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
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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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 262k | $25M | -3% | Dec 2023 |
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| Bank of America Corporation | 127k | $12M | -12% | Dec 2023 |
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| Commonwealth Equity Services | 117k | $11M | -10% | Dec 2023 |
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| SRS Capital Advisors | 93k | $8.9M | 1% | Dec 2023 |
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| Royal Bank of Canada | 89k | $8.6M | 27% | Dec 2023 |
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| Raymond James & Associates | 84k | $8.9M | -7% | Mar 2024 |
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| Advisor Group Holdings | 73k | $7.0M | -20% | Dec 2023 |
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| Cambridge Investment Research Advisors | 72k | $6.9M | -36% | Dec 2023 |
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| Cassia Capital Partners | 68k | $7.2M | 6% | Mar 2024 |
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| HighTower Advisors | 66k | $6.4M | 81% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 59k | $6.3M | -11% | Mar 2024 |
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| Janney Montgomery Scott | 58k | $5.6M | 0% | Dec 2023 |
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| Good Life Advisors | 57k | $5.4M | 2% | Dec 2023 |
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| UBS Group | 51k | $4.9M | -1% | Dec 2023 |
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| Twin Peaks Wealth Advisors | 47k | $4.5M | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 47k | $4.9M | 0% | Mar 2024 |
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| Ascension Capital Advisors | 45k | $4.3M | 0% | Dec 2023 |
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| Citadel Advisors | 41k | $3.9M | -2% | Dec 2023 |
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| Branch Banking & Trust Company | 40k | $3.8M | -4% | Dec 2023 |
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| D.A. Davidson & Co. | 38k | $3.6M | -6% | Dec 2023 |
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| Prospera Financial Services | 37k | $3.6M | -1% | Dec 2023 |
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| Harbour Investments | 33k | $3.1M | -2% | Dec 2023 |
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| Kestra Advisory Services | 31k | $2.9M | -9% | Dec 2023 |
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| Western Wealth Management | 24k | $2.3M | -3% | Dec 2023 |
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| Private Advisor | 23k | $2.2M | 9% | Dec 2023 |
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| Advisory Alpha | 23k | $2.2M | -4% | Dec 2023 |
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| Onyx Bridge Wealth Group | 20k | $1.9M | -23% | Dec 2023 |
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| Chicago Partners Investment | 19k | $1.7M | -7% | Dec 2023 |
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| AE Wealth Management | 17k | $1.6M | -29% | Dec 2023 |
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| Stifel Financial | 16k | $1.5M | -47% | Dec 2023 |
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| Fernwood Investment Management | 16k | $1.5M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 16k | $1.5M | 21% | Dec 2023 |
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| Calton & Associates | 15k | $1.6M | -3% | Mar 2024 |
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| Cedar Brook Financial Partners | 14k | $1.5M | -1% | Mar 2024 |
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| Kraft, Davis & Associates | 14k | $1.3M | -25% | Dec 2023 |
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| H D Vest Advisory Services | 13k | $1.2M | -7% | Dec 2023 |
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| Atria Investments | 13k | $1.2M | 2% | Dec 2023 |
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| Spectrum Wealth Advisory Group | 12k | $1.3M | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 11k | $1.1M | -10% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 10k | $954k | -10% | Dec 2023 |
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| Insigneo Advisory Services | 9.4k | $905k | -3% | Dec 2023 |
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| Pacific Sun Financial Corp | 9.2k | $879k | -5% | Dec 2023 |
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| Wedbush Morgan Securities | 9.0k | $860k | -2% | Dec 2023 |
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| Ancora Advisors | 8.6k | $826k | -8% | Dec 2023 |
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| PCG Wealth Advisors | 8.2k | $870k | -12% | Mar 2024 |
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| Clarus Wealth Advisors | 7.7k | $787k | -12% | Mar 2024 |
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| Two Sigma Advisers | 7.6k | $729k | 100% | Dec 2023 |
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| Concentrum Wealth Management | 7.0k | $670k | -3% | Dec 2023 |
