First Trust Portfolio LP
13F holders, Q4 2025 (December 31)1holders
1new positions
0sold out
$11.67avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding First Trust Portfolio LP in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 0 sold out. The largest holder was Thurston, Springer, Miller, Herd & Titak, Inc. ($25K).
- Company
- First Trust Portfolio LP
- CUSIP
- 30339J636
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q4 2025: 2,114 shares bought, net +2,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 2,114 | $25K |
"% 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.