BENJAMIN EDWARDS INC FTXR — FIRST TR EXCHANGE-TRADED FD

Ownership history in BENJAMIN EDWARDS INC  ·  6 quarters on record

AI Ownership Summary

BENJAMIN EDWARDS INC reported FIRST TR EXCHANGE-TRADED FD (FTXR) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows FTXR at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FTXR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BENJAMIN EDWARDS INC's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FTXR was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FTXR stock page BENJAMIN EDWARDS INC fund profile BENJAMIN EDWARDS INC full holdings
How BENJAMIN EDWARDS INC held FTXR — position size vs. price
% of Fund (quarterly)    FTXR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 150,159 +98,988 +193.4% 0.06% $6.8M 2026-07-24 $nan
2026 Q1 ADDED — — — 51,171 +19,301 +60.6% 0.02% $2.0M 2026-05-12 $40.98
2025 Q1 ADDED — — — 31,870 +132 +0.4% 0.01% $946K 2025-05-12 $30.94
2024 Q4 REDUCED — — — 31,738 -922 -2.8% 0.02% $1.1M 2025-02-14 $33.60
2024 Q3 ADDED — — — 32,660 +31,792 +3662.7% 0.02% $1.0M 2024-11-14 $34.51
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FTXR

As of 2026 Q2 — sorted by position size

Nilsine Partners, LLC 3Y 1.47% Englebert Financial Advisers, LLC 0.7% TriaGen Wealth Management LLC 3Y 0.64% TRUST CO OF OKLAHOMA 3Y 7Y 0.3% Realta Investment Advisors 3Y 7Y 0.24% MinichMacGregor Wealth Management, LLC 3Y 7Y 0.12% Cutter & CO Brokerage, Inc. 3Y 7Y 0.09% WealthBridge Capital Management, LLC 3Y 7Y 0.08% Fortis Group Advisors, LLC 3Y 0.05% Prospera Financial Services Inc 3Y 7Y 0.0%

FAQ About BENJAMIN EDWARDS INC and FTXR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BENJAMIN EDWARDS INC reported owning FTXR?

BENJAMIN EDWARDS INC reported FTXR across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported FTXR position in BENJAMIN EDWARDS INC's portfolio?

The largest reported portfolio weight for FTXR was 0.06% in 2026 Q2.

What is the latest reported FTXR position on this page?

The most recent filing on this page is 2026 Q2, when BENJAMIN EDWARDS INC reported 150,159 shares, equal to 0.06% of portfolio, with an estimated market value of $6.8M.

What does the chart on this FTXR ownership page compare?

The chart compares BENJAMIN EDWARDS INC's quarterly FTXR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BENJAMIN EDWARDS INC time their FTXR position?

Based on 13F filing dates vs. subsequent FTXR price moves, BENJAMIN EDWARDS INC correctly timed 3 out of 5 reported position changes (60%).

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