First Trust Exchange-TradedFCEFETF
13F holders, Q1 2024 (March 31)22holders
$20.72avg. 13F price*
At the end of Q1 2024, 22 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings. The largest holders were Capital Investment Advisory Services, LLC ($8.5M), Raymond James & Associates ($2.1M) and LPL Financial LLC ($2.1M).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.3M |
| Exits | 3 | $650K |
Ownership 22 holders
| Capital Investment Advisory Services, LLC | 0.91% | Add +7.8% | 410,924 | $8.5M |
| Raymond James & Associates | 0.00% | Add +1.8% | 100,364 | $2.1M |
| LPL Financial LLC | 0.00% | Add +51.2% | 98,963 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 59,660 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.8% | 35,880 | $743K |
| UBS Group AG | 0.00% | Reduce -9.6% | 28,591 | $592K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.2% | 18,711 | $388K |
| Intrua Financial, LLC | 0.05% | Add +28.9% | 14,706 | $305K |
| Aurora Private Wealth, Inc. | 0.19% | Add +2.4% | 10,408 | $215K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.3% | 10,163 | $211K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +11.5% | 7,258 | $150K |
| IFP Advisors, Inc | 0.00% | No change | 3,760 | $78K |
| Signaturefd, LLC | 0.00% | New | 3,729 | $77K |
| Larson Financial Group LLC | 0.00% | No change | 2,600 | $54K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $54K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +3.9% | 2,517 | $52K |
| Morgan Stanley | 0.00% | No change | 1,851 | $38K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,400 | $29K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $21K |
| Harbour Investments, Inc. | 0.00% | No change | 770 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -38.6% | 500 | $10K |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 1 | $22 |
"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.