13F Insight
DOSSIER · 13F Holders · Q2 2026
FPXI

FIRST TR EXCHANGE TRADED FD

94 institutions still hold FIRST TR EXCHANGE TRADED FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X853·94 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$247M
visible holders
Holders
94
filers reporting
Concentration
28.50%
FIRST TRUST ADVISORS LP #1
top holder share
AI Holders Summary · Q2 2026

94 institutions reported FPXI in Q2 2026. FIRST TRUST ADVISORS LP leads at 28.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$71M842K0.04%Q2 202602
LPL Financial LLC
CIK 0001403438
$43M518K0.01%Q2 202603
Concurrent Investment Advisors, LLC
CIK 0002001015
$34M409K0.29%Q2 202604
MORGAN STANLEY
CIK 0000895421
$23M274K0.00%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M162K0.00%Q2 202606
&PARTNERS
CIK 0000107136
$9M108K0.04%Q2 202607
NewEdge Advisors, LLC
CIK 0001633516
$7M84K0.02%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M76K0.01%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$5M58K0.02%Q2 202610
Advisory Services Network, LLC
CIK 0001573876
$4M53K0.05%Q2 202611
UBS Group AG
CIK 0001610520
$4M51K0.00%Q2 202612
Vise Technologies, Inc.
CIK 0001812090
$3M41K0.04%Q2 202613
SFI Advisors, LLC
CIK 0001911308
$3M38K2.77%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M37K0.00%Q2 202615
WealthCare Investment Partners, LLC
CIK 0001908462
$3M36K0.72%Q2 202616
TWIN PEAKS WEALTH ADVISORS, LLC
CIK 0002006218
$3M35K0.66%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M34K0.00%Q2 202618
NORTHBRIDGE FINANCIAL GROUP, LLC
CIK 0001968850
$3M33K1.07%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M45K0.01%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$3M32K0.00%Q2 2026
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