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FPWR FIRST TR EXCHANGE-TRADED FD

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INDX FD (fund)

22 managers (22 13F filers) reported a position in FPWR shares at 2024-12-31, 226,455 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
22
13F filers
22
New
3
Added
8
Reduced
5
Sold out
1
Shares held by filers
226,455

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cetera Investment Advisers39,542$1.14M<0.01%+1,00213F-HRTimeline
GTS SECURITIES LLC39,170$1.13M0.06%+16,93413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,967$1.12M<0.01%+11,61313F-HRTimelineGroup
Modern Wealth Management, LLC33,242$960K0.04%new13F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…14,863$429K0.01%+1,64713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,465$418K<0.01%-2,29613F-HRTimelineGroup
Grant/GrossMendelsohn, LLC13,560$391K0.2%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES12,367$357K0.14%+18913F-HRTimeline
Bensler, LLC9,869$285K0.03%+15413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,299$95.2K<0.01%013F-HRTimelineGroup
TSFG, LLC2,000$58K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,305$37.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,005$29K<0.01%-9,25613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.915$26.4K<0.01%-4,27213F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.788$22.8K<0.01%013F-HRTimeline
Larson Financial Group LLC450$13K<0.01%+313F-HRTimeline
CWM, LLCin group CWM, LLC397$11K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC129$3.72K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC119$3.44K<0.01%+113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$81<0.01%-113F-HR/ATimelineGroup
LANARK FINANCIAL, INC.1$34<0.01%-1,20913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.