FTPCX Institutional Ownership & Shareholders

FIRST TRUST PRIV CRDT-I (FTPCX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.81M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.

Park National Corp is currently the largest disclosed institutional shareholder of FTPCX tracked by InsiderSet, reporting ownership valued at approximately $968,910 in its September 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FTPCX value among the investors covered in this analysis. Major shareholders include Park National Corp, Fortune Financial Group, Inc., and several other long-term asset managers with concentrated positions in FIRST TRUST PRIV CRDT-I (FTPCX).

This page ranks the largest institutional FTPCX 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

2

Total Reported Value

$1.81M

Largest Holder

Park National Corp

Largest Position

$968,910

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

2

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Park National Corp0.03%98,667$968,910———
Fortune Financial Group, Inc.0.66%85,838$837,778———
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Frequently asked questions about FTPCX

  • Who are the largest institutional holders of FTPCX?

    The largest institutional holders of FTPCX reported in the latest SEC Form 13F filings include Park National Corp and Fortune Financial Group, Inc.. InsiderSet ranks institutional holders by their latest reported FTPCX position.

  • What is FTPCX institutional ownership?

    This page tracks FTPCX positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST PRIV CRDT-I (FTPCX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own FTPCX?

    InsiderSet currently tracks 2 institutional managers reporting FTPCX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FTPCX shareholders.

  • How much FTPCX stock do institutions own?

    Institutional investment managers disclosed approximately $1.81M in FTPCX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was FTPCX institutional ownership last updated?

    The latest FTPCX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional FTPCX holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FTPCX position after the reporting date.

  • Are institutions buying or selling FTPCX?

    Institutional buying and selling can be analyzed by comparing FTPCX positions across consecutive 13F reporting periods. InsiderSet's FTPCX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FTPCX ownership changes.

  • How has FTPCX institutional ownership changed over time?

    InsiderSet tracks FTPCX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.