First Trust Exchange-TradedFCEF ETF 13F holders, Q2 2026 (June 30) 32 holders −2
2 new positions
4 sold out
$24.05 avg. 13F price*
At the end of Q2 2026 , 32 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, down 2 from Q1 2026. 2 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($14.0M), Capital Investment Advisory Services, LLC ($11.5M) and Raymond James Financial Inc. ($3.7M).
Company First Trust Exchange-Traded
CUSIP 33740F409
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026 Institutions Total Value New Positions 2 $233K Exits 4 $101K
All 13F filers, Q1 2026 → Q2 2026: 202,071 shares bought and 6,896 shares sold, net +195,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders Portfolio Manager % of Holder's Portfolio Change vs Q1 2026 Shares Value ▼ LPL Financial LLC 0.00% Add +19.6% 582,629 $14.0M Capital Investment Advisory Services, LLC 0.71% Add +1.4% 476,813 $11.5M Raymond James Financial Inc. 0.00% Add +14.2% 153,781 $3.7M Harbour Investments, Inc. 0.03% Add +4.5% 102,512 $2.5M Commonwealth Equity Services, LLC 0.00% Add +11.4% 89,823 $2.2M Boyce & Associates Wealth Consulting, Inc. 1.47% Add +5.0% 88,372 $2.1M Cambridge Investment Research Advisors, Inc. 0.00% Add +0.8% 56,293 $1.4M Proactive Wealth Strategies LLC 0.21% Reduce -4.3% 53,981 $1.3M Osaic Holdings, Inc. 0.00% Add +30.1% 53,644 $1.3M Cetera Investment Advisers 0.00% Add +1.7% 48,201 $1.2M Envestnet Asset Management Inc. 0.00% Add +47.9% 30,845 $742K Smith, Moore & Co. 0.05% Add +5.4% 29,455 $708K Susquehanna International Group, LLP 0.00% Add +39.4% 25,924 $623K Janney Montgomery Scott LLC 0.00% Add +140.3% 24,957 $600K Integrated Wealth Concepts LLC 0.00% Add +33.0% 17,684 $425K Aurora Private Wealth, Inc. 0.26% Add +3.5% 16,897 $406K NewEdge Advisors, LLC 0.00% Add +3.1% 14,224 $342K Kestra Advisory Services, LLC 0.00% Reduce -0.1% 10,009 $241K International Assets Investment Management, LLC 0.01% New 8,857 $212K Larson Financial Group LLC 0.00% No change 2,600 $63K Morgan Stanley 0.00% Reduce -0.1% 1,968 $47K IFG Advisory, LLC 0.00% Add +153.5% 1,313 $32K Rockefeller Capital Management L.P. 0.00% No change 1,074 $26K Global Retirement Partners, LLC 0.00% — 900 $22K Fiduciary Financial Advisors 0.00% New 840 $20K Decker Retirement Planning Inc. 0.01% No change 759 $18K AE Wealth Management LLC 0.00% No change 635 $15K Geneos Wealth Management Inc. 0.00% Add +1.8% 522 $13K Triumph Capital Management 0.00% No change 500 $12K Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +1.2% 424 $10K Darwin Wealth Management, LLC 0.00% No change 5 $120 Wells Fargo & Company 0.00% No change 1 $21
"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.