176,171 | $16,341,730 | $17,019,880 | +$678,150 | +4.15% | |
| Baird Financial Group, Inc. | 0.03% | 176,024 | $16,327,986 | $17,005,679 | +$677,693 | +4.15% | |
| Evelyn Partners Investment Management (Europe) Ltd | 5.55% | 173,872 | $16,128,367 | $16,797,774 | +$669,407 | +4.15% | |
| Gateway Wealth Partners, Llc | 0.61% | 169,052 | $15,681,214 | $16,332,114 | +$650,900 | +4.15% | |
| Rockefeller Capital Management L.P. | 0.02% | 151,471 | $14,050,483 | $14,633,613 | +$583,130 | +4.15% | |
| Independent Advisor Alliance | 0.14% | 145,579 | $13,503,907 | $14,064,387 | +$560,480 | +4.15% | |
| Sargent Investment Group, Llc | 1.68% | 137,151 | $12,722,116 | $13,250,158 | +$528,042 | +4.15% | |
| Oppenheimer & Co Inc | 0.15% | 132,603 | $12,300,254 | $12,810,776 | +$510,522 | +4.15% | |
| Equitable Holdings, Inc. | 0.07% | 124,130 | $11,483,808 | $11,992,199 | +$508,391 | +4.43% | |
| Goldman Sachs Group Inc | 0.00% | 121,299 | $11,251,695 | $11,718,696 | +$467,001 | +4.15% | |
| Pnc Financial Services Group, Inc. | 0.01% | 118,276 | $10,971,283 | $11,426,644 | +$455,361 | +4.15% |
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.