FTC — First Trust ETFs/USA

Ownership history in CX Institutional  ·  15 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in First Trust ETFs/USA (FTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.6% (2025 Q2)
Avg. % of fund
0.37%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 107,778 +2,738 +2.6% 0.51% $17.2M $159.88
2025 Q3 REDUCED 105,040 -9,944 -8.6% 0.51% $16.9M $160.63
2025 Q2 ADDED 114,984 +21,013 +22.4% 0.60% $17.4M $150.82
2025 Q1 ADDED 93,971 +35,892 +61.8% 0.47% $12.3M $131.17
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FTC price (monthly, adj. close)

Other funds also holding FTC

As of 2025 Q4 — sorted by position size

WIN ADVISORS, INC 3Y 6.17% HFG Advisors, Inc. 3Y 2.31% Boyce & Associates Wealth Consulting, Inc. 3Y 1.62% Horizon Family Wealth, Inc. 3Y 0.87% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.78% Proactive Wealth Strategies LLC 0.67% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 0.61% RPS ADVISORY SOLUTIONS LLC 0.56% Empirical Asset Management, LLC 3Y 0.56% MPWM ADVISORY SOLUTIONS, LLC 0.46%
← Back to CX Institutional Holdings