FTCS institutional holders

First Trust Capital Strength ETF · 575 reporting institutions · $4.6B reported value

Funds that can replace FTCS · FTCS return decomposition

Institutional holdings

Institutions reporting FTCS, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$688.7M23,4582026-06-30
Morgan Stanley$494.1M23,1852026-06-30
Raymond James Financial Inc$373.1M02026-06-30
Wells Fargo & Company/mn$229.6M02026-06-30
Cetera Investment Advisers$135.5M10,3702026-06-30
Bank of America Corp /de$132.4M02026-06-30
UBS Group AG$123.7M02026-06-30
Osaic Holdings, Inc.$120.4M02026-06-30
Envestnet Pmc$99.6M602026-06-30
Royal Bank of Canada$97.2M02026-06-30
Two Sigma Investments, LP$92.9M02026-06-30
Ameriprise Financial Inc$86.1M02026-06-30
Jones Financial Companies LLLP$82.6M02026-06-30
Commonwealth Equity Services, LLC$73.6M2,8632026-06-30
Stifel Financial Corp$69.3M02026-06-30
Archer Investment Corp$52.6M782026-06-30
Private Advisor Group, LLC$52.4M9272026-06-30
Truist Financial Corp$45.6M02026-06-30
Concurrent Investment Advisors, LLC$42.6M3492026-06-30
Harbour Investments, Inc.$41M2472026-06-30
Kestra Advisory Services, LLC$40.9M1,4792026-06-30
Silver Oak Securities, Incorporated$36.3M1172026-06-30
American Financial Advisors, LLC$35M22026-06-30
Pollock Investment Advisors, LLC$33.5M02025-12-31
Diversified Enterprises, LLC$32.1M292026-06-30
Park National Corp /oh$26.9M02026-06-30
Regal Investment Advisors LLC$26.7M1172026-06-30
Ifg Advisory, LLC$26.5M1102026-06-30
D.A. Davidson & Co.$26.1M6892026-06-30
Evelyn Partners Group Ltd$25.3M02026-06-30
Scarborough Advisors, LLC$24.5M152026-06-30
MML Investors Services, LLC$22.2M5,1202026-06-30
Hbk Sorce Advisory LLC$21.8M732026-06-30
Gratus Wealth Advisors, LLC$21.6M62026-06-30
Tru Independence LLC$18.7M02026-06-30
Walkner Condon Financial Advisors LLC$18.2M152026-06-30
Heck Capital Advisors, LLC$17.6M242026-06-30
Randall & Associates Wealth Management$17.1M32026-06-30
Vestmark Advisory Solutions, Inc.$17M82026-06-30
Irc Wealth$16.4M72026-06-30
Integrated Wealth Concepts LLC$16.4M4802026-06-30
Evelyn Partners Investment Management (europe) Ltd$16.1M02026-03-31
Northwestern Mutual Wealth Management Co$14.7M02026-06-30
Rockefeller Capital Management LP$14.2M3462026-06-30
Baird Financial Group, Inc.$13M02026-06-30
Arax Advisory Partners$12.6M2322026-06-30
Sargent Investment Group, LLC$12.4M142026-06-30
Oppenheimer & Co. Inc.$12.3M1,1662026-06-30
Assetmark, Inc$12M2202026-06-30
Prospera Financial Services, Inc.$11.3M2702026-06-30
PNC Financial Services Group, Inc.$11M02026-06-30
Hightower Advisors, LLC$10.9M1,0462026-06-30
Golden State Wealth Management, LLC$10.9M472026-06-30
Equitable Holdings, Inc.$10.8M02026-06-30
Concentrum Wealth Management$10.7M52026-06-30
Goldman Sachs Group Inc$10.5M02026-06-30
Steward Partners Investment Advisory, LLC$10.4M4812026-06-30
