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First Trust Asia PAC Ex-Japn (FPA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Compass Financial Management LLC
INCREASED
Shares63,035 from 5,957
Change+57,078 (+958%)
Value$3.1M (+$2.8M)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares44,856 from 50,015
Change-5,159 (-10%)
Value$2.2M (-$450.4K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares20,518 from 21,233
Change-715 (-3%)
Value$1.0M (-$118.0K)
Filed 2026-10-08
Cottonwood Capital Advisors, LLC
INCREASED
Shares13,774 from 13,327
Change+447 (+3%)
Value$683.7K (-$29.6K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares4,678 from 4,675
Change+3 (+0%)
Value$232.2K (-$18.0K)
Filed 2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED
Shares4,520 from 4,520
Change0 (0%)
Value$241.9K ($0)
Filed 2026-10-13
Signal Advisors Wealth, LLC
NEW
Shares4,396
Change+4,396
Value$218.2K
Filed 2026-10-13
Truist Financial Corp
CLOSED
Shares0 from 3,844
Change-3,844 (-100%)
Value$0 (-$205.8K)
Filed 2026-10-30
First Trust Advisors LP
N/A
Shares— from 1,185,499
Change-1,185,499 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 270,250
Change-270,250 (-100%)
Value—
&partners
N/A
Shares— from 149,166
Change-149,166 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 79,829
Change-79,829 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 45,737
Change-45,737 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,056
Change-44,056 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 23,655
Change-23,655 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 22,827
Change-22,827 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 18,722
Change-18,722 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,743
Change-15,743 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14,598
Change-14,598 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 13,771
Change-13,771 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,240
Change-9,240 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,748
Change-6,748 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,954
Change-2,954 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 20
Change-20 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
Compass Financial Management LLC
INCREASED63,0355,957+57,078+958%$318.8K$3.1M+$2.8M2026-10-30
LPL Financial LLC
DECREASED44,85650,015-5,159-10%$2.7M$2.2M-$450.4K2026-11-06
Farther Finance Advisors, LLC
DECREASED20,51821,233-715-3%$1.1M$1.0M-$118.0K2026-10-08
Cottonwood Capital Advisors, LLC
INCREASED13,77413,327+447+3%$713.3K$683.7K-$29.6K2026-10-20
Commonwealth Equity Services, LLC
INCREASED4,6784,675+3+0%$250.2K$232.2K-$18.0K2026-11-02
Unique Wealth Strategies, LLC
UNCHANGED4,5204,52000%$241.9K$241.9K$02026-10-13
Signal Advisors Wealth, LLC
NEW4,396—+4,396——$218.2K—2026-10-13
Truist Financial Corp
CLOSED03,844-3,844-100%$205.8K$0-$205.8K2026-10-30
First Trust Advisors LP
N/A—1,185,499-1,185,499-100%$63.4M———
W1m Asset Management Ltd
N/A—270,250-270,250-100%$14.4M———
&partners
N/A—149,166-149,166-100%$8.0M———
Advisory Services Network, LLC
N/A—79,829-79,829-100%$4.3M———
Rathbones Group PLC
N/A—45,737-45,737-100%$2.4M———
Jane Street Group, LLC
N/A—44,056-44,056-100%$2.4M———
Raymond James Financial Inc
N/A—23,655-23,655-100%$1.3M———
Dunhill Financial, LLC
N/A—22,827-22,827-100%$1.2M———
RPg Family Wealth Advisory, LLC
N/A—18,722-18,722-100%$1.0M———
Risk Paradigm Group, LLC
N/A—17,838-17,838-100%$954.7K———
Citadel Advisors LLC
N/A—15,743-15,743-100%$842.6K———
Transamerica Financial Advisors, LLC
N/A—14,598-14,598-100%$781.3K———
GeoWealth Management, LLC
N/A—13,771-13,771-100%$737.0K———
CIBC World Market Inc.
N/A—9,240-9,240-100%$494.5K———
Susquehanna International Group, LLP
N/A—8,479-8,479-100%$453.8K———
Osaic Holdings, Inc.
N/A—6,748-6,748-100%$361.1K———
Morgan Stanley
N/A—2,954-2,954-100%$158.1K———
BFC Planning, Inc.
N/A—250-250-100%$13.4K———
Steward Partners Investment Advisory, LLC
N/A—100-100-100%$5.4K———
Wells Fargo & Company
N/A—20-20-100%$1.1K———
Royal Bank of Canada
N/A—8-8-100%$0———
Showing 29 of 29 institutions