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| NTV Asset Management | 6.9k | $665k | -9% | Dec 2023 |
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| IFG Advisory | 6.9k | $662k | -3% | Dec 2023 |
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| Benjamin F. Edwards & Company | 6.8k | $650k | -4% | Dec 2023 |
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| Cornerstone Wealth Management | 6.7k | $708k | -26% | Mar 2024 |
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| Atlas Private Wealth Advisors | 6.6k | $634k | -17% | Dec 2023 |
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| Advisory Services Network | 6.6k | $632k | 1% | Dec 2023 |
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| Dfpg Investments | 6.5k | $589k | 0% | Dec 2023 |
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| Hibernia Wealth Partners | 6.2k | $590k | -38% | Dec 2023 |
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| CI Private Wealth | 6.1k | $587k | -8% | Dec 2023 |
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| Pnc Financial Services | 5.9k | $568k | -27% | Dec 2023 |
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| Cascade Investment Advisors | 5.9k | $565k | 4% | Dec 2023 |
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| RDA Financial Network | 5.6k | $591k | 0% | Mar 2024 |
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| Investors Research Corp | 5.6k | $533k | 7% | Dec 2023 |
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| Capital Advisory Group Advisory Services | 5.3k | $562k | -3% | Mar 2024 |
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| ICA Group Wealth Management | 5.3k | $505k | 16% | Dec 2023 |
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| Stratos Wealth Partners | 5.0k | $526k | -19% | Mar 2024 |
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| Moloney Securities Asset Management | 4.6k | $438k | -4% | Dec 2023 |
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| Impact Partnership Wealth | 4.5k | $432k | -72% | Dec 2023 |
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| Accel Wealth Management | 4.2k | $443k | -6% | Mar 2024 |
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| Creative Planning | 4.1k | $395k | 0% | Dec 2023 |
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| National Asset Management | 3.9k | $374k | -20% | Dec 2023 |
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| InterOcean Capital Group | 3.9k | $373k | 0% | Dec 2023 |
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| RFG Advisory | 3.6k | $384k | 19% | Mar 2024 |
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| BKA Wealth Consulting | 3.6k | $377k | 0% | Mar 2024 |
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| CWM | 3.5k | $374k | -1% | Mar 2024 |
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| Legacy Trust | 3.3k | $319k | 0% | Dec 2023 |
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| Patten | 3.1k | $324k | 2% | Mar 2024 |
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| Alpha Omega Group | 2.9k | $277k | 100% | Dec 2023 |
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| Apollon Wealth Management | 2.9k | $274k | 100% | Dec 2023 |
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| Gladstone Institutional Advisory | 2.8k | $273k | -31% | Dec 2023 |
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| Hanson McClain Advisors | 2.7k | $264k | 0% | Dec 2023 |
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| Cottonwood Capital Advisors | 2.7k | $263k | 0% | Dec 2023 |
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| Accredited Investors | 2.6k | $254k | 0% | Dec 2023 |
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| Money Concepts Capital Corp | 2.6k | $249k | -7% | Dec 2023 |
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| Paul Damon & Associates | 2.5k | $269k | -1% | Mar 2024 |
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| Snowden Capital Advisors | 2.5k | $243k | -1% | Dec 2023 |
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| Purus Wealth Management | 2.4k | $251k | -2% | Mar 2024 |
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| Wayne Hummer Investments | 2.4k | $227k | -2% | Dec 2023 |
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| Meitav Dash Investments | 2.4k | $230k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 2.3k | $218k | 100% | Dec 2023 |
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| Two Sigma Securities | 2.2k | $216k | -25% | Dec 2023 |
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| Commerce Bank N A | 2.2k | $211k | 100% | Dec 2023 |
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| Integrity Financial Corp | 2.1k | $203k | -11% | Dec 2023 |
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| Advisory Resource Group | 2.1k | $202k | 100% | Dec 2023 |
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| Epiq Partners | 2.0k | $212k | 100% | Mar 2024 |
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| Dynamic Advisors Solutions | 1.9k | $203k | 100% | Mar 2024 |
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| Citigroup | 1.8k | $174k | -2% | Dec 2023 |
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| Prestige Wealth Management Group | 1.7k | $159k | 0% | Dec 2023 |