Benjamin Edwards Inc$10M02026-06-30
Virtus Wealth Solutions LLC$9.9M32026-06-30
Gateway Wealth Partners, LLC$9.7M1012026-06-30
Onedigital Investment Advisors LLC$9.2M3862026-06-30
Summit Wealth Group LLC / Co$9.2M392026-06-30
Great Valley Advisor Group, LLC$9M2052026-06-30
Merit Financial Group, LLC$8.9M2952026-06-30
Western Wealth Management, LLC$8.9M1122026-06-30
Triumph Capital Management$8.5M142026-06-30
Kingswood Wealth Advisors, LLC$8.3M1232026-06-30
Tudor Investment Corp Et Al$8.3M02026-06-30
Rothschild Wealth LLC$8.2M312026-06-30
Southland Equity Partners, Llc.$7.7M252026-06-30
Solano Wealth Advisors$7.6M32026-06-30
TD Capital Management LLC$7.6M82026-06-30
Rivertree Advisors, LLC$7.4M22026-06-30
Morey & Quinn Wealth Partners, LLC$7.4M32026-06-30
Kingsview Wealth Management, LLC$7.4M1152026-06-30
Creative Planning$7.3M1,1712026-06-30
Pcg Wealth Advisors, LLC$6.8M182026-06-30
Wealth Enhancement Advisory Services, LLC$6.4M1,0262026-06-30
Stephens Inc /ar$6.4M2432026-06-30
&partners$6.4M5552026-06-30
Intellus Advisors LLC$6.2M92026-06-30
Holistic Financial Partners$6.1M02026-06-30
Atlas Wealth LLC$6.1M52026-06-30
Medallion Wealth Advisors, LLC$5.7M62026-06-30
Plotkin Financial Advisors, LLC$5.6M12026-06-30
Claris Financial LLC$5.4M22026-03-31
Geneos Wealth Management, Inc.$5.4M1932026-06-30
Shelton Wealth Management, LLC$5.3M42026-06-30
Purus Wealth Management, LLC$5.3M62026-06-30
Kestra Private Wealth Services, LLC$5M2062026-06-30
Stonehaven Wealth & Tax Solutions$5M22026-06-30
Bernardo Wealth Planning LLC$4.9M112026-06-30
Ae Wealth Management LLC$4.9M4712026-06-30
Arkadios Wealth Advisors$4.9M2262026-06-30
Independent Financial Group, LLC$4.9M4812026-06-30
Able Financial Group, LLC$4.8M92026-06-30
Barrett & Company, Inc.$4.7M42026-06-30
Iht Wealth Management LLC$4.7M1592026-06-30
Jpmorgan Chase & Co$4.7M02026-06-30
Lokken Investment Group LLC$4.6M02025-09-30
J.W. Cole Advisors, Inc.$4.5M4992026-06-30
Mai Capital Management$4.4M3082026-06-30
Kpp Advisory Services LLC$4.4M222026-06-30
Tradition Wealth Management, LLC$4.4M232026-06-30
Pfg Advisors$4.4M832026-06-30
Aptus Capital Advisors, LLC$4.3M212026-06-30
Forefront Wealth Partners, LLC$4.3M302026-06-30
Mariner, LLC$4.2M02026-06-30
Clear Creek Financial Management, LLC$4.2M442026-06-30
Newedge Advisors$4.1M6012026-06-30
Roman Butler Fullerton & Co$4.1M122026-06-30
Fsb Premier Wealth Management, Inc.$4.1M102026-06-30
Avior Wealth Management, LLC$4M692026-06-30
Fmr LLC$3.9M02026-06-30
Ni Acquisitions Company, LLC$3.9M62026-06-30
Dakota Wealth Management$3.9M02026-06-30
Dagco, Inc.$3.9M72026-06-30
World Investment Advisors$3.8M3592026-06-30
Northbridge Financial Group, LLC$3.8M92026-06-30
Delos Wealth Advisors, LLC$3.8M62026-06-30
International Assets Investment Management, LLC$3.8M1222026-06-30
Oneascent Financial Services LLC$3.8M852026-06-30
