First Trust Exchange-TradedFCEFETF
13F holders, Q3 2024 (September 30)27holders +4
5new positions
1sold out
1famous investor
$22.29avg. 13F price*
At the end of Q3 2024, 27 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, up 4 from Q2 2024. 5 opened new positions and 1 sold out. The largest holders were Capital Investment Advisory Services, LLC ($10.0M), LPL Financial LLC ($3.3M) and Raymond James & Associates ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $675K |
| Exits | 1 | $602K |
All 13F filers, Q2 2024 → Q3 2024: 91,596 shares bought and 49,548 shares sold, net +42,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Capital Investment Advisory Services, LLC | 0.95% | Add +4.8% | 449,134 | $10.0M |
| LPL Financial LLC | 0.00% | Add +32.9% | 146,141 | $3.3M |
| Raymond James & Associates | 0.00% | Reduce -2.2% | 106,889 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.2% | 70,121 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 32,230 | $718K |
| Proactive Wealth Strategies LLC | 0.35% | — | 28,556 | $636K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.9% | 17,190 | $383K |
| Boyce & Associates Wealth Consulting, Inc. | 0.33% | Add +11.3% | 14,272 | $318K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -29.4% | 14,216 | $317K |
| Aurora Private Wealth, Inc. | 0.23% | Add +1.8% | 13,137 | $293K |
| Intrua Financial, LLC | 0.04% | Reduce -21.3% | 10,972 | $245K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.0% | 9,860 | $220K |
| Citadel Advisors | 0.00% | New | 9,603 | $214K |
| Arkadios Wealth Advisors | 0.01% | New | 9,580 | $213K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,138 | $204K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 7,258 | $162K |
| IFP Advisors, Inc | 0.00% | No change | 3,760 | $84K |
| Larson Financial Group LLC | 0.00% | No change | 2,600 | $58K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $58K |
| Royal Bank of Canada | 0.00% | New | 1,938 | $43K |
| Morgan Stanley | 0.00% | No change | 1,851 | $41K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -35.7% | 900 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 770 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $11K |
| Darwin Wealth Management, LLC | 0.00% | New | 14 | $312 |
| Wells Fargo & Company | 0.00% | Reduce -50.0% | 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.