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Disclosery

FPX FIRST TR EXCHANGE-TRADED FD

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US EQTY OPPT ETF (fund)

208 managers (211 13F filers) reported a position in FPX shares at 2026-03-31, 3,675,521 shares in all. 27 filers opened a position and 17 filers sold out during the quarter.

Managers
208
13F filers
211
New
27
Added
62
Reduced
58
Sold out
17
Shares held by filers
3,675,521

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY603,103$95.8M0.01%-54,62413F-HRTimelineGroup
LPL Financial LLC423,848$67.3M0.02%-38,92313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN334,974$53.2M0.01%-5,81413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,237$32.4M<0.01%+61,75213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,649$28.5M0.01%-9,85013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,977$17.9M<0.01%+41,31913F-HRTimelineGroup
Systelligence, LLC101,920$16.2M3.15%-8,50613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.91,342$14.5M0.02%-8,29913F-HRTimelineGroup
Cetera Investment Advisers86,687$13.8M0.01%+3,02413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC83,399$13.2M0.02%-5,57413F-HRTimeline
Cambridge Investment Research Advisors,…62,829$9.98M0.03%+86913F-HRTimeline
Cassia Capital Partners, LLC58,822$9.34M4.8%+2,39213F-HRTimeline
UBS Group AGgroup of 2 filers holding58,102$9.23M+6,654Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC52,603$8.35M<0.01%+8,14513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,426$8.33M<0.01%+4,34613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,808$7.59M0.01%+16,65113F-HRTimelineGroup
Janney Montgomery Scott LLC47,107$7.48M0.02%-68413F-HRTimeline
Ethos Financial Group, LLC45,500$7.23M0.53%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,819$6.48M0.01%+8,57613F-HRTimelineGroup
Proactive Wealth Strategies LLC40,613$6.45M1.21%+20,27513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …35,894$5.7M0.31%-22413F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC35,067$5.57M1.4%+26013F-HRTimeline
HARBOUR INVESTMENTS, INC.34,648$5.5M0.08%+5,04713F-HRTimeline
D.A. DAVIDSON & CO.30,246$4.8M0.03%+1,96413F-HRTimeline
NewEdge Advisors, LLC26,977$4.28M0.02%-6,05713F-HR/ATimeline
HighTower Advisors, LLC25,124$3.99M<0.01%+22013F-HRTimeline
Steward Partners Investment Advisory, L…24,630$3.91M0.02%+12,63513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,531$3.9M<0.01%+7,75313F-HRTimelineGroup
Worthington Financial Partners, LLC23,624$3.75M3.22%-1,65113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,432$3.4M0.01%+4,17013F-HRTimelineGroup
NTV Asset Management LLC20,648$3.28M0.36%-2,20513F-HRTimeline
Private Advisor Group, LLC19,581$3.11M0.01%+26613F-HRTimeline
Western Wealth Management, LLC18,672$2.97M0.11%-3513F-HR/ATimeline
Atria Investments, Inc18,002$2.86M0.03%+7,17913F-HRTimeline
Golden State Wealth Management, LLC17,997$2.86M0.31%-44113F-HRTimeline
Chicago Partners Investment Group LLC15,785$2.84M0.06%-4,76113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,066$2.71M<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC16,803$2.67M0.1%+9,08913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,738$2.66M0.03%+46913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,281$2.59M0.28%+713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,440$2.52M0.01%-8,06913F-HRTimeline
CALTON & ASSOCIATES, INC.15,383$2.44M0.35%+34413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,098$2.31M0.01%+36913F-HRTimelineGroup
Impact Partnership Wealth, LLC13,599$2.16M0.27%+3,91713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,270$2.11M<0.01%new13F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC11,372$1.81M0.67%-25013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,357$1.8M<0.01%-2,94713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,051$1.76M0.04%-24213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,109$1.45M<0.01%-4613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding8,759$1.39M+8,664Timeline
Pacific Sun Financial Corp8,223$1.31M0.63%+53213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,135$1.29M<0.01%+20913F-HRTimelineGroup
PCG Wealth Advisors, LLC8,011$1.27M0.32%-813F-HRTimeline
Cascade Investment Advisors, Inc.8,006$1.27M0.75%+73513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,851$1.25M<0.01%-10813F-HRTimeline
Sigma Planning Corp7,844$1.25M0.03%-62413F-HRTimeline
