First Trust Exchange-TradedFCEFETF
13F holders, Q4 2024 (December 31)23holders −4
1new positions
4sold out
$21.61avg. 13F price*
At the end of Q4 2024, 23 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, down 4 from Q3 2024. 1 opened new positions and 4 sold out. The largest holders were Capital Investment Advisory Services, LLC ($9.5M), LPL Financial LLC ($3.4M) and Raymond James Financial Inc. ($2.7M).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 4 | $892K |
All 13F filers, Q3 2024 → Q4 2024: 49,111 shares bought and 51,108 shares sold, net −1,997 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Capital Investment Advisory Services, LLC | 0.92% | Reduce -1.8% | 440,921 | $9.5M |
| LPL Financial LLC | 0.00% | Add +7.9% | 157,699 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 125,631 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.0% | 79,228 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.7% | 31,036 | $671K |
| Proactive Wealth Strategies LLC | 0.33% | Add +1.6% | 29,000 | $627K |
| Boyce & Associates Wealth Consulting, Inc. | 0.55% | Add +75.8% | 25,098 | $542K |
| Susquehanna International Group, LLP | 0.00% | Add +27.3% | 21,881 | $473K |
| Commonwealth Equity Services, LLC | 0.00% | Add +108.2% | 19,026 | $411K |
| Aurora Private Wealth, Inc. | 0.24% | Add +14.2% | 15,001 | $324K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +2.0% | 7,405 | $165K |
| IFP Advisors, Inc | 0.00% | No change | 3,760 | $81K |
| Larson Financial Group LLC | 0.00% | No change | 2,600 | $56K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $56K |
| Morgan Stanley | 0.00% | Add +6.3% | 1,968 | $43K |
| PSI Advisors, LLC | 0.01% | No change | 1,000 | $22K |
| Global Retirement Partners, LLC | 0.00% | No change | 900 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 770 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 500 | $11K |
| Geneos Wealth Management Inc. | 0.00% | New | 469 | $10K |
| Royal Bank of Canada | 0.00% | Reduce -87.0% | 252 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 14 | $302 |
| Wells Fargo & Company | 0.00% | No change | 1 | $18 |
"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.