FXL — FIRST TR EXCHANGE TRADED FD

Ownership history in L. Roy Papp & Associates, LLP  ·  17 quarters on record

AI Ownership Summary

L. Roy Papp & Associates, LLP reported FIRST TR EXCHANGE TRADED FD (FXL) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows FXL at 0.03% 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 FXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L. Roy Papp & Associates, LLP'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 Q1

FXL was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

FXL stock page L. Roy Papp & Associates, LLP fund profile L. Roy Papp & Associates, LLP full holdings
How L. Roy Papp & Associates, LLP held FXL — position size vs. price
% of Fund (quarterly)    FXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,843 — 0% 0.03% $293K 2026-04-14 $172.77
2025 Q4 UNCHANGED 1,843 — 0% 0.03% $310K 2026-01-28 $176.34
2025 Q3 UNCHANGED 1,843 — 0% 0.03% $310K 2025-10-09 $171.83
2025 Q2 UNCHANGED 1,843 — 0% 0.03% $290K 2025-07-24 $159.85
2025 Q1 UNCHANGED 1,843 — 0% 0.03% $244K 2025-04-10 $123.73
2024 Q4 UNCHANGED 1,843 — 0% 0.03% $274K 2025-01-29 $155.98
2024 Q3 UNCHANGED 1,843 — 0% 0.03% $256K 2024-10-24 $141.23
2024 Q2 UNCHANGED 1,843 — 0% 0.03% $251K 2024-07-24 $133.09
2024 Q1 UNCHANGED 1,843 — 0% 0.03% $248K 2024-04-15 $127.86
2023 Q4 UNCHANGED 1,843 — 0% 0.03% $236K 2024-01-19 $130.83
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FXL

As of 2026 Q1 — sorted by position size

Choice Wealth Advisors LLC 3Y 3.58% RVW Wealth, LLC 3Y 7Y 0.76% RCW Management, LLC 0.48% RF&L WEALTH MANAGEMENT, LLC 3Y 0.19% Clarus Wealth Advisors 3Y 7Y 0.19% REDSTONE WEALTH MANAGEMENT, LLC 0.18% CX Institutional 3Y 7Y 0.13% TradeWell Securities, LLC. 0.12% TrueWealth Advisors, LLC 3Y 0.11% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.11%

FAQ About L. Roy Papp & Associates, LLP and FXL

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

How long has L. Roy Papp & Associates, LLP reported owning FXL?

L. Roy Papp & Associates, LLP reported FXL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FXL position in L. Roy Papp & Associates, LLP's portfolio?

The largest reported portfolio weight for FXL was 0.03% in 2025 Q3.

What is the latest reported FXL position on this page?

The most recent filing on this page is 2026 Q1, when L. Roy Papp & Associates, LLP reported 1,843 shares, equal to 0.03% of portfolio, with an estimated market value of $293K.

What does the chart on this FXL ownership page compare?

The chart compares L. Roy Papp & Associates, LLP's quarterly FXL 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.

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