FPXI institutional holders

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

Managers holding92
Shares held3,503,339
Reported value$293.4m
Quarter flows28 new, 26 added, 24 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FIRST TRUST ADVISORS LP842,208$70.5m0.0%
LPL Financial LLC518,171$43.4m0.0%
Concurrent Investment Advisors, LLC409,072$34.3m0.3%
MORGAN STANLEY274,227$23.0m0.0%
WELLS FARGO & COMPANY/MN162,054$13.6m0.0%
&PARTNERS108,128$9.0m0.0%
NewEdge Advisors, LLC83,990$7.0m0.0%
JANE STREET GROUP, LLC82,910$6.9m0.0%
COMMONWEALTH EQUITY SERVICES, LLC76,173$6.4m0.0%
Kestra Advisory Services, LLC58,299$4.9m0.0%
Advisory Services Network, LLC52,796$4.4m0.1%
UBS Group AG50,915$4.3m0.0%
Cambridge Investment Research Advisors, Inc.44,661$3.7m0.0%
Vise Technologies, Inc.40,685$3.4m0.0%
SFI Advisors, LLC38,282$3.2m2.8%
RAYMOND JAMES FINANCIAL INC36,914$3.1m0.0%
WealthCare Investment Partners, LLC35,606$3.0m0.7%
TWIN PEAKS WEALTH ADVISORS, LLC34,965$2.9m0.7%
BANK OF AMERICA CORP /DE/33,521$2.8m0.0%
NORTHBRIDGE FINANCIAL GROUP, LLC33,462$2.8m1.1%
ROYAL BANK OF CANADA32,159$2.7m0.0%
Synergy Asset Management, LLC29,426$2.5m0.2%
Arkadios Wealth Advisors28,244$2.4m0.0%
OSAIC HOLDINGS, INC.27,421$2.3m0.0%
HighTower Advisors, LLC26,102$2.2m0.0%

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

Get a free API keySee history bundlesDownload free samples