FPA Global Equity ETF New (FPAG)

CUSIP: 30254T577 | NYSE | 60 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Verum Partners LLC811,282

5.3% of portfolio$33.2M

NavPoint Financial, Inc.550,375

7.9% of portfolio$22.5M

Eclectic Associates Inc341,085

1.6% of portfolio$13.9M

New England Private Wealth Advisors LLC286,081

1.1% of portfolio$11.7M

Cambridge Investment Research Advisors, Inc.84,525

0.0% of portfolio$3.5M

Onyx Bridge Wealth Group LLC72,045

0.3% of portfolio$2.9M

Good Harbor Advisors, Inc.61,103

2.3% of portfolio$2.5M

Compass Ion Advisors, LLC42,060

0.1% of portfolio$1.7M

Tanglewood Wealth Management, Inc.40,809

0.1% of portfolio$1.7M

Certior Financial Group, LLC23,806

0.5% of portfolio$973.2K

Mills Wealth Advisors LLC21,084

0.3% of portfolio$861.9K

Davenport & Co LLC13,974

0.0% of portfolio$571.3K

DKM Wealth Management, Inc.11,794

0.3% of portfolio$482.1K

Lakeside Advisors, Inc.10,600

0.3% of portfolio$433.3K

Guardian Asset Advisors, LLC10,562

0.2% of portfolio$431.8K

Retirement Planning Group, LLC8,926

0.0% of portfolio$364.9K

RFG Advisory, LLC7,659

0.0% of portfolio$313.1K

Mcdonald Partners LLC6,500

0.1% of portfolio$265.7K

Commonwealth Equity Services, LLC5,811

0.0% of portfolio$237.5K

Mowery & Schoenfeld Wealth Management, LLC3,381

0.2% of portfolio$138.2K

Private Trust Co NA2,000

0.0% of portfolio$81.8K

Hazlett, Burt & Watson, Inc.1,286

0.0% of portfolio$25.0K

Harbor Investment Advisory, LLC980

0.0% of portfolio$40.1K

Spire Wealth Management44

0.0% of portfolio$1.8K

				Style	Turnover	Location	Filed
Verum Partners LLC	811,282	$33.2M	5.3%	ETF	Low	Charlotte, NC	2026-10-21
NavPoint Financial, Inc.	550,375	$22.5M	7.9%	ETF	Very Low	Prior Lake, MN	2026-10-21
Eclectic Associates Inc	341,085	$13.9M	1.6%	ETF	Very Low	Fullerton, CA	2026-10-09
New England Private Wealth Advisors LLC	286,081	$11.7M	1.1%	ETF	Very Low	Wellesley, MA	2026-10-19
Cambridge Investment Research Advisors, Inc.	84,525	$3.5M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Onyx Bridge Wealth Group LLC	72,045	$2.9M	0.3%	ETF	Medium	Tarrytown, NY	2026-10-16
Good Harbor Advisors, Inc.	61,103	$2.5M	2.3%	ETF	Very Low	Gloucester, MA	2026-10-20
Compass Ion Advisors, LLC	42,060	$1.7M	0.1%	ETF	Very Low	Conshohocken, PA	2026-10-23
Tanglewood Wealth Management, Inc.	40,809	$1.7M	0.1%	ETF	Medium	Houston, TX	2026-10-23
Certior Financial Group, LLC	23,806	$973.2K	0.5%	ETF	Medium	King Of Prussia, PA	2026-10-19
Mills Wealth Advisors LLC	21,084	$861.9K	0.3%	ETF	Medium	Southlake, TX	2026-10-22
Davenport & Co LLC	13,974	$571.3K	0.0%	Core	Medium	Richmond, VA	2026-10-14
DKM Wealth Management, Inc.	11,794	$482.1K	0.3%	Yield	Very Low	Stockton, CA	2026-10-09
Lakeside Advisors, Inc.	10,600	$433.3K	0.3%	Core	Very Low	Seattle, WA	2026-10-20
Guardian Asset Advisors, LLC	10,562	$431.8K	0.2%	Growth	Medium	Mechanicsburg, PA	2026-10-16
Retirement Planning Group, LLC	8,926	$364.9K	0.0%	ETF	Very Low	Leawood, KS	2026-10-19
RFG Advisory, LLC	7,659	$313.1K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Mcdonald Partners LLC	6,500	$265.7K	0.1%	Core	Low	Cleveland, OH	2026-11-03
Commonwealth Equity Services, LLC	5,811	$237.5K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Mowery & Schoenfeld Wealth Management, LLC	3,381	$138.2K	0.2%	Growth	Medium	Lincolnshire, IL	2026-10-28
Private Trust Co NA	2,000	$81.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Hazlett, Burt & Watson, Inc.	1,286	$25.0K	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Harbor Investment Advisory, LLC	980	$40.1K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Spire Wealth Management	44	$1.8K	0.0%	Growth	Medium	Mclean, VA	2026-10-30