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| Principal Securities | 1.6k | $153k | 100% | Dec 2023 |
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| Tyler-Stone Wealth Management | 1.5k | $142k | 0% | Dec 2023 |
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| Nbc Securities | 1.4k | $147k | 1% | Mar 2024 |
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| Private Trust Co Na | 1.4k | $131k | 0% | Dec 2023 |
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| Smithfield Trust Company | 1.1k | $110k | 0% | Dec 2023 |
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| City Holding | 900.00 | $95k | 0% | Mar 2024 |
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| Geneos Wealth Management | 875.00 | $84k | -10% | Dec 2023 |
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| VitalStone Financial | 873.00 | $84k | -9% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 810.00 | $78k | 0% | Dec 2023 |
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| Able Wealth Management | 784.00 | $75k | 100% | Dec 2023 |
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| Atlas Capital Advisors | 650.00 | $69k | 0% | Mar 2024 |
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| Spire Wealth Management | 638.00 | $60k | 0% | Dec 2023 |
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| Hexagon Capital Partners | 614.00 | $65k | 0% | Mar 2024 |
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| Summit Investment Advisors | 601.00 | $58k | 0% | Dec 2023 |
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| Luken Investment Analytics | 565.00 | $54k | 0% | Dec 2023 |
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| Northwest Financial Advisors | 476.00 | $46k | 100% | Dec 2023 |
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| IFP Advisors | 465.00 | $45k | -39% | Dec 2023 |
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| Jpmorgan Chase & Co | 444.00 | $43k | 14% | Dec 2023 |
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| William Blair $ Company | 440.00 | $42k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 436.00 | $42k | -10% | Dec 2023 |
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| Global Retirement Partners | 418.00 | $39k | 0% | Dec 2023 |
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| Sandy Spring Bank | 400.00 | $38k | 0% | Dec 2023 |
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| Tanglewood Legacy Advisors | 385.00 | $41k | 0% | Mar 2024 |
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| Beaird Harris Wealth Management | 274.00 | $26k | 0% | Dec 2023 |
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| Mather Group | 243.00 | $23k | 100% | Mar 2024 |
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| CarsonAllaria Wealth Management | 238.00 | $23k | 100% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 233.00 | $24k | -39% | Mar 2024 |
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| Us Bancorp | 165.00 | $16k | 100% | Dec 2023 |
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| Baystate Wealth Management | 140.00 | $13k | 0% | Dec 2023 |
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| Register Financial Advisors | 124.00 | $13k | 100% | Mar 2024 |
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| Hazlett, Burt & Watson | 117.00 | $11k | 0% | Dec 2023 |
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| Sunbelt Securities | 104.00 | $11k | 0% | Mar 2024 |
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| GAMMA Investing | 100.00 | $11k | 100% | Mar 2024 |
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| O'shaughnessy Asset Management | 93.00 | $8.9k | -62% | Dec 2023 |
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| Castleview Partners | 77.00 | $7.4k | 0% | Dec 2023 |
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| Halpern Financial | 70.00 | $7.3k | 0% | Mar 2024 |
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| Capital Analysts | 70.00 | $7.0k | 0% | Dec 2023 |
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| Kozak & Associates | 63.00 | $5.8k | -6% | Dec 2023 |
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| FSA Wealth Management | 51.00 | $5.0k | 100% | Dec 2023 |
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| TD Waterhouse Canada | 50.00 | $4.5k | 0% | Dec 2023 |
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| ORG Partners | 29.00 | $2.8k | 100% | Dec 2023 |
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| Wolff Wiese Magana | 8.00 | $847.000000 | 0% | Mar 2024 |
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| DHJJ Financial Advisors | 6.00 | $634.999800 | 0% | Mar 2024 |
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| Proequities | 0 | $0 | -100% | Dec 2023 |
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Who sold out of First Trust IPOX-100 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ethos Financial Group | Sep 2023 | 76k | $6.4M |
| Kovack Advisors | Dec 2023 | 6.1k | $583k |
| Whittier Trust | Sep 2023 | 1.1k | $96k |
| Bank Of Montreal | Sep 2023 | 165.00 | $15k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 95.00 | $9.1k |
| Byrne Asset Management | Dec 2023 | 15.00 | $1.5k |