Who Owns FIRST TR EXCHANGE TRADED FD (FPXI)? -- Institutional Holders (2026-06-30)

101 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