Who owns FPA?
First Trust Asia Pacific Ex-Japan AlphaDEX Fund · First Trust
27 institutions reported holding FPA, worth $109.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FPA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| First Trust Advisors LP | Wheaton, IL | $63.4M | 1,185,499 | New position |
| W1M Asset Management Ltd | London, United Kingdom | $14.4M | 270,250 | +14,840 shares |
| &Partners | Nashville, TN | $8.0M | 149,166 | New position |
| Advisory Services Network, LLC | Atlanta, GA | $4.3M | 79,829 | New position |
| LPL Financial LLC | Fort Mill, SC | $2.7M | 50,015 | −3,427 shares |
| Rathbones Group PLC | Liverpool, United Kingdom | $2.4M | 45,737 | +3,529 shares |
| Jane Street Group, LLC | New York, NY | $2.4M | 44,056 | +38,582 shares |
| RPg Family Wealth Advisory, LLC | Burlington, MA | $2.0M | 37,444 | +18,348 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.3M | 23,655 | New position |
| Dunhill Financial, LLC | London, United Kingdom | $1.2M | 22,827 | −8,240 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FPA?
27 institutional managers reported holding FPA in Form 13F filings for June 30, 2026, worth $109.7M in total. The largest reported position was held by First Trust Advisors LP, at $63.4M.
Did institutions buy or sell FPA last quarter?
Reported 13F value rose 395.9% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FPA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.