Who owns First Trust IPOX-100 Index Fund?
- Ticker: FPX
- CUSIP Number: 336920103
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust IPOX-100 Index Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of First Trust IPOX-100 Index Fund stock
Who bought or sold First Trust IPOX-100 Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 583k | $62M | -11% | Mar 2024 |
|
| LPL Financial | 339k | $36M | -5% | Mar 2024 |
|
| Wells Fargo & Company | 260k | $28M | -1% | Mar 2024 |
|
| Bank of America Corporation | 127k | $13M | 0% | Mar 2024 |
|
| Commonwealth Equity Services | 105k | $11M | -10% | Mar 2024 |
|
| SRS Capital Advisors | 93k | $8.9M | 1% | Dec 2023 |
|
| Royal Bank of Canada | 85k | $9.0M | -4% | Mar 2024 |
|
| Raymond James & Associates | 84k | $8.9M | -7% | Mar 2024 |
|
| SageView Advisory Group | 72k | $3.3M | 100% | Mar 2024 |
|
| Cassia Capital Partners | 68k | $7.2M | 6% | Mar 2024 |
|
| Ameriprise Financial | 67k | $7.1M | -21% | Mar 2024 |
|
| Advisor Group Holdings | 60k | $6.3M | -18% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 59k | $6.3M | -11% | Mar 2024 |
|
| Good Life Advisors | 56k | $6.0M | -1% | Mar 2024 |
|
| Envestnet Asset Management | 55k | $5.8M | -38% | Mar 2024 |
|
| UBS Group | 52k | $5.5M | 2% | Mar 2024 |
|
| HighTower Advisors | 51k | $5.4M | -23% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 48k | $5.1M | -33% | Mar 2024 |
|
| Janney Montgomery Scott | 47k | $5.0M | -19% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 47k | $4.9M | 0% | Mar 2024 |
|
| Twin Peaks Wealth Advisors | 44k | $4.7M | -6% | Mar 2024 |
|
| Branch Banking & Trust Company | 39k | $4.2M | 0% | Mar 2024 |
|
| Prospera Financial Services | 37k | $3.6M | -1% | Dec 2023 |
|
| D.A. Davidson & Co. | 35k | $3.7M | -7% | Mar 2024 |
|
| Harbour Investments | 33k | $3.1M | -2% | Dec 2023 |
|
| Kestra Advisory Services | 31k | $2.9M | -9% | Dec 2023 |
|
| Cottonwood Capital Advisors | 28k | $2.3M | 927% | Mar 2024 |
|
| Western Wealth Management | 24k | $2.5M | -1% | Mar 2024 |
|
| Private Advisor | 22k | $2.3M | -4% | Mar 2024 |
|
| Goldman Sachs Group | 20k | $2.1M | 100% | Mar 2024 |
|
| Chicago Partners Investment | 20k | $2.0M | 6% | Mar 2024 |
|
| Advisory Alpha | 19k | $2.0M | -16% | Mar 2024 |
|
| Onyx Bridge Wealth Group | 18k | $1.8M | -10% | Mar 2024 |
|
| Stifel Financial | 16k | $1.7M | 4% | Mar 2024 |
|
| Fernwood Investment Management | 16k | $1.7M | 2% | Mar 2024 |
|
| Calton & Associates | 15k | $1.6M | -3% | Mar 2024 |
|
| Mariner Wealth Advisors | 15k | $1.5M | -8% | Mar 2024 |
|
| Cedar Brook Financial Partners | 14k | $1.5M | -1% | Mar 2024 |
|
| Goss Wealth Management | 14k | $1.5M | -11% | Mar 2024 |
|
| Kraft, Davis & Associates | 13k | $1.3M | -6% | Mar 2024 |
|
| Atria Investments | 13k | $1.2M | 2% | Dec 2023 |
|
| Spectrum Wealth Advisory Group | 12k | $1.3M | 0% | Mar 2024 |
|
| Steward Partners Investment Advisory | 11k | $1.2M | 4% | Mar 2024 |
|
| Susquehanna International | 11k | $1.2M | -49% | Mar 2024 |
|
| Citadel Advisors | 10k | $1.1M | -75% | Mar 2024 |
|
| Householder Group Estate & Retirement Specialist | 9.6k | $1.0M | -3% | Mar 2024 |
|
| Wedbush Morgan Securities | 9.0k | $860k | -2% | Dec 2023 |
|
| Pacific Sun Financial Corp | 8.9k | $946k | -3% | Mar 2024 |
|
| Ancora Advisors | 8.3k | $879k | -4% | Mar 2024 |
|
| PCG Wealth Advisors | 8.2k | $870k | -12% | Mar 2024 |
|
| Insigneo Advisory Services | 7.8k | $829k | -17% | Mar 2024 |
|