Sigma Planning Corp$3.8M4742026-06-30
Sunesis Advisors, LLC$3.8M102026-06-30
Bank of New York Mellon Corp$3.7M02026-06-30
Valmark Advisers, Inc.$3.7M2952026-06-30
Ergawealth Advisors, Inc.$3.7M22026-06-30
Ifp Advisors, Inc$3.7M3182026-06-30
Lanark Financial, Inc.$3.7M692026-06-30
Foundations Investment Advisors, LLC$3.6M3022026-06-30
R2 Wealth Management Partners$3.6M32026-06-30
Guardian Wealth Advisors, LLC / Nc$3.6M332026-06-30
Waterloo Capital, LP$3.6M572026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$3.4M02026-06-30
Citigroup Inc$3.3M02026-06-30
Pinnacle Financial Partners, Inc.$3.3M02026-06-30
Essex Financial Services, Inc.$3.3M332026-06-30
Fifth Third Bancorp$3.2M02026-06-30
Sun Financial Inc$3.2M32026-06-30
Ausdal Financial Partners, Inc.$3.2M1892026-06-30
Rfg Advisory, LLC$3.2M1912026-06-30
Axxcess Wealth Management, LLC$3.1M382026-06-30
Comerica Bank$3.1M02025-12-31
Ifs Group, LLC$3.1M02026-06-30
Perennial Investment Advisors, LLC$3M492026-06-30
Crux Wealth Advisors$3M92026-06-30
Elevation Point Wealth Partners, LLC$3M562026-06-30
Tcfg Investment Advisors, LLC$2.8M312026-06-30
Tcfg Wealth Management, LLC$2.8M02026-03-31
Paragon Private Wealth Management, LLC$2.8M32026-06-30
Forge Financial Services LLC$2.8M152026-06-30
Highpoint Advisor Group LLC$2.7M1142026-06-30
Crusonia Wealth Advisors LLC$2.7M172026-06-30
Citadel Advisors LLC$2.7M02026-06-30
Perissos Private Wealth Management, LLC$2.7M22026-06-30
Cwm, LLC$2.7M6672026-03-31
Snowden Capital Advisors LLC$2.7M1222026-06-30
Gladstone Institutional Advisory LLC$2.6M1082026-06-30
Capital Developers, LLC$2.6M02026-03-31
Centerpoint Advisory Group$2.6M52026-06-30
Bookends Financial Planning$2.6M62026-06-30
1776 Wealth LLC$2.6M22026-06-30
B. Riley Wealth Advisors, Inc.$2.6M1702026-06-30
Jaffetilchin Investment Partners, LLC$2.5M02026-03-31
Wisconsin Wealth Advisors, LLC$2.5M32026-06-30
Synovus Financial Corp$2.5M02025-09-30
Daymark Wealth Partners, LLC$2.4M372026-06-30
Carlson Financial, Inc.$2.4M42026-06-30
Orion Porfolio Solutions, LLC$2.4M1992026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Cornerstone Wealth Management, LLC$2.3M02026-06-30
Dynamic$2.3M752026-06-30
Summit Financial, LLC$2.3M2292026-06-30
Intrua Financial, LLC$2.3M362026-06-30
Farther Finance Advisors, LLC$2.3M3342026-06-30
Global Retirement Partners LLC$2.3M4912026-06-30
Marshall Investment Management, LLC$2.3M82026-06-30
Mercer Global Advisors Inc /adv$2.2M02026-06-30
Integrity Alliance, Llc.$2.2M3532026-06-30
Advisory Alpha, LLC$2.2M662026-06-30
Midwest Financial Network, LLC$2.1M22026-06-30
Sei Investments Co$2.1M02026-06-30
Skyview Financial Group LLC$2.1M22025-12-31
Mutual Advisors, LLC$2.1M1532026-06-30
Capital Investment Advisory Services, LLC$2M1032026-06-30
Cozad Asset Management Inc$2M202026-06-30
Kapstone Financial Advisors LLC$2M42026-06-30
