SEC 13F Intelligence

Cetera Advisors LLC / FDL

Cetera Advisors LLC’s First Tr Exchange-Traded Fd Position

Does Cetera Advisors LLC own First Tr Exchange-Traded Fd (FDL)? Not currently — the last reported position was 1.49M shares worth $54M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$54M
Q4 2023
Shares
1.49M
% of Portfolio
+0.74%
Quarters Held
21
position exited

Position History FDL

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $3MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $27MQ2 ’22: $32MQ3 ’22: $31MQ3 ’22Q4 ’22: $39MQ1 ’23: $39MQ2 ’23: $48MQ2 ’23Q3 ’23: $49MQ4 ’23: $54Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20231.49M$54M+0.74%
Q3 20231.46M$49M+0.76%
Q2 20231.42M$48M+0.76%
Q1 20231.09M$39M+0.64%
Q4 20221.07M$39M+0.71%
Q3 2022974.4K$31M+0.83%
Q2 2022916.8K$32M+0.74%
Q1 2022723.9K$27M+0.54%
Q4 2021293.9K$10M+0.21%
Q3 2021279.2K$9M+0.18%
Q2 2021258.5K$9M+0.20%
Q1 202197.1K$3M+0.09%
Q4 202081.4K$2M+0.08%
Q3 202080.1K$2M+0.08%
Q2 202083.9K$2M+0.09%
Q1 202084.3K$2M+0.10%
Q4 201976.1K$2M+0.11%
Q3 201970.0K$2M+0.10%
Q2 201973.6K$2M+0.10%
Q1 201961.0K$2M+0.09%
Q4 201846.4K$1M+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cetera Advisors LLC’s full portfolio or all institutional holders of FDL.