First Trust Portfolio LP

13F holders, Q1 2025 (March 31)
1holders
0new positions
0sold out
$9.97avg. 13F price*

At the end of Q1 2025, 1 institutions reported holding First Trust Portfolio LP in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Thurston, Springer, Miller, Herd & Titak, Inc. ($63K).

Company
First Trust Portfolio LP
CUSIP
30338H813
Latest filing quarter
Q2 2025

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 1,387 shares bought, net +1,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +28.0% 6,345 $63K

"% 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.