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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 2025-03-31, 191,035 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
22
13F filers
22
New
2
Added
9
Reduced
3
Sold out
3
Shares held by filers
191,035

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 Advisers48,493$1.49M<0.01%+8,95113F-HRTimeline
Modern Wealth Management, LLC24,151$741K0.02%-9,09113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,230$620K<0.01%-18,73713F-HR/ATimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…15,949$489K0.02%+1,08613F-HRTimelineGroup
Grant/GrossMendelsohn, LLC13,560$417K0.23%013F-HRTimeline
Waverly Advisors, LLC13,560$416K0.01%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES12,420$381K0.15%+5313F-HRTimeline
Bensler, LLC10,107$310K0.04%+23813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,750$268K<0.01%+7,83513F-HRTimelineGroup
Mission Financial Group, LLC5,606$209K0.19%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,303$163K<0.01%+4,29813F-HR/ATimelineGroup
TSFG, LLC5,000$153K0.03%+3,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,299$101K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,305$40K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,210$37K<0.01%+1,20913F-HRTimeline
HARBOUR INVESTMENTS, INC.788$24.2K<0.01%013F-HRTimeline
Larson Financial Group LLC452$13.9K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC397$12K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC325$9.97K0.01%new13F-HRTimeline
AE Wealth Management LLC129$3.96K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$44<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.