FPXI — FIRST TR EXCHANGE TRADED FD

Ownership history in Advisory Services Network, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TR EXCHANGE TRADED FD (FPXI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2020 Q4)
Avg. % of fund
0.01%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,719 +483 +39.1% 0.00% $103K $59.86
2021 Q2 REDUCED 1,236 -3,138 -71.7% 0.00% $85K $65.85
2021 Q1 ADDED 4,374 +427 +10.8% 0.01% $288K $63.29
2020 Q4 UNCHANGED 3,947 — 0% 0.01% $272K $66.03
2020 Q3 ADDED 3,947 +2,869 +266.1% 0.01% $224K $54.54
2020 Q1 ADDED 1,078 +130 +13.7% 0.00% $40K $35.14
2019 Q4 UNCHANGED 948 — 0% 0.00% $38K $38.50
2019 Q3 UNCHANGED 948 — 0% 0.00% $34K $34.74
2019 Q2 INITIATED 948 — — 0.00% $34K —
% of Fund (quarterly)    FPXI price (monthly, adj. close)

Other funds also holding FPXI

As of 2025 Q4 — sorted by position size

SFI Advisors, LLC 3Y 2.66% TrueWealth Financial Partners 3Y 0.89% TRUE BLUE FINANCIAL, LLC 0.89% TWIN PEAKS WEALTH ADVISORS, LLC 0.69% WealthCare Investment Partners, LLC 3Y 0.61% NORTHBRIDGE FINANCIAL GROUP, LLC 0.58% Meridian Financial Advisors, LLC 0.27% Asset Allocation Strategies LLC 3Y 0.18% Clear Point Advisors Inc. 0.16% Impact Partnership Wealth, LLC 0.11%
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