FPX institutional holders

FIRST TR EXCHANGE-TRADED FD · 13F, 2026Q2

Managers holding233
Shares held4,233,970
Reported value$872.2m
Quarter flows43 new, 64 added, 58 trimmed, 21 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY708,691$146.1m0.0%
LPL Financial LLC440,053$90.7m0.0%
WELLS FARGO & COMPANY/MN398,208$82.1m0.0%
BANK OF AMERICA CORP /DE/211,381$43.6m0.0%
RAYMOND JAMES FINANCIAL INC204,783$42.2m0.0%
Cambridge Investment Research Advisors, Inc.176,580$36.4m0.0%
UBS Group AG134,864$27.8m0.0%
ROYAL BANK OF CANADA103,461$21.3m0.0%
Systelligence, LLC102,704$21.2m3.5%
OSAIC HOLDINGS, INC.100,541$20.7m0.0%
Cetera Investment Advisers90,351$18.6m0.0%
AMERIPRISE FINANCIAL INC89,346$18.6m0.0%
PRUDENTIAL PLC88,200$18.2m0.1%
COMMONWEALTH EQUITY SERVICES, LLC80,903$16.7m0.0%
Cassia Capital Partners, LLC58,652$12.1m5.9%
Ocean Park Asset Management, LLC50,325$10.4m0.5%
ENVESTNET ASSET MANAGEMENT INC49,825$10.3m0.0%
Janney Montgomery Scott LLC46,781$9.6m0.0%
Proactive Wealth Strategies LLC40,464$8.3m1.3%
TRUIST FINANCIAL CORP37,257$7.7m0.0%
TWIN PEAKS WEALTH ADVISORS, LLC34,277$7.1m1.6%
SUSQUEHANNA INTERNATIONAL GROUP, LLP34,126$7.0m0.0%
HARBOUR INVESTMENTS, INC.32,630$6.7m0.1%
D.A. DAVIDSON & CO.32,114$6.6m0.0%
Steward Partners Investment Advisory, LLC31,443$6.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FPX"). FPX price history · All 13F data

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