Who Owns FIRST TR EXCHANGE-TRADED FD (FPXI)? -- Institutional Holders (2026-06-30)
102 institutions reported holding $293.4M of FIRST TR EXCHANGE-TRADED FD (FPXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: FIRST TRUST ADVISORS LP ($70.5M), LPL Financial LLC ($43.4M), Concurrent Investment Advisors, LLC ($34.3M), MORGAN STANLEY ($23.0M), WELLS FARGO & COMPANY/MN ($13.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FIRST TRUST ADVISORS LP | $70.5M | 842,208 | New |
| 2 | LPL Financial LLC | $43.4M | 518,171 | Added |
| 3 | Concurrent Investment Advisors, LLC | $34.3M | 409,072 | New |
| 4 | MORGAN STANLEY | $23.0M | 274,227 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $13.6M | 162,054 | Added |
| 6 | &PARTNERS | $9.0M | 108,128 | New |
| 7 | NewEdge Advisors, LLC | $7.0M | 83,990 | Added |
| 8 | JANE STREET GROUP, LLC | $6.9M | 82,910 | New |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 76,173 | Added |
| 10 | Kestra Advisory Services, LLC | $4.9M | 58,299 | Added |
| 11 | Advisory Services Network, LLC | $4.4M | 52,796 | Added |
| 12 | UBS Group AG | $4.3M | 50,915 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $3.7M | 44,661 | Trimmed |
| 14 | Vise Technologies, Inc. | $3.4M | 40,685 | New |
| 15 | SFI Advisors, LLC | $3.2M | 38,282 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.1M | 36,914 | Added |
| 17 | WealthCare Investment Partners, LLC | $3.0M | 35,606 | Added |
| 18 | TWIN PEAKS WEALTH ADVISORS, LLC | $2.9M | 34,965 | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $2.8M | 33,521 | Trimmed |
| 20 | NORTHBRIDGE FINANCIAL GROUP, LLC | $2.8M | 33,462 | Added |
| 21 | Royal Bank of Canada | $2.7M | 32,159 | Added |
| 22 | Synergy Asset Management, LLC | $2.5M | 29,426 | New |
| 23 | Arkadios Wealth Advisors | $2.4M | 28,244 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $2.3M | 27,421 | Added |
| 25 | HighTower Advisors, LLC | $2.2M | 26,102 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30