Who Owns FIRST TR EXCHANGE-TRADED FD (FPXI)? -- Institutional Holders (2026-03-31)

83 institutions reported holding $100.8M of FIRST TR EXCHANGE-TRADED FD (FPXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($28.6M), MORGAN STANLEY ($16.1M), WELLS FARGO & COMPANY/MN ($9.5M), Kestra Advisory Services, LLC ($3.1M), Cambridge Investment Research Advisors, Inc. ($2.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$28.6M462,981Added
2MORGAN STANLEY$16.1M261,505Added
3WELLS FARGO & COMPANY/MN$9.5M153,414Added
4Kestra Advisory Services, LLC$3.1M50,470Added
5Cambridge Investment Research Advisors, Inc.$2.8M45,266Added
6BANK OF AMERICA CORP /DE/$2.6M41,520Trimmed
7UBS Group AG$2.4M38,917Added
8SFI Advisors, LLC$2.4M38,569Trimmed
9WealthCare Investment Partners, LLC$2.2M35,203Added
10TWIN PEAKS WEALTH ADVISORS, LLC$2.2M35,265Added
11COMMONWEALTH EQUITY SERVICES, LLC$1.9M30,424Trimmed
12Arkadios Wealth Advisors$1.8M29,409Added
13HighTower Advisors, LLC$1.6M26,121Added
14NORTHBRIDGE FINANCIAL GROUP, LLC$1.6M23,192Added
15RAYMOND JAMES FINANCIAL INC$1.6M25,457Added
16BENJAMIN EDWARDS INC$1.6M25,077Trimmed
17Royal Bank of Canada$1.5M24,282Trimmed
18Cetera Investment Advisers$1.4M23,197Trimmed
19OSAIC HOLDINGS, INC.$1.3M21,852Added
20SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M20,413Trimmed
21ENVESTNET ASSET MANAGEMENT INC$1.1M17,601Trimmed
22CoreCap Advisors, LLC$1.0M16,472Trimmed
23True Blue Financial, LLC$1.0M16,271Trimmed
24Impact Partnership Wealth, LLC$982,67215,915Added
25Asset Allocation Strategies LLC$956,69715,494Trimmed

Source: SEC Form 13F filings · as of 2026-03-31