13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
FTCS

FIRST TRUST CAPITAL STRENGTH E

536 institutions still hold FIRST TRUST CAPITAL STRENGTH E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33733e104·536 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.1%
vs prior quarter
13F value held
$3.2B
47.0% inst. owned
of float
Holders
536
-38 QoQ
filers reporting
Activity
+50 / −93
+946 added · −920 reduced
this quarter
Concentration
21.86%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

536 institutions reported FTCS in Q1 2026. LPL Financial LLC leads at 21.9% of the visible book. -38 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$698M7.5M0.19%Q1 202602
MORGAN STANLEY
CIK 0000895421
$513M5.5M0.03%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$400M4.3M0.12%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$240M2.6M0.05%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$138M1.5M0.15%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$136M1.5M0.01%Q1 202607
UBS Group AG
CIK 0001610520
$127M1.4M0.02%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$109M1.2M0.16%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$101M1.1M0.03%Q1 202610
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$98M1.1M0.08%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$95M1.0M0.02%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$90M971K0.02%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$83M894K0.12%Q1 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$75M824K0.04%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$69M744K0.06%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$51M552K0.07%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$49M531K0.23%Q1 202618
Concurrent Investment Advisors, LLC
CIK 0002001015
$43M461K0.46%Q1 202619
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$41M440K0.63%Q1 202620
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$38M413K2.80%Q1 2026
Page 1 of 27
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