First Trust Exchange-TradedFCEFETF

13F holders, Q2 2025 (June 30)
26holders +5
6new positions
2sold out
$22.42avg. 13F price*

At the end of Q2 2025, 26 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, up 5 from Q1 2025. 6 opened new positions and 2 sold out. The largest holders were Capital Investment Advisory Services, LLC ($9.8M), LPL Financial LLC ($5.2M) and Raymond James Financial Inc. ($2.7M).

Company
First Trust Exchange-Traded
CUSIP
33740F409
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 22Q1 2024Q2 2024: 23Q2 2024Q3 2024: 27Q3 2024Q4 2024: 23Q4 2024Q1 2025: 21Q1 2025Q2 2025: 26Q2 2025Q3 2025: 28Q3 2025Q4 2025: 32Q4 2025Q1 2026: 34Q1 2026Q2 2026: 32Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$940K
Exits2$286K

All 13F filers, Q1 2025 → Q2 2025: 73,620 shares bought and 14,918 shares sold, net +58,702 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders
Capital Investment Advisory Services, LLC 0.81% Add +0.3% 439,056 $9.8M
LPL Financial LLC 0.00% Reduce -0.4% 231,873 $5.2M
Raymond James Financial Inc. 0.00% Add +3.1% 121,098 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.2% 93,569 $2.1M
Osaic Holdings, Inc. 0.00% Add +36.0% 40,618 $911K
Boyce & Associates Wealth Consulting, Inc. 0.79% Add +31.0% 38,514 $864K
Proactive Wealth Strategies LLC 0.30% Reduce -2.1% 28,701 $644K
Susquehanna International Group, LLP 0.00% New 26,245 $589K
Cetera Investment Advisers 0.00% Add +9.7% 24,169 $542K
Commonwealth Equity Services, LLC 0.00% Add +7.0% 20,071 $450K
Aurora Private Wealth, Inc. 0.26% Add +1.9% 15,567 $349K
Envestnet Asset Management Inc. 0.00% New 11,412 $256K
Harbour Investments, Inc. 0.00% Add +405.2% 3,890 $87K
IFP Advisors, Inc 0.00% Reduce -5.3% 3,560 $80K
Ameritas Advisory Services, LLC 0.00% New 2,850 $64K
Larson Financial Group LLC 0.00% No change 2,600 $58K
NewEdge Advisors, LLC 0.00% No change 2,600 $58K
Morgan Stanley 0.00% Add +0.1% 1,968 $44K
Global Retirement Partners, LLC 0.00% — 900 $20K
Decker Retirement Planning Inc. 0.01% New 759 $17K
AE Wealth Management LLC 0.00% New 635 $14K
GPS Wealth Strategies Group, LLC 0.00% No change 500 $11K
Geneos Wealth Management Inc. 0.00% Add +1.9% 486 $11K
Legacy Investment Solutions, LLC 0.00% — 16 $359
Legacy Wealth Managment, LLC 0.00% New 16 $359
Darwin Wealth Management, LLC 0.00% Reduce -64.3% 5 $112

"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.