FIRST TRUST EXCHANGE-TRADED (FCEF) Top Institutional Shareholders
FIRST TRUST EXCHANGE-TRADED (FCEF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $36.32M in FCEF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FCEF tracked by InsiderSet, reporting ownership valued at approximately $10.97M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.46M, representing an estimated gain of +4.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed FCEF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Capital Investment Advisory Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST EXCHANGE-TRADED (FCEF).
This page ranks the largest institutional FCEF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$36.32M
Largest Holder
Lpl Financial Llc
Largest Position
$10.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 487,325 | $10,967,236 | $11,463,541 | +$496,305 | +4.53% | |
| Capital Investment Advisory Services, Llc | 0.77% | 469,977 | $10,576,834 | $11,055,457 | +$478,623 | +4.53% | |
| Raymond James Financial Inc | 0.00% | 134,664 | $3,030,607 | $3,167,755 | +$137,148 | +4.53% | |
| Harbour Investments, Inc. | 0.03% | 98,049 | $2,206,613 | $2,306,446 | +$99,833 | +4.52% | |
| Boyce & Associates Wealth Consulting, Inc. | 1.43% | 84,131 | $1,893,360 | $1,979,047 | +$85,687 | +4.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 80,636 | $1,814,720 | $1,896,833 | +$82,113 | +4.52% | |
| Proactive Wealth Strategies Llc | 0.24% | 56,393 | $1,269,182 | $1,326,555 | +$57,373 | +4.52% | |
| Cetera Investment Advisers | 0.00% | 47,416 | $1,067,090 | $1,115,386 | +$48,296 | +4.53% | |
| Osaic Holdings, Inc. | 0.00% | 41,231 | $928,092 | $969,893 | +$41,801 | +4.50% | |
| Smith, Moore & Co. | 0.05% | 27,950 | $629,015 | $657,479 | +$28,464 | +4.53% | |
| Envestnet Asset Management Inc | 0.00% | 20,850 | $469,223 | $490,463 | +$21,240 | +4.53% | |
| Susquehanna International Group, Llp | 0.00% | 18,597 | $418,525 | $437,465 | +$18,940 | +4.53% | |
| Integrated Wealth Concepts Llc | 0.00% | 13,298 | $299,264 | $312,814 | +$13,550 | +4.53% | |
| Kestra Advisory Services, Llc | 0.00% | 10,019 | $225,475 | $235,681 | +$10,206 | +4.53% | |
| Cwm, Llc | 0.00% | 4,395 | $98,909 | $103,385 | +$4,476 | +4.53% | |
| Ifp Advisors, Inc | 0.00% | 3,360 | $75,617 | $79,039 | +$3,422 | +4.52% | |
| Newedge Advisors, Llc | 0.00% | 11,195 | $69,708 | $263,344 | +$193,636 | +277.78% | |
| Larson Financial Group Llc | 0.00% | 2,600 | $58,513 | $61,161 | +$2,648 | +4.53% | |
| Western Wealth Management, Llc | 0.00% | 2,248 | $50,591 | $52,881 | +$2,290 | +4.53% | |
| Morgan Stanley | 0.00% | 1,969 | $44,314 | $46,318 | +$2,004 | +4.52% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,074 | $24,170 | $25,264 | +$1,094 | +4.53% | |
| Decker Retirement Planning Inc. | 0.01% | 759 | $17,081 | $17,854 | +$773 | +4.53% | |
| Ae Wealth Management Llc | 0.00% | 635 | $14,291 | $14,937 | +$646 | +4.52% | |
| Ubs Group Ag | 0.00% | 597 | $13,435 | $14,043 | +$608 | +4.53% | |
| Ifg Advisory, Llc | 0.03% | 518 | $11,660 | $12,185 | +$525 | +4.50% | |
| Geneos Wealth Management Inc. | 0.00% | 513 | $11,541 | $12,068 | +$527 | +4.56% | |
| Advisory Services Network, Llc | 0.00% | 500 | $11,253 | $11,762 | +$509 | +4.52% | |
| Triumph Capital Management | 0.00% | 500 | $11,252 | $11,762 | +$510 | +4.53% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | 419 | $9,438 | $9,856 | +$418 | +4.43% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 55,861 | $1,257 | $1,314,041 | +$1,312,784 | +104437.84% | |
| Aurora Private Wealth, Inc. | 0.27% | 16,321 | $375 | $383,925 | +$383,550 | +102280.11% | |
| Legacy Wealth Managment, Llc/Id | 0.00% | 16 | $361 | $376 | +$15 | +4.26% | |
| Janney Montgomery Scott Llc | 0.00% | 10,388 | $234 | $244,361 | +$244,127 | +104327.81% | |
| Darwin Wealth Management, Llc | 0.00% | 5 | $112 | $118 | +$6 | +5.02% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $16 | $24 | +$8 | +47.02% |
Frequently asked questions about FCEF
Who owns the most FCEF stock?
The largest holders of FCEF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST EXCHANGE-TRADED (FCEF).
Is FCEF widely held by superinvestors?
Many widely followed stocks like FCEF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FCEF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.