Seia$2M1412026-06-30
Dhjj Financial Advisors, Ltd.$1.9M72026-06-30
Orba Wealth Advisors, LLC$1.9M02026-06-30
Proactive Wealth Strategies, LLC$1.9M52026-06-30
Pine Valley Investments Ltd Liability Co$1.9M332026-06-30
Principal Securities, Inc.$1.9M1,4632026-06-30
Winebrenner Capital Management LLC$1.9M62026-06-30
Img Wealth Management, Inc.$1.9M72026-06-30
Quad-Cities Investment Group, LLC$1.9M72026-06-30
Ern Financial, LLC$1.9M102026-06-30
Envision Financial LLC$1.8M42026-06-30
Nations Financial Group Inc, /ia/ /adv$1.8M02026-06-30
Stonex Group Inc.$1.8M02026-06-30
Cottonwood Capital Advisors, LLC$1.8M22026-06-30
Trueblood Wealth Management, LLC$1.8M52026-06-30
Gts Securities LLC$1.8M02026-06-30
Truvestments Capital LLC$1.8M162026-06-30
Vaquero Private Wealth, Ltd$1.7M62026-06-30
Global Assets Advisory, LLC$1.7M302026-06-30
Strategy Asset Managers LLC$1.7M112026-06-30
Prosperity - An Eisneramper Company$1.7M652026-06-30
Bip Wealth, LLC$1.7M622026-06-30
Strategic Blueprint, LLC$1.6M552026-06-30
Darwin Wealth Management, LLC$1.6M122026-06-30
Forthright Wealth Management, LLC$1.6M72026-06-30
Mgo One Seven LLC$1.6M1182026-06-30
Onyx Bridge Wealth Group LLC$1.6M222026-06-30
Beacon Financial Group$1.6M82026-06-30
Wcg Wealth Advisors LLC$1.5M1302026-06-30
Lasalle St. Investment Advisors, LLC$1.5M1612026-06-30
Confluence Wealth Services, Inc.$1.5M452026-06-30
Smith, Moore & Co.$1.5M452026-06-30
Waverly Advisors, LLC$1.5M2312026-06-30
Creative Financial Designs Inc /adv$1.5M02026-06-30
Fermata Advisors$1.5M132026-06-30
Beacon Pointe Advisors, LLC$1.5M4662026-06-30
Pfg Investments, LLC$1.4M02026-06-30
Xtx Topco Ltd$1.4M02026-06-30
Ashton Thomas Private Wealth, LLC$1.4M962026-06-30
Sequent Planning LLC$1.4M1002026-06-30
Envestnet Portfolio Solutions, Inc.$1.4M32026-06-30
Hub Investment Partners, LLC$1.4M1182026-06-30
Aqr Capital Management LLC$1.4M12026-06-30
Beacon Financial Advisory LLC$1.4M132026-06-30
Iams Wealth Management, LLC$1.4M532026-06-30
Hershey Financial Advisers, LLC$1.4M32026-06-30
Keystone Wealth Services, LLC$1.4M122026-06-30
Rehmann Capital Advisory Group$1.4M422026-06-30
Legacy Capital Wealth Partners, LLC$1.3M172026-06-30
Hilton Head Capital Partners, LLC$1.3M62026-06-30
Apollon Wealth Management, LLC$1.3M1512026-06-30
Independent Wealth Network Inc.$1.3M342026-06-30
Fiduciary Financial Advisors$1.3M512026-06-30
Captrust Financial Advisors$1.3M9622026-06-30
Gamma Investing LLC$1.3M72026-06-30
Private Trust Co NA$1.2M02026-06-30
Cambridge Advisors Inc.$1.2M42026-06-30
New Edge Wealth$1.2M1512026-06-30
First Trust Advisors LP$1.2M6072026-06-30
Qtr Family Wealth, LLC$1.2M62026-06-30
Oxford Financial Group, Ltd. LLC$1.2M502026-06-30
Savant Wealth Management$1.2M4052026-06-30
Richmond Investment Services LLC$1.2M142026-06-30

The 250 largest of 575 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30