First Trust Portfolio LP

13F holders, Q2 2025 (June 30)
1holders
0new positions
0sold out
$8.77avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding First Trust Portfolio LP in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Thurston, Springer, Miller, Herd & Titak, Inc. ($15K).

Company
First Trust Portfolio LP
CUSIP
30337F412
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 303 shares sold, net −303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -14.9% 1,735 $15K

"% of holder's portfolio" is FIRST TRUST PORTFOLIO LP's weight in each manager's 13F, not the share of First Trust Portfolio LP the manager owns.