# FIRST TR EXCHANGE TRADED FD (FPX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FPX/

- Reporting holders: 11
- Reported value: $2.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $704.5K | 3,954 | 0.1% | 29 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $510.4K | 2,864 | 0.1% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $382.2K | 2,145 | 0.0% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $281.9K | 1,582 | 0.0% | 4 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $236.4K | 1,327 | 0.2% | 7 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $215.0K | 1,207 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $181.2K | 1,017 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $20.3K | 114 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $17.8K | 100 | 0.0% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $15.3K | 86 | 0.0% | 9 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.1K | 6 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $2.6M |
| Q2 2026 | 235 | $884.8M |
| Q1 2026 | 210 | $642.0M |
| Q4 2025 | 204 | $595.7M |
| Q3 2025 | 200 | $555.2M |
| Q2 2025 | 177 | $463.0M |
| Q1 2025 | 165 | $355.2M |
| Q4 2024 | 186 | $364.5M |
| Q3 2024 | 162 | $330.3M |
| Q2 2024 | 151 | $304.0M |
| Q1 2024 | 160 | $475.0M |
| Q4 2023 | 167 | $401.9M |