FEX — FIRST TRUST

Ownership history in KPP Advisory Services LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in FIRST TRUST (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
0.85% (2025 Q2)
Avg. % of fund
0.69%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,817 +339 +1.1% 0.55% $3.8M $118.62
2025 Q3 ADDED 31,478 +486 +1.6% 0.54% $3.7M $116.42
2025 Q2 ADDED 30,992 +2,075 +7.2% 0.85% $3.4M $109.28
2025 Q1 REDUCED 28,917 -585 -2.0% 0.56% $3.0M $101.57
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% BIP Wealth, LLC 0.56% 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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