First Trust Exchange-TradedFCEFETF

13F holders, Q3 2025 (September 30)

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

28holders +2

3new positions

0sold out

$22.88avg. 13F price*

At the end of Q3 2025, 28 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Capital Investment Advisory Services, LLC ($10.2M), LPL Financial LLC ($9.7M) and Raymond James Financial Inc. ($2.9M).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	3	$309K
Exits	0	$0

All 13F filers, Q2 2025 → Q3 2025: 283,265 shares bought and 1,255 shares sold, net +282,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders


Capital Investment Advisory Services, LLC	0.81%	Add +1.3%	444,899	$10.2M
LPL Financial LLC	0.00%	Add +82.0%	422,110	$9.7M
Raymond James Financial Inc.	0.00%	Add +4.8%	126,954	$2.9M
Cambridge Investment Research Advisors, Inc.	0.01%	Add +2.3%	95,708	$2.2M
Boyce & Associates Wealth Consulting, Inc.	1.12%	Add +55.8%	60,004	$1.4M
Osaic Holdings, Inc.	0.00%	Add +3.4%	41,979	$957K
Commonwealth Equity Services, LLC	0.00%	Add +78.2%	35,758	$818K
Cetera Investment Advisers	0.00%	Add +43.9%	34,775	$796K
Proactive Wealth Strategies LLC	0.29%	Add +4.3%	29,927	$685K
Susquehanna International Group, LLP	0.00%	Reduce -4.0%	25,190	$576K
Harbour Investments, Inc.	0.01%	Add +304.1%	15,720	$360K
Smith, Moore & Co.	0.02%	New	11,925	$273K
Envestnet Asset Management Inc.	0.00%	Add +2.8%	11,736	$269K
Ameritas Advisory Services, LLC	0.01%	Add +31.9%	3,758	$86K
IFP Advisors, Inc	0.00%	Reduce -5.6%	3,360	$77K
GPS Wealth Strategies Group, LLC	0.01%	Add +449.6%	2,748	$63K
Larson Financial Group LLC	0.00%	No change	2,600	$59K
NewEdge Advisors, LLC	0.00%	No change	2,600	$59K
Morgan Stanley	0.00%	Add +0.1%	1,969	$45K
Rockefeller Capital Management L.P.	0.00%	New	1,074	$25K
Global Retirement Partners, LLC	0.00%	No change	900	$21K
Decker Retirement Planning Inc.	0.01%	No change	759	$17K
AE Wealth Management LLC	0.00%	No change	635	$15K
Advisory Services Network, LLC	0.00%	New	500	$11K
Geneos Wealth Management Inc.	0.00%	Add +1.9%	495	$11K
Legacy Wealth Managment, LLC	0.00%	No change	16	$367
Darwin Wealth Management, LLC	0.00%	No change	5	$114
Wells Fargo & Company	0.00%	Add +0.0%	1	$20

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