FPX — FIRST TR EXCHANGE TRADED FD

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in FIRST TR EXCHANGE TRADED FD (FPX). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 243 — 0% 0.00% $40K $165.94
2025 Q1 UNCHANGED 243 — 0% 0.00% $27K $111.15
2024 Q4 UNCHANGED 243 — 0% 0.00% $29K $118.87
2024 Q3 UNCHANGED 243 — 0% 0.00% $27K $109.51
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% of Fund (quarterly)    FPX price (monthly, adj. close)

Other funds also holding FPX

As of 2025 Q4 — sorted by position size

Cassia Capital Partners, LLC 3Y 5.0% Worthington Financial Partners, LLC 3.66% Systelligence, LLC 3Y 3.44% TWIN PEAKS WEALTH ADVISORS, LLC 1.68% Proactive Wealth Strategies LLC 1.32% Cascade Investment Advisors, Inc. 3Y 7Y 0.7% Spectrum Wealth Advisory Group, LLC 3Y 0.7% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.61% OneAscent Financial Services LLC 3Y 0.54% Rubicon Advisors, GP 0.48%
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