FEX — FIRST TR EXCHANGE-TRADED ALP

Ownership history in BIP Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in FIRST TR EXCHANGE-TRADED ALP (FEX). 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
0.56% (2025 Q4)
Avg. % of fund
0.56%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 132,719 — — 0.56% $15.7M $118.62
% of Fund (quarterly)    FEX price (monthly, adj. close)

Other funds also holding FEX

As of 2025 Q4 — sorted by position size

SILVER OAK SECURITIES, INCORPORATED 3Y 1.1% TCFG WEALTH MANAGEMENT, LLC 0.99% Farrell Financial LLC 0.6% KPP Advisory Services LLC 0.55% HBK Sorce Advisory LLC 3Y 7Y 0.52% WETZEL INVESTMENT ADVISORS, INC. 0.46% Atlanta Consulting Group Advisors, LLC 0.4% HFG Advisors, Inc. 3Y 0.39% Kaydan Wealth Management, Inc. 3Y 0.37% Risk Paradigm Group, LLC 3Y 7Y 0.3%
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