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FPAFPA
7 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in FIRST TR EXCH TRD ALPHDX FD

Farther Finance Advisors, LLC holds 20,518 shares of FPA (FIRST TR EXCH TRD ALPHDX FD), worth $1M as of 2026-Q3. The position was decreased (-3.4% shares). FPA represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$1M

Current Shares

20,518

Total Value Change

+$306,805

Total Shares Change

-4,088

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
20,518
-3.4%
$1M0.0%$49.64
0
2026-Q2
Decreased
21,233
-2.1%
$1.1M0.0%$53.13
0
2026-Q1
Decreased
21,681
-4.3%
$951,0350.0%$43.03
0
2025-Q4
Decreased
22,644
-2.7%
$846,2130.0%$36.65
0
2025-Q3
Decreased
23,268
-2.8%
$869,5390.0%$35.69
0
2025-Q2
Decreased
23,931
-2.7%
$855,0550.0%$33.92
0
2025-Q1
New
24,606
-
$711,6060.0%$26.71
34

Other major holders of FPA: FIRST TRUST ADVISORS LP, W1M Asset Management Ltd, CITADEL ADVISORS LLC, UBS Group AG

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