Kovack Advisors, Inc.7,397$1.19M0.06%-23613F-HRTimeline
Comprehensive Financial Planning, Inc./…7,282$1.16M0.8%+68813F-HRTimeline
Patten Group, Inc.7,283$1.16M0.2%+17013F-HRTimeline
MML INVESTORS SERVICES, LLC7,095$1.13M<0.01%-5,17513F-HRTimeline
Creative Planningin group Creative Planning6,796$1.08M<0.01%+1913F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding6,512$1.03M+3,256Timeline
Ancora Advisors LLCin group Ancora Advisors LLC6,500$1.03M0.02%+30013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth6,492$1.03M<0.01%+613F-HRTimelineGroup
HighPoint Advisor Group LLC6,129$973K0.04%-12513F-HRTimeline
VestGen Advisors, LLC5,169$969K0.03%-8413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,860$931K0.01%-68613F-HRTimelineGroup
Advisory Services Network, LLC5,725$909K0.01%-21213F-HRTimeline
WEDBUSH SECURITIES INC5,205$827K0.02%+69113F-HRTimeline
Kraft, Davis & Associates, LLC4,509$814K0.17%-14913F-HRTimeline
RDA Financial Network5,017$797K0.2%013F-HRTimeline
Prospera Financial Services Inc4,826$767K0.01%013F-HRTimeline
Krilogy Financial LLC4,300$757K0.02%013F-HRTimeline
PFG Advisors4,721$750K0.04%+77113F-HRTimeline
World Investment Advisors4,573$726K0.01%+68113F-HRTimeline
Investors Research Corp4,371$694K0.13%-90313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,324$687K0.01%013F-HRTimelineGroup
Cornerstone Wealth Management, LLC4,160$661K0.03%-3313F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,152$659K0.47%+113F-HRTimeline
Arax Advisory Partners4,138$657K0.02%-53213F-HRTimeline
Independent Advisor Alliance3,994$634K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3,940$626K<0.01%+14313F-HRTimelineGroup
IHT Wealth Management, LLC3,858$613K0.01%-3,05013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,830$608K0.01%new13F-HRTimelineGroup
Concentrum Wealth Management3,757$597K0.18%-10013F-HRTimeline
FLOW TRADERS U.S. LLC3,631$577K0.02%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV3,610$572K0.08%-2,39713F-HRTimeline
Valmark Advisers, Inc.3,458$549K0.01%013F-HRTimeline
Triumph Capital Management3,389$538K0.11%+14213F-HRTimeline
RFG Advisory, LLC3,335$530K0.01%-18613F-HRTimeline
Legacy Trust3,329$529K0.1%013F-HRTimeline
Rubicon Advisors, GP3,321$527K0.46%+12313F-HRTimeline
Second Line Capital, LLC2,749$499K0.09%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…3,086$490K0.37%-5313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,025$480K<0.01%+28713F-HRTimelineGroup
J. Derek Lewis & Associates Inc.2,959$470K0.11%013F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC2,956$469K0.03%-26513F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,893$459K0.02%-2,41613F-HRTimeline
Vise Technologies, Inc.2,806$459K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,838$451K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC2,803$445K<0.01%+15913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,797$444K<0.01%-5,54113F-HRTimelineGroup
Atlas Private Wealth Advisors2,734$434K0.1%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,679$425K0.01%new13F-HRTimelineGroup
Accredited Investors Inc.2,649$421K0.02%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,580$410K<0.01%-14213F-HRTimelineGroup
Pure Financial Advisors, LLC2,580$410K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,446$388K<0.01%+30713F-HRTimelineGroup
SMITH, MOORE & CO.2,425$385K0.03%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC2,407$382K0.27%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,398$381K0.02%+313F-HRTimeline
CWM, LLCin group CWM, LLC2,293$364K<0.01%+10213F-HRTimelineGroup
Intrua Financial, LLC2,290$364K0.04%-2813F-HRTimeline
Jaffetilchin Investment Partners, LLC2,268$360K0.02%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,200$349K<0.01%013F-HRTimelineGroup
Mosley Wealth Management2,094$348K0.16%-3213F-HRTimeline
Purus Wealth Management, LLC2,073$329K0.1%-1713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,050$326K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,011$319K<0.01%013F-HRTimelineGroup
Bawa N Mallick Trust2,000$318K0.13%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,996$317K<0.01%013F-HRTimelineGroup
October Effect Ltd1,972$313K0.36%-76413F-HRTimeline
CIBC WORLD MARKET INC.1,933$307K<0.01%-23113F-HRTimeline
Arkadios Wealth Advisors1,926$306K0.01%+41013F-HRTimeline
