First Trust Priv CRDT-IFTPCX

13F holders, Q2 2026 (June 30)
1holders
0new positions
0sold out
$9.76avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding First Trust Priv CRDT-I (FTPCX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Fortune Financial Group, Inc. ($838K).

Company
First Trust Priv CRDT-I
CUSIP
33741K209
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 44,392 shares bought, net +44,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Fortune Financial Group, Inc. 0.66% Add +107.1% 85,838 $838K

"% of holder's portfolio" is FTPCX's weight in each manager's 13F, not the share of First Trust Priv CRDT-I the manager owns.