First Trust Exchange-TradedFCEF ETF 13F holders, Q4 2025 (December 31) 32 holders +4
6 new positions
3 sold out
$22.97 avg. 13F price*
At the end of Q4 2025 , 32 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, up 4 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Capital Investment Advisory Services, LLC ($10.5M), LPL Financial LLC ($9.5M) 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 Q3 2025 → Q4 2025 Institutions Total Value New Positions 6 $533K Exits 3 $160K
All 13F filers, Q3 2025 → Q4 2025: 111,830 shares bought and 35,679 shares sold, net +76,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2025 Shares Value ▼ Capital Investment Advisory Services, LLC 0.74% Add +2.8% 457,362 $10.5M LPL Financial LLC 0.00% Reduce -1.6% 415,261 $9.5M Raymond James Financial Inc. 0.00% Add +0.9% 128,122 $2.9M Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.7% 75,855 $1.7M Boyce & Associates Wealth Consulting, Inc. 1.17% Add +1.1% 60,686 $1.4M Commonwealth Equity Services, LLC 0.00% Add +58.8% 56,788 $1.3M Osaic Holdings, Inc. 0.00% Add +7.7% 45,192 $1.0M Cetera Investment Advisers 0.00% Add +19.2% 41,439 $952K Susquehanna International Group, LLP 0.00% Add +33.5% 33,632 $773K Harbour Investments, Inc. 0.01% Add +104.9% 32,210 $740K Smith, Moore & Co. 0.05% Add +153.0% 30,175 $693K Proactive Wealth Strategies LLC 0.25% Reduce -6.6% 27,957 $642K Aurora Private Wealth, Inc. 0.31% — 20,423 $469K International Assets Investment Management, LLC 0.03% New 18,005 $414K Envestnet Asset Management Inc. 0.00% Add +1.7% 11,939 $274K Kestra Advisory Services, LLC 0.00% New 4,425 $102K IFP Advisors, Inc 0.00% No change 3,360 $77K Larson Financial Group LLC 0.00% No change 2,600 $60K NewEdge Advisors, LLC 0.00% No change 2,600 $60K Morgan Stanley 0.00% Reduce -0.1% 1,968 $45K Rockefeller Capital Management L.P. 0.00% No change 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 Geneos Wealth Management Inc. 0.00% Add +1.8% 504 $12K Triumph Capital Management 0.00% New 500 $11K Highline Wealth Partners LLC 0.00% New 150 $3K Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 131 $3K Legacy Wealth Managment, LLC 0.00% No change 16 $368 Flagship Harbor Advisors, LLC 0.00% New 5 $115 Darwin Wealth Management, LLC 0.00% No change 5 $114 Wells Fargo & Company 0.00% No change 1 $23
"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.