First Trust Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

First Trust Advisors’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-3,230	Closed	-$217K	–	2669
2025 Q2	$217K	Buy	+3,230	New	+$200K	﹤0.01%	2502

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

First Trust Advisors's LCTU Position: Q3 2025 in Review

First Trust Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 3,230 shares — an estimated $217K sold.

First Trust Advisors first reported a position in LCTU in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 175 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

First Trust Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
First Trust Advisors sold 3,230 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $217K.
First Trust Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and held it in 1 quarter.
First Trust Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $217K in Q2 2025.
175 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.