FIRST TRUST EXCHANGE-TRADED (FCEF) Institutional Ownership Changes & 13F Activity
FIRST TRUST EXCHANGE-TRADED (FCEF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Raymond James Financial Inc, Aurora Private Wealth, Inc., Janney Montgomery Scott Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +4,386 | +33.0% | 17,684 | $425.30K | Q2 2026 | Sep 09, 2026 |
| Raymond James Financial Inc | Buy | +19,117 | +14.2% | 153,781 | $3.70M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,413 | +30.1% | 53,644 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,327 | +39.4% | 25,924 | $623.47K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +840 | — | 840 | $20.20K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +795 | +153.5% | 1,313 | $31.58K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -1 | -0.1% | 1,968 | $47.35K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +4,463 | +4.6% | 102,512 | $2.47M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +3,029 | +27.1% | 14,224 | $342.09K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +1,505 | +5.4% | 29,455 | $708.39K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +785 | +1.7% | 48,201 | $1.16M | Q2 2026 | Aug 12, 2026 |
| Proactive Wealth Strategies Llc | Sell | -2,412 | -4.3% | 53,981 | $1.30M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +95,304 | +19.6% | 582,629 | $14.01M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Buy | +9 | +1.8% | 522 | $12.55K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +14,569 | +140.2% | 24,957 | $600.00K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +9,995 | +47.9% | 30,845 | $741.82K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +432 | +0.8% | 56,293 | $1.35K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +9,187 | +11.4% | 89,823 | $2.16M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -10 | -0.1% | 10,009 | $240.73K | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +6,836 | +1.5% | 476,813 | $11.47M | Q2 2026 | Jul 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | Buy | +4,241 | +5.0% | 88,372 | $2.13M | Q2 2026 | Jul 23, 2026 |
| International Assets Investment Management, Llc | Buy | +8,857 | — | 8,857 | $212.43K | Q2 2026 | Jul 22, 2026 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | Buy | +5 | +1.2% | 424 | $10.21K | Q2 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Sell | -2,248 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Advisory Services Network, Llc | Sell | -500 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Cwm, Llc | Sell | -4,395 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -635 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Sell | -16 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Ubs Group Ag | Sell | -597 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Aurora Private Wealth, Inc. | Sell | -16,321 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 16, 2026 |
Frequently asked questions about FCEF activity
Which institutional owners are buying FCEF?
Institutional owners buying FCEF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FCEF activity?
"Buy" means an investor increased their reported position in FCEF compared to the prior reporting period. This reflects growing exposure to FIRST TRUST EXCHANGE-TRADED (FCEF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FCEF increasing?
Institutional interest in FCEF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.