First Trust Exchange-TradedFCEFETF
13F holders, Q1 2026 (March 31)34holders +2
6new positions
3sold out
$22.51avg. 13F price*
At the end of Q1 2026, 34 institutions reported holding First Trust Exchange-Traded (FCEF) in their 13F filings, up 2 from Q4 2025. 6 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($11.0M), Capital Investment Advisory Services, LLC ($10.6M) and Raymond James Financial Inc. ($3.0M).
- Company
- First Trust Exchange-Traded
- CUSIP
- 33740F409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $669K |
| Exits | 3 | $417K |
All 13F filers, Q4 2025 → Q1 2026: 294,460 shares bought and 63,477 shares sold, net +230,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.00% | Add +17.4% | 487,325 | $11.0M |
| Capital Investment Advisory Services, LLC | 0.77% | Add +2.8% | 469,977 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 134,664 | $3.0M |
| Harbour Investments, Inc. | 0.03% | Add +204.4% | 98,049 | $2.2M |
| Boyce & Associates Wealth Consulting, Inc. | 1.43% | Add +38.6% | 84,131 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.0% | 80,636 | $1.8M |
| Proactive Wealth Strategies LLC | 0.24% | Add +101.7% | 56,393 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.4% | 55,861 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +14.4% | 47,416 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.8% | 41,231 | $928K |
| Smith, Moore & Co. | 0.05% | Reduce -7.4% | 27,950 | $629K |
| Envestnet Asset Management Inc. | 0.00% | Add +74.6% | 20,850 | $469K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.7% | 18,597 | $419K |
| Aurora Private Wealth, Inc. | 0.27% | Reduce -20.1% | 16,321 | $375K |
| NewEdge Advisors, LLC | 0.00% | Add +430.6% | 13,795 | $310K |
| Integrated Wealth Concepts LLC | 0.00% | New | 13,298 | $299K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,388 | $234K |
| Kestra Advisory Services, LLC | 0.00% | Add +126.4% | 10,019 | $225K |
| Cwm, LLC | 0.00% | New | 4,395 | $99K |
| IFP Advisors, Inc | 0.00% | No change | 3,360 | $76K |
| Larson Financial Group LLC | 0.00% | No change | 2,600 | $59K |
| Morgan Stanley | 0.00% | Add +0.1% | 1,969 | $44K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 1,074 | $24K |
| Decker Retirement Planning Inc. | 0.01% | No change | 759 | $17K |
| AE Wealth Management LLC | 0.00% | No change | 635 | $14K |
| UBS Group AG | 0.00% | New | 597 | $13K |
| IFG Advisory, LLC | 0.03% | New | 518 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.8% | 513 | $12K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $11K |
| Triumph Capital Management | 0.00% | No change | 500 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +219.8% | 419 | $9K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 16 | $361 |
| Darwin Wealth Management, LLC | 0.00% | No change | 5 | $112 |
| Wells Fargo & Company | 0.00% | No change | 1 | $16 |
"% of holder's portfolio" is FCEF's weight in each manager's 13F, not the share of First Trust Exchange-Traded the manager owns.