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Disclosery

FTXN FIRST TR EXCHANGE TRADED FD

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ETF (fund)

79 managers (79 13F filers) reported a position in FTXN shares at 2025-06-30, 2,635,916 shares in all. 3 filers opened a position and 17 filers sold out during the quarter.

Managers
79
13F filers
79
New
3
Added
18
Reduced
35
Sold out
17
Shares held by filers
2,635,916

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
MORGAN STANLEYin group MORGAN STANLEY541,710$14.7M<0.01%-24,67913F-HRTimelineGroup
LPL Financial LLC490,829$13.4M<0.01%-36,51413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.245,169$6.68M0.01%+149,04213F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP139,412$3.79M0.01%-17,02713F-HRTimelineGroup
Cetera Investment Advisers130,120$3.54M0.01%+8,00213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN111,906$3.04M<0.01%-12,04013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC105,186$2.86M<0.01%-13,54513F-HRTimelineGroup
SFI Advisors, LLC89,943$2.45M1.69%-3,61313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,186$2.35M<0.01%-5,81313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC62,779$1.71M<0.01%-2,80413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…55,748$1.52M0.12%-2,13413F-HRTimeline
CWM, LLCin group CWM, LLC44,822$1.22M<0.01%-56513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,861$949K<0.01%+5,43113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,457$829K<0.01%-20,60913F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding30,368$826K-10,212Timeline
Quantum Private Wealth, LLC28,985$789K0.26%-9,00513F-HRTimeline
Cambridge Investment Research Advisors,…23,726$646K<0.01%-24,66313F-HRTimeline
Quantinno Capital Management LP23,220$632K<0.01%+3,71513F-HRTimeline
DAVENPORT & Co LLC21,634$589K<0.01%-7,10013F-HRTimeline
Sigma Planning Corp20,426$556K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,977$516K<0.01%+2,95013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,313$471K<0.01%-16,56513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC16,849$458K0.01%-23,82513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,054$437K<0.01%+61813F-HRTimeline
Harvest Investment Services, LLC15,531$423K0.09%+16013F-HRTimeline
Private Advisor Group, LLC14,371$391K<0.01%-15,91513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,364$391K0.01%-4,54113F-HRTimelineGroup
Janney Montgomery Scott LLC13,508$368K<0.01%-1,95413F-HRTimeline
Atria Wealth Solutions, Inc.12,489$345K0.01%+30013F-HRTimeline
Cyndeo Wealth Partners, LLC12,439$338K0.02%013F-HRTimeline
Mutual Advisors, LLC11,417$319K0.01%-1,57213F-HRTimeline
CENTAURUS FINANCIAL, INC.10,310$281K0.02%+66913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,132$276K<0.01%-12,07013F-HRTimelineGroup
L.M. KOHN & COMPANY9,563$260K0.07%013F-HRTimeline
Regal Investment Advisors LLC9,510$259K0.02%-64013F-HRTimeline
HFG Advisors, Inc.9,360$255K0.2%-37513F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,357$255K0.07%+98713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,548$233K<0.01%-9,44213F-HRTimelineGroup
MGO ONE SEVEN LLC8,506$231K0.01%-61513F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,999$218K0.01%013F-HRTimeline
HB Wealth Management, LLC7,877$214K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.7,765$211K<0.01%+16113F-HRTimeline
MGB Wealth Management, LLC6,425$175K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,152$167K<0.01%-14313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,035$164K<0.01%-13,40213F-HRTimelineGroup
Activest Wealth Management5,524$150K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…4,619$126K<0.01%-1,36613F-HRTimeline
EP Wealth Advisors, LLC4,545$124K<0.01%-3213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,677$100K<0.01%+87713F-HRTimelineGroup
NewEdge Advisors, LLC2,934$79.8K<0.01%-8,29413F-HRTimeline
FAS Wealth Partners, Inc.2,672$72.7K0.01%+2113F-HRTimeline
Global Retirement Partners, LLC2,262$61.5K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.1,848$50K<0.01%+4713F-HRTimeline
FMR LLCin group FMR LLC1,267$34.5K<0.01%+20313F-HRTimelineGroup
HighMark Wealth Management LLC1,150$31.3K0.02%013F-HRTimeline
Anchor Investment Management, LLC1,105$30.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.725$19.7K<0.01%-80013F-HRTimeline
HHM Wealth Advisors, LLC666$18.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG619$16.8K<0.01%-8,03113F-HRTimelineGroup
Westside Investment Management, Inc.549$14.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…500$13.6K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC456$12.4K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC333$9.06K<0.01%013F-HRTimeline
Hughes Financial Services, LLC330$8.96K<0.01%013F-HRTimeline
AE Wealth Management LLC326$8.88K<0.01%+13613F-HRTimeline
Rossby Financial, LCC325$8.84K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.307$8.35K0.01%-3,80913F-HRTimeline
Insight Inv LLC201$5.48K<0.01%013F-HRTimeline
COMERICA BANK181$4.92K<0.01%013F-HRTimeline
IFP Advisors, Inc171$4.65K<0.01%-31613F-HRTimeline
Kiker Wealth Management, LLC71$1.94K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71$1.91K<0.01%013F-HRTimelineGroup
Archer Investment Corp67$1.81K<0.01%+113F-HRTimeline
Blue Trust, Inc.48$1.31K<0.01%013F-HRTimeline
Essential Partners LLC20$544<0.01%13F-HRTimeline
Transce3nd, LLC8$218<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$23<0.01%-18613F-HRTimelineGroupAmount filed as zero, left out of ratios.
Wagner Wealth Management, LLC1$14<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.