Arrowroot Family Office, LLC1,855$295K0.1%013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.1,837$292K<0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,795$285K<0.01%-813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,782$283K<0.01%new13F-HRTimelineGroup
Integris Wealth Management, LLC1,772$281K0.06%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,688$268K0.1%new13F-HR/ATimelineGroup
Sun Financial Inc1,411$265K0.13%+113F-HRTimeline
Smart Portfolios, LLC1,660$264K0.26%-1013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,680$256K0.02%-25013F-HRTimeline
Family Capital Management, Inc.1,588$252K0.11%-73913F-HRTimeline
First Heartland Consultants, Inc.1,582$251K0.02%+32013F-HRTimeline
Harvest Investment Services, LLC1,538$244K0.04%+23213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,517$241K<0.01%-1,07313F-HRTimeline
Cannon Advisors, Inc.1,509$240K0.18%+113F-HRTimeline
Capital Investment Management, Inc.1,505$239K0.08%+113F-HRTimeline
tru Independence LLC1,484$236K0.12%+5413F-HRTimeline
Kapstone Financial Advisors LLC1,481$235K0.12%013F-HRTimeline
Zinnia Wealth Advisory, LLC1,433$228K0.25%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,425$226K0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,404$223K<0.01%013F-HRTimeline
Snowden Capital Advisors LLC1,378$219K0.01%013F-HRTimeline
Midwest Trust Co1,377$219K<0.01%-2513F-HRTimeline
WILLNER & HELLER, LLC1,334$212K0.16%+113F-HRTimeline
Dynamic Advisor Solutions LLC1,321$210K0.01%+8913F-HRTimeline
Advisory Alpha, LLC1,314$209K0.01%+113F-HRTimeline
BRIGHTON JONES LLC1,314$209K<0.01%new13F-HR/ATimeline
WEALTH EFFECTS LLC1,296$206K0.07%013F-HRTimeline
Csenge Advisory Group1,282$204K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,205$191K0.01%013F-HRTimeline
Wiser Advisor Group LLC1,179$187K0.23%-15113F-HRTimeline
Smithfield Trust Co1,067$169K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/950$151K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC926$149K<0.01%013F-HRTimeline
CITY HOLDING CO890$141K0.02%013F-HRTimeline
Root Financial Partners, LLC830$132K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC760$121K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…711$113K<0.01%-15413F-HRTimelineGroup
Allworth Financial LP668$106K<0.01%-70413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC639$101K<0.01%+5113F-HRTimeline
Luken Investment Analytics, LLC565$89.7K0.03%013F-HRTimeline
PRIVATE TRUST CO NA554$88K0.01%-8413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC529$86.7K<0.01%+17913F-HRTimeline
BLAIR WILLIAM & CO/IL533$84.6K<0.01%013F-HRTimeline
Costello Asset Management, INC457$72.5K0.03%+1613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC410$65.1K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp400$63.5K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC368$58.4K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC339$53.8K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO342$52.2K<0.01%013F-HR/ATimelineGroup
Qube Research & Technologies Ltd286$45.4K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC274$43.5K<0.01%013F-HRTimeline
Osbon Capital Management LLC261$41.5K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…250$40.3K<0.01%-27513F-HRTimeline
MATHER GROUP, LLC.243$38.6K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.228$36K0.01%013F-HRTimeline
IFP Advisors, Inc200$31.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…199$31.6K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC177$28.1K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC175$27.8K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/167$26.5K<0.01%013F-HRTimeline
NFSG Corp150$23.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.150$23.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC114$18.1K<0.01%013F-HRTimeline
GAMMA Investing LLC100$15.9K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co99$15.7K<0.01%013F-HRTimeline
MAI Capital Management95$15.1K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton86$13.7K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.71$11.3K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC70$11K<0.01%013F-HRTimelineGroup
Kozak & Associates, Inc.63$11K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC64$10.2K<0.01%13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC50$7.94K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC32$5.08K<0.01%new13F-HRTimeline
SWAN Capital LLC27$4.29K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.23$3.65K<0.01%+213F-HRTimeline
SIMPLEX TRADING, LLC17$2.7K<0.01%new13F-HRTimeline