FPE — FIRST TR EXCHANGE-TRADED FD

Ownership history in BARCLAYS PLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in FIRST TR EXCHANGE-TRADED FD (FPE). 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% (2021 Q2)
Avg. % of fund
0.0%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 517,920 -191,380 -27.0% 0.00% $9.4M $17.79
2024 Q3 REDUCED 709,300 -129,310 -15.4% 0.00% $12.8M $16.67
2023 Q4 ADDED 838,610 +79,623 +10.5% 0.01% $14.1M $14.87
2021 Q3 REDUCED 758,987 -271,647 -26.4% 0.01% $15.6M $15.95
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FPE price (monthly, adj. close)

Other funds also holding FPE

As of 2025 Q4 — sorted by position size

STONEBRIDGE ADVISORS LLC 3Y 22.01% INTEGRITY WEALTH ADVISORS, INC. 8.29% Kinloch Capital, LLC 3Y 7.88% Seros Financial, LLC 5.44% WIN ADVISORS, INC 3Y 3.91% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 3.81% Quad-Cities Investment Group, LLC 3Y 7Y 3.8% ORBA Wealth Advisors, L.L.C. 3.46% Traction Financial Partners, LLC 3.38% PFS Partners, LLC 3.29%
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