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Disclosery

FTXN FIRST TR EXCHANGE TRADED FD

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ETF (fund)

78 managers (78 13F filers) reported a position in FTXN shares at 2025-12-31, 2,085,579 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
78
13F filers
78
New
11
Added
18
Reduced
29
Sold out
11
Shares held by filers
2,085,579

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
MORGAN STANLEYin group MORGAN STANLEY476,758$13.3M<0.01%-30,10713F-HR/ATimelineGroup
LPL Financial LLC238,888$6.67M<0.01%-124,47413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.214,041$5.98M0.01%-36,11613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP120,043$3.35M<0.01%-1,50213F-HRTimelineGroup
Cetera Investment Advisers108,154$3.02M<0.01%-20,78913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,102$2.6M<0.01%-18,26313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC81,669$2.28M<0.01%-10,73213F-HRTimelineGroup
WCG Wealth Advisors LLC71,703$2M0.06%new13F-HRTimeline
SFI Advisors, LLC68,496$1.91M1.23%-20,21213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,853$1.78M<0.01%-6,08213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC51,167$1.43M<0.01%-10,42413F-HRTimeline
CWM, LLCin group CWM, LLC38,883$1.09M<0.01%-5,50613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…35,593$994K0.07%-20,15513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,464$990K<0.01%+4,83113F-HRTimelineGroup
Quantinno Capital Management LP24,020$671K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,339$652K<0.01%-1,28313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,727$607K<0.01%+8,65113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,880$527K<0.01%+4,16213F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…17,191$480K<0.01%-75013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich16,864$471K<0.01%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC16,053$448K0.01%+413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,101$394K<0.01%+66913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,852$387K<0.01%+2213F-HRTimelineGroup
Summit Financial, LLC13,460$376K0.01%-3,02513F-HRTimeline
Janney Montgomery Scott LLC11,699$327K<0.01%-1,66813F-HRTimeline
CENTAURUS FINANCIAL, INC.11,397$318K0.01%+1,60313F-HRTimeline
Mutual Advisors, LLC10,789$301K0.01%+7213F-HRTimeline
DAVENPORT & Co LLC10,483$293K<0.01%-3,33513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,089$282K<0.01%-2,29713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,760$273K<0.01%+78513F-HR/ATimelineGroup
Regal Investment Advisors LLC9,510$266K0.02%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC9,489$265K0.07%+7313F-HRTimeline
Mariner, LLCin group Mariner, LLC9,362$261K<0.01%-2,58113F-HRTimelineGroup
HFG Advisors, Inc.9,271$259K0.19%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,886$248K0.01%new13F-HRTimelineGroup
Harvest Investment Services, LLC8,315$232K0.04%-4,43013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,206$229K<0.01%-9,10713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,133$227K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC8,100$226K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,999$223K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,865$220K0.01%+6013F-HRTimeline
Quantum Private Wealth, LLC7,176$200K0.06%-9,24113F-HRTimeline
MGB Wealth Management, LLC6,427$179K0.05%+213F-HRTimeline
Activest Wealth Management5,524$154K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…3,393$94.7K<0.01%-88313F-HRTimeline
HARBOUR INVESTMENTS, INC.3,134$87.5K<0.01%-1,78613F-HRTimeline
FAS Wealth Partners, Inc.2,710$75.7K<0.01%+2113F-HRTimeline
Sound Income Strategies, LLC2,429$71.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,262$63.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2,229$62.2K<0.01%+37613F-HRTimeline
NewEdge Advisors, LLC2,166$60.5K<0.01%-17013F-HRTimeline
Parallel Advisors, LLC1,261$35.2K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,238$34.6K<0.01%013F-HRTimelineGroup
HighMark Wealth Management LLC1,150$32.1K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,105$30.9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC982$27.4K0.02%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.900$25K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC666$18.6K<0.01%013F-HRTimeline
Westfuller Advisors, LLC644$18K0.01%+513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/629$17.8K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.549$15.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC459$12.8K<0.01%+313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC336$9.37K<0.01%+313F-HRTimeline
Rossby Financial, LCC234$6.53K<0.01%-7613F-HRTimeline
Farther Finance Advisors, LLC206$5.74K<0.01%new13F-HRTimeline
Insight Inv LLC201$5.62K<0.01%013F-HRTimeline
AE Wealth Management LLC180$5.03K<0.01%-113F-HRTimeline
Nova Wealth Management, Inc.166$4.63K<0.01%013F-HRTimeline
IFP Advisors, Inc160$4.47K<0.01%-1113F-HRTimeline
COMERICA BANK121$3.38K<0.01%-6013F-HRTimeline
Geneos Wealth Management Inc.100$2.79K<0.01%013F-HRTimeline
Archer Investment Corp68$1.89K<0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…54$1.51K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.48$1.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16$434<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$28<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1$28<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO0$24<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.