FIRST TR EXCHANGE TRADED FD (FPXE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
9
Reporting holders
$2.9M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $943.1K | 27,044 | 0.00% | 4q | +3.2%+$28.9K |
| ENVESTNET ASSET MANAGEMENT INC | $900.3K | 25,817 | 0.00% | 5q | +1.7%+$15.3K |
| Cetera Investment Advisers | $749.1K | 21,482 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $278.6K | 7,989 | 0.00% | 3q | -1.5%-$4.4K |
| Coppell Advisory Solutions LLC | $27.3K | 28,466 | 0.00% | new | NEW |
| REAP Financial Group, LLC | $18.7K | 538 | 0.00% | 7q | +1.1% |
| LANARK FINANCIAL, INC. | $15.1K | 433 | 0.00% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $15.1K | 433 | 0.00% | 6q | HELD |
| UBS Group AG | $6.6K | 190 | 0.00% | 2q | +2614.3%+$6.4K |
| MORGAN STANLEY | $80 | 2 | 0.00% | 10q | +100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $2.9M | 83,928 | 0 | 5 | 1 | 0.0% |
| Q1 2026 | 11 | $2.8M | 91,024 | 1 | 2 | 3 | 0.0% |
| Q4 2025 | 12 | $4.0M | 126,080 | 4 | 4 | 0 | 0.0% |
| Q3 2025 | 10 | $3.1M | 96,758 | 1 | 3 | 2 | 0.0% |
| Q2 2025 | 9 | $4.0M | 127,990 | 2 | 4 | 1 | 0.0% |
| Q1 2025 | 9 | $2.1M | 82,997 | 2 | 3 | 1 | 0.0% |
| Q4 2024 | 10 | $2.6M | 103,663 | 4 | 2 | 2 | 0.0% |
| Q3 2024 | 7 | $2.7M | 102,204 | 2 | 2 | 1 | 0.0% |
| Q2 2024 | 6 | $2.5M | 99,253 | 0 | 2 | 4 | 0.0% |
| Q1 2024 | 9 | $3.8M | 149,716 | 2 | 4 | 2 | 0.0% |
| Q4 2023 | 7 | $3.2M | 141,640 | 0 | 5 | 0 | 0.0% |
| Q3 2023 | 6 | $2.8M | 133,275 | 1 | 2 | 2 | 0.0% |
| Q2 2023 | 7 | $3.7M | 170,767 | 1 | 2 | 2 | 0.0% |
| Q1 2023 | 7 | $3.5M | 161,803 | 0 | 2 | 3 | 0.0% |
| Q4 2022 | 7 | $4.2M | 211,127 | 1 | 3 | 3 | 0.0% |
| Q3 2022 | 6 | $3.4M | 202,626 | 1 | 3 | 1 | 0.0% |
| Q2 2022 | 6 | $3.5M | 183,240 | 0 | 5 | 1 | 0.0% |
| Q1 2022 | 7 | $5.7M | 225,726 | 1 | 5 | 1 | 0.0% |
| Q4 2021 | 9 | $6.5M | 206,838 | 2 | 3 | 4 | 0.0% |
| Q3 2021 | 7 | $6.7M | 220,619 | 2 | 4 | 1 | 0.0% |
| Q2 2021 | 6 | $3.8M | 126,169 | 1 | 2 | 3 | 0.0% |
| Q1 2021 | 5 | $3.3M | 116,736 | 4 | 0 | 1 | 0.0% |
| Q4 2020 | 3 | $2.1M | 73,998 | 1 | 1 | 1 | 0.0% |
| Q3 2020 | 2 | $957.0K | 38,204 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 2 | $1.1M | 46,388 | 0 | 1 | 1 | 0.0% |
| Q1 2020 | 3 | $1.2M | 63,507 | 2 | 1 | 0 | 0.0% |
| Q4 2019 | 1 | $272.0K | 12,445 | 0 | 0 | 1 | 0.0% |
| Q3 2019 | 3 | $1.9M | 98,398 | 1 | 1 | 1 | 0.0% |
| Q2 2019 | 2 | $5.4M | 266,596 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 1 | $1.7M | 90,122 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $1.6M | 92,954 | 0 | 0 | 0 | 0.0% |