12 institutions reported holding $3.0M of FIRST TR EXCHANGE-TRADED FD (FPXE) in SEC 13F filings for 2026-06-30. Largest institutional holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($943,076), ENVESTNET ASSET MANAGEMENT INC ($900,271), Cetera Investment Advisers ($749,126), CITADEL ADVISORS LLC ($278,592), Coppell Advisory Solutions LLC ($27,294). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $943,076 | 27,044 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $900,271 | 25,817 | Added |
| 3 | Cetera Investment Advisers | $749,126 | 21,482 | Added |
| 4 | CITADEL ADVISORS LLC | $278,592 | 7,989 | Trimmed |
| 5 | Coppell Advisory Solutions LLC | $27,294 | 28,466 | New |
| 6 | REAP Financial Group, LLC | $18,748 | 538 | Added |
| 7 | NBC SECURITIES, INC. | $15,125 | 433 | Hold |
| 8 | HARBOUR INVESTMENTS, INC. | $15,100 | 433 | Hold |
| 9 | UBS Group AG | $6,626 | 190 | Added |
| 10 | MORGAN STANLEY | $80 | 2 | Added |
| 11 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 12 | Triad Wealth Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30