12 institutions reported holding $2.8M of FIRST TR EXCHANGE TRADED FD II (FPXE) in SEC 13F filings for 2026-03-31. Largest institutional holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($818,828), ENVESTNET ASSET MANAGEMENT INC ($792,638), Cetera Investment Advisers ($669,833), Triad Wealth Partners, LLC ($261,927), CITADEL ADVISORS LLC ($253,432). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $818,828 | 26,216 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $792,638 | 25,377 | Added |
| 3 | Cetera Investment Advisers | $669,833 | 21,446 | Trimmed |
| 4 | Triad Wealth Partners, LLC | $261,927 | 8,386 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $253,432 | 8,114 | Trimmed |
| 6 | REAP Financial Group, LLC | $16,608 | 532 | Hold |
| 7 | NBC SECURITIES, INC. | $13,547 | 433 | Hold |
| 8 | HARBOUR INVESTMENTS, INC. | $13,524 | 433 | Added |
| 9 | Sound Income Strategies, LLC | $2,525 | 79 | Hold |
| 10 | UBS Group AG | $219 | 7 | New |
| 11 | MORGAN STANLEY | $54 | 1 | Hold |
| 12 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31