First Trust Exchange-TradedFCEFETF
13F holders, Q1 2025 (March 31)21holders −2
2new positions
2sold out
$21.69avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Capital Investment Advisory Services, LLC ($9.5M), LPL Financial LLC ($5.0M) and Raymond James Financial Inc. ($2.5M).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $720K |
| Exits | 2 | $494K |
All 13F filers, Q4 2024 → Q1 2025: 129,140 shares bought and 35,535 shares sold, net +93,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Capital Investment Advisory Services, LLC | 0.85% | Reduce -0.7% | 437,889 | $9.5M |
| LPL Financial LLC | 0.00% | Add +47.6% | 232,822 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 117,457 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.9% | 93,413 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.8% | 29,855 | $648K |
| Boyce & Associates Wealth Consulting, Inc. | 0.64% | Add +17.2% | 29,410 | $638K |
| Proactive Wealth Strategies LLC | 0.34% | Add +1.1% | 29,305 | $636K |
| Cetera Investment Advisers | 0.00% | New | 22,025 | $478K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 18,760 | $407K |
| Aurora Private Wealth, Inc. | 0.26% | Add +1.9% | 15,280 | $331K |
| Old Mission Capital LLC | 0.00% | New | 11,181 | $243K |
| IFP Advisors, Inc | 0.00% | No change | 3,760 | $82K |
| Larson Financial Group LLC | 0.00% | No change | 2,600 | $56K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,600 | $56K |
| Royal Bank of Canada | 0.00% | Add +683.3% | 1,974 | $43K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,967 | $43K |
| 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% | Add +1.7% | 477 | $10K |
| Darwin Wealth Management, LLC | 0.00% | No change | 14 | $302 |
| Wells Fargo & Company | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.