| H D Vest Advisory Services | 7.8k | $826k | -38% | Mar 2024 |
|
| Clarus Wealth Advisors | 7.7k | $787k | -12% | Mar 2024 |
|
| Pinnacle Family Advisors | 6.8k | $723k | 100% | Mar 2024 |
|
| NTV Asset Management | 6.8k | $723k | -1% | Mar 2024 |
|
| Cornerstone Wealth Management | 6.7k | $708k | -26% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 6.7k | $707k | -1% | Mar 2024 |
|
| Concentrum Wealth Management | 6.6k | $699k | -5% | Mar 2024 |
|
| Dfpg Investments | 6.5k | $589k | 0% | Dec 2023 |
|
| Advisory Services Network | 6.1k | $648k | -7% | Mar 2024 |
|
| Hibernia Wealth Partners | 6.0k | $640k | -2% | Mar 2024 |
|
| Investors Research Corp | 6.0k | $636k | 8% | Mar 2024 |
|
| Cascade Investment Advisors | 6.0k | $634k | 2% | Mar 2024 |
|
| RDA Financial Network | 5.6k | $591k | 0% | Mar 2024 |
|
| CI Private Wealth | 5.3k | $563k | -13% | Mar 2024 |
|
| ICA Group Wealth Management | 5.3k | $564k | 1% | Mar 2024 |
|
| Capital Advisory Group Advisory Services | 5.3k | $562k | -3% | Mar 2024 |
|
| FMR | 5.0k | $528k | 45% | Mar 2024 |
|
| Stratos Wealth Partners | 5.0k | $526k | -19% | Mar 2024 |
|
| National Asset Management | 4.9k | $411k | 26% | Mar 2024 |
|
| Impact Partnership Wealth | 4.6k | $485k | 2% | Mar 2024 |
|
| Pnc Financial Services | 4.5k | $480k | -23% | Mar 2024 |
|
| Two Sigma Advisers | 4.3k | $455k | -43% | Mar 2024 |
|
| Accel Wealth Management | 4.2k | $443k | -6% | Mar 2024 |
|
| Creative Planning | 4.1k | $436k | 0% | Mar 2024 |
|
| Jaffetilchin Investment Partners | 4.1k | $434k | -2% | Mar 2024 |
|
| InterOcean Capital Group | 3.9k | $373k | 0% | Dec 2023 |
|
| CIBC World Markets | 3.6k | $386k | -20% | Mar 2024 |
|
| RFG Advisory | 3.6k | $384k | 19% | Mar 2024 |
|
| BKA Wealth Consulting | 3.6k | $377k | 0% | Mar 2024 |
|
| CWM | 3.5k | $374k | -1% | Mar 2024 |
|
| Legacy Trust | 3.3k | $352k | 0% | Mar 2024 |
|
| Atlas Private Wealth Advisors | 3.2k | $334k | -52% | Mar 2024 |
|
| Patten | 3.1k | $324k | 2% | Mar 2024 |
|
| Alpha Omega Group | 2.9k | $311k | 2% | Mar 2024 |
|
| Gladstone Institutional Advisory | 2.8k | $273k | -31% | Dec 2023 |
|
| Hanson McClain Advisors | 2.8k | $300k | 3% | Mar 2024 |
|
| Smith, Moore & Co. | 2.8k | $299k | 100% | Mar 2024 |
|
| Lineweaver Wealth Advisors | 2.7k | $544k | 100% | Mar 2024 |
|
| Accredited Investors | 2.6k | $280k | 0% | Mar 2024 |
|
| Money Concepts Capital Corp | 2.6k | $275k | 0% | Mar 2024 |
|
| AE Wealth Management | 2.6k | $274k | -85% | Mar 2024 |
|
| Paul Damon & Associates | 2.5k | $269k | -1% | Mar 2024 |
|
| Snowden Capital Advisors | 2.5k | $269k | 0% | Mar 2024 |
|
| Oppenheimer & Co | 2.4k | $258k | -11% | Mar 2024 |
|
| Captrust Financial Advisors | 2.4k | $254k | 5% | Mar 2024 |
|
| Purus Wealth Management | 2.4k | $251k | -2% | Mar 2024 |
|
| Wiser Advisor Group | 2.4k | $251k | 100% | Mar 2024 |
|
| Commerce Bank N A | 2.2k | $233k | 0% | Mar 2024 |
|
| Advisory Resource Group | 2.1k | $223k | 0% | Mar 2024 |
|
| Wayne Hummer Investments | 2.0k | $212k | -15% | Mar 2024 |
|
| Epiq Partners | 2.0k | $212k | 100% | Mar 2024 |
|
| Dynamic Advisors Solutions | 1.9k | $203k | 100% | Mar 2024 |
|
| Jane Street | 1.9k | $202k | 100% | Mar 2024 |
|
| Apollon Wealth Management | 1.9k | $202k | -33% | Mar 2024 |
|
| Citigroup | 1.7k | $175k | -9% | Mar 2024 |
|
| Private Trust Co Na | 1.6k | $174k | 20% | Mar 2024 |
|
| Principal Securities | 1.6k | $169k | 0% | Mar 2024 |
|
| Tyler-Stone Wealth Management | 1.5k | $157k | 0% | Mar 2024 |
