FPX — FIRST TR EXCHANGE-TRADED FD

Ownership history in Systelligence, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Systelligence, 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.

Peak position
3.44% (2025 Q4)
Avg. % of fund
3.44%
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 110,426 — — 3.44% $18.1M $163.59
% 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% 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% Boyce & Associates Wealth Consulting, Inc. 3Y 0.43%
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