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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 2025-12-31, 168,831 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
19
13F filers
19
New
6
Added
5
Reduced
3
Sold out
6
Shares held by filers
168,831

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 Advisers47,971$1.58M<0.01%-9,74113F-HRTimeline
LPL Financial LLC24,823$820K<0.01%+29013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,361$607K0.02%+1,14613F-HRTimelineGroup
Bensler, LLC18,244$603K0.06%-37313F-HRTimeline
Waverly Advisors, LLC15,180$502K<0.01%+1,62013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,737$388K<0.01%+35213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,001$330K<0.01%-5,14713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC8,435$279K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,299$109K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,026$100K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,344$77.4K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,250$41.3K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,210$40K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.955$31.6K<0.01%013F-HRTimeline
AE Wealth Management LLC755$24.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC459$15.2K<0.01%+313F-HRTimeline
CWM, LLCin group CWM, LLC455$15K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC325$10.7K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$52<0.01%013F-HR/ATimelineGroup