|
| Nbc Securities | 1.4k | $147k | 1% | Mar 2024 |
|
| Continuum Advisory | 1.2k | $122k | 100% | Mar 2024 |
|
| Smithfield Trust Company | 1.1k | $113k | -7% | Mar 2024 |
|
| City Holding | 900.00 | $95k | 0% | Mar 2024 |
|
| Able Wealth Management | 784.00 | $75k | 100% | Dec 2023 |
|
| VitalStone Financial | 733.00 | $78k | -16% | Mar 2024 |
|
| Atlas Capital Advisors | 650.00 | $69k | 0% | Mar 2024 |
|
| Geneos Wealth Management | 650.00 | $69k | -26% | Mar 2024 |
|
| Spire Wealth Management | 638.00 | $68k | 0% | Mar 2024 |
|
| Hexagon Capital Partners | 614.00 | $65k | 0% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 608.00 | $64k | 0% | Mar 2024 |
|
| Summit Investment Advisors | 601.00 | $64k | 0% | Mar 2024 |
|
| Luken Investment Analytics | 565.00 | $60k | 0% | Mar 2024 |
|
| Global Retirement Partners | 477.00 | $51k | 14% | Mar 2024 |
|
| Northwest Financial Advisors | 476.00 | $50k | 0% | Mar 2024 |
|
| IFP Advisors | 465.00 | $45k | -39% | Dec 2023 |
|
| William Blair $ Company | 440.00 | $47k | 0% | Mar 2024 |
|
| Sandy Spring Bank | 400.00 | $42k | 0% | Mar 2024 |
|
| Tanglewood Legacy Advisors | 385.00 | $41k | 0% | Mar 2024 |
|
| GPS Wealth Strategies Group | 384.00 | $41k | -12% | Mar 2024 |
|
| Jpmorgan Chase & Co | 330.00 | $35k | -26% | Mar 2024 |
|
| Beaird Harris Wealth Management | 274.00 | $29k | 0% | Mar 2024 |
|
| Mather Group | 243.00 | $23k | 100% | Mar 2024 |
|
| Rosenberg Matthew Hamilton | 233.00 | $24k | -39% | Mar 2024 |
|
| Prestige Wealth Management Group | 177.00 | $19k | -89% | Mar 2024 |
|
| Baystate Wealth Management | 140.00 | $13k | 0% | Dec 2023 |
|
| Register Financial Advisors | 124.00 | $13k | 100% | Mar 2024 |
|
| Hazlett, Burt & Watson | 117.00 | $12k | 0% | Mar 2024 |
|
| Sunbelt Securities | 104.00 | $11k | 0% | Mar 2024 |
|
| GAMMA Investing | 100.00 | $11k | 100% | Mar 2024 |
|
| O'shaughnessy Asset Management | 88.00 | $9.3k | -5% | Mar 2024 |
|
| Castleview Partners | 77.00 | $8.1k | 0% | Mar 2024 |
|
| Halpern Financial | 70.00 | $7.3k | 0% | Mar 2024 |
|
| Capital Analysts | 70.00 | $7.0k | 0% | Mar 2024 |
|
| Kozak & Associates | 63.00 | $6.5k | 0% | Mar 2024 |
|
| FSA Wealth Management | 51.00 | $5.4k | 0% | Mar 2024 |
|
| TD Waterhouse Canada | 50.00 | $5.2k | 0% | Mar 2024 |
|
| Brian McDonald | 33.00 | $3.5k | -6% | Mar 2024 |
|
| Wolff Wiese Magana | 8.00 | $847.000000 | 0% | Mar 2024 |
|
| DHJJ Financial Advisors | 6.00 | $634.999800 | 0% | Mar 2024 |
|
| Tower Research Capital | 4.00 | $423.000000 | -94% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of First Trust IPOX-100 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| TMD Wealth Management | Sep 2023 | 48k | $4.0M |
| Ascension Capital Advisors | Dec 2023 | 45k | $4.3M |
| IFG Advisory | Dec 2023 | 6.9k | $662k |
| Kovack Advisors | Dec 2023 | 6.1k | $583k |
| Moloney Securities Asset Management | Dec 2023 | 4.6k | $438k |
| Meitav Dash Investments | Dec 2023 | 2.4k | $230k |
| Two Sigma Securities | Dec 2023 | 2.2k | $216k |
| Integrity Financial Corp | Dec 2023 | 2.1k | $203k |
| Nelson, Van Denburg & Campbell Wealth Management | Dec 2023 | 810.00 | $78k |
| CarsonAllaria Wealth Management | Dec 2023 | 238.00 | $23k |
| RE Dickinson Investment Advisors | Sep 2023 | 200.00 | $17k |
| Us Bancorp | Dec 2023 | 165.00 | $16k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 95.00 | $9.1k |
| ORG Partners | Dec 2023 | 29.00 | $2.8k |
| Byrne Asset Management | Dec 2023 | 15.00 | $1.5k |