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Disclosery

FPXI FIRST TR EXCHANGE-TRADED FD

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INTL EQUITY OPP (fund)

75 managers (75 13F filers) reported a position in FPXI shares at 2026-03-31, 1,674,464 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
75
New
13
Added
22
Reduced
25
Sold out
6
Shares held by filers
1,674,464

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
LPL Financial LLC462,981$28.6M0.01%+22,33013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY261,505$16.1M<0.01%+57,22413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN153,414$9.47M<0.01%+11,70013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC50,470$3.12M0.01%+1,31013F-HRTimelineGroup
NewEdge Advisors, LLC49,604$3.06M0.01%+8,27513F-HR/ATimeline
Cambridge Investment Research Advisors,…45,266$2.79M0.01%+1,57113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/41,520$2.56M<0.01%-4,08313F-HRTimelineGroup
UBS Group AGin group UBS Group AG38,917$2.4M<0.01%+7,52913F-HRTimelineGroup
SFI Advisors, LLC38,569$2.38M2.5%-31,61713F-HRTimeline
WealthCare Investment Partners, LLC35,203$2.21M0.61%+29213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC35,265$2.18M0.55%+4813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,424$1.88M<0.01%-6,11213F-HRTimeline
Arkadios Wealth Advisors29,409$1.82M0.03%+2,18113F-HRTimeline
HighTower Advisors, LLC26,121$1.61M<0.01%+91313F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC23,192$1.6M0.69%+1,46413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,457$1.57M<0.01%+2,05613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,077$1.55M0.02%-2,27313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,282$1.5M<0.01%-1,07413F-HRTimelineGroup
Cetera Investment Advisers23,197$1.43M<0.01%-1,03713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,852$1.35M<0.01%+3,75513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,413$1.26M<0.01%-73,26413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding17,601$1.09M-5,200Timeline
CoreCap Advisors, LLC16,472$1.02M0.03%-1,03113F-HRTimeline
True Blue Financial, LLC16,271$1M0.79%-1,93013F-HRTimeline
Impact Partnership Wealth, LLC15,915$983K0.12%+78013F-HRTimeline
Asset Allocation Strategies LLC15,494$957K0.17%-1,19413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,797$914K<0.01%+8,55313F-HRTimelineGroup
CWM, LLCin group CWM, LLC10,472$647K<0.01%-6613F-HRTimelineGroup
NewEdge Wealth, LLC8,548$528K0.01%-3713F-HRTimeline
Kingsview Wealth Management, LLC7,265$449K0.01%new13F-HRTimeline
Meridian Financial Advisors, LLC7,161$442K0.24%-1,29913F-HRTimeline
MML INVESTORS SERVICES, LLC6,666$412K<0.01%-4,85413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,874$407K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC6,347$392K0.01%+113F-HRTimeline
Independent Advisor Alliance5,687$351K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC4,794$296K<0.01%-1,87613F-HRTimeline
Accel Wealth Management4,737$292K0.08%+313F-HRTimeline
Prospera Financial Services Inc4,672$289K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.4,669$288K<0.01%+2,67113F-HRTimeline
Dynamic Advisor Solutions LLC4,639$286K0.01%-25213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,560$282K0.01%-99513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,491$277K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning3,959$244K<0.01%-1213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,350$207K0.01%-4013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,272$202K<0.01%-17513F-HRTimelineGroup
Integrity Financial Corp /WA1,710$106K0.05%-52513F-HRTimeline
PRIVATE TRUST CO NA1,342$82.9K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,186$73.2K0.11%new13F-HRTimeline
BALLAST ADVISORS LLC1,179$72.8K0.02%new13F-HR/ATimeline
Advisory Services Network, LLC1,169$72.2K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,115$68.9K<0.01%+113F-HRTimelineGroup
IFP Advisors, Inc1,020$63K<0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC950$58.7K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC743$45.9K0.03%new13F-HRTimeline
AE Wealth Management LLC585$36.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…349$22.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd276$17K<0.01%-3913F-HRTimeline
Bogart Wealth, LLC237$14.6K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC223$13.7K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\211$13K<0.01%-10,44413F-HRTimelineGroup
Steward Partners Investment Advisory, L…181$11.2K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC174$10.7K<0.01%new13F-HRTimeline
Investors Research Corp150$9.26K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP149$8.91K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.125$7.72K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC118$7.29K<0.01%013F-HRTimeline
Caitlin John, LLC108$6.67K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…91$5.62K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC81$5.02K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…75$4.63K<0.01%new13F-HRTimelineGroup
Key Financial Inc31$1.91K<0.01%-2113F-HRTimeline
Larson Financial Group LLC23$1.43K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10$617<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1$97<0.01%013F-HR/ATimelineGroup
SBI Securities Co., Ltd.1$62<0.01%013F-HRTimeline