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FPWR FIRST TR EXCHANGE-TRADED FD

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INDX FD (fund)

19 managers (19 13F filers) reported a position in FPWR shares at 2025-06-30, 164,045 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
19
New
2
Added
6
Reduced
2
Sold out
3
Shares held by filers
164,045

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisers50,113$1.59M<0.01%+1,62013F-HRTimeline
LPL Financial LLC20,891$664K<0.01%new13F-HRTimeline
Modern Wealth Management, LLC18,865$599K0.01%-5,28613F-HR/ATimeline
Bensler, LLC18,476$587K0.07%+8,36913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…16,239$516K0.02%+29013F-HRTimelineGroup
Waverly Advisors, LLC13,560$431K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,761$310K<0.01%+1,01113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,622$242K<0.01%+2,31913F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,299$105K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,210$38K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG960$30.5K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.955$30.3K<0.01%-35013F-HRTimeline
HARBOUR INVESTMENTS, INC.788$25K<0.01%013F-HRTimeline
Larson Financial Group LLC454$14.4K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC397$13K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC325$10.3K0.01%013F-HRTimeline
AE Wealth Management LLC129$4.1K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$54<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.