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 |
|---|---|---|---|---|---|
| Morgan Stanley | 569k | $57M | -2% | Jun 2024 |
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| LPL Financial | 292k | $32M | -13% | Sep 2024 |
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| Wells Fargo & Company | 261k | $29M | 1% | Sep 2024 |
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| Bank of America Corporation | 129k | $14M | 2% | Sep 2024 |
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| Cetera Investment Advisers | 115k | $12M | -11% | Jun 2024 |
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| Commonwealth Equity Services | 90k | $9.9M | -5% | Sep 2024 |
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| Congress Wealth Management LLC / DE / | 79k | $8.7M | 100% | Sep 2024 |
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| Raymond James & Associates | 77k | $8.5M | -6% | Sep 2024 |
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| Cassia Capital Partners | 69k | $7.6M | -3% | Sep 2024 |
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| Royal Bank of Canada | 56k | $6.1M | -34% | Sep 2024 |
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| Envestnet Asset Management | 53k | $5.8M | 2% | Sep 2024 |
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| Good Life Advisors | 51k | $5.6M | -4% | Sep 2024 |
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| HighTower Advisors | 49k | $4.9M | -4% | Jun 2024 |
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| Janney Montgomery Scott | 47k | $5.2M | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 45k | $5.0M | -3% | Sep 2024 |
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| Twin Peaks Wealth Advisors | 42k | $4.6M | -3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 39k | $4.3M | -13% | Sep 2024 |
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| Susquehanna International | 39k | $4.3M | 193% | Sep 2024 |
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| Branch Banking & Trust Company | 38k | $3.7M | -4% | Jun 2024 |
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| Advisor Group Holdings | 35k | $3.9M | -41% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 33k | $3.3M | -44% | Jun 2024 |
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| D.A. Davidson & Co. | 32k | $3.2M | -8% | Jun 2024 |
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| Harbour Investments | 31k | $3.4M | -3% | Sep 2024 |
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| Goldman Sachs Group | 28k | $2.8M | 39% | Jun 2024 |
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| AE Wealth Management | 28k | $3.1M | 1114% | Sep 2024 |
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| Western Wealth Management | 23k | $2.5M | -2% | Sep 2024 |
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| Kestra Advisory Services | 21k | $2.3M | -14% | Sep 2024 |
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| Chicago Partners Investment | 19k | $2.2M | -2% | Sep 2024 |
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| Proactive Wealth Strategies | 19k | $2.1M | 100% | Sep 2024 |
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| Private Advisor | 18k | $2.0M | -14% | Sep 2024 |
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| Lloyd Advisory Services | 16k | $1.8M | 100% | Sep 2024 |
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| Onyx Bridge Wealth Group | 16k | $1.8M | -6% | Sep 2024 |
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| Fernwood Investment Management | 16k | $1.7M | -3% | Sep 2024 |
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| Mariner Wealth Advisors | 13k | $1.5M | 8% | Sep 2024 |
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| Goss Wealth Management | 13k | $1.3M | -9% | Jun 2024 |
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| Citadel Advisors | 13k | $1.4M | -74% | Sep 2024 |
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| Signature Estate and Investment Advisors | 12k | $1.4M | -7% | Sep 2024 |
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| Spectrum Wealth Advisory Group | 12k | $1.4M | -1% | Sep 2024 |
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| Atria Investments | 12k | $1.3M | 3% | Sep 2024 |
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| Steward Partners Investment Advisory | 12k | $1.1M | 1% | Jun 2024 |
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| Stifel Financial | 10k | $1.0M | -39% | Jun 2024 |
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| Pacific Sun Financial Corp | 8.3k | $916k | -5% | Sep 2024 |
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| PCG Wealth Advisors | 8.1k | $898k | -1% | Sep 2024 |
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| Ancora Advisors | 8.0k | $882k | -1% | Sep 2024 |
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| SRS Capital Advisors | 8.0k | $880k | -91% | Sep 2024 |
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| Calton & Associates | 7.8k | $857k | -44% | Sep 2024 |
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| Clarus Wealth Advisors | 7.7k | $849k | 5% | Sep 2024 |
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| Kraft, Davis & Associates | 7.2k | $806k | -28% | Sep 2024 |
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| Creative Planning | 6.7k | $742k | -5% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 6.5k | $717k | -23% | Sep 2024 |
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| H D Vest Advisory Services | 6.4k | $634k | -18% | Jun 2024 |
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| Concentrum Wealth Management | 6.2k | $684k | -3% | Sep 2024 |
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| Impact Partnership Wealth | 6.2k | $681k | 30% | Sep 2024 |
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| NTV Asset Management | 6.1k | $675k | -6% | Sep 2024 |
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| Advisory Services Network | 6.1k | $608k | 0% | Sep 2024 |
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| Investors Research Corp | 6.1k | $672k | -1% | Sep 2024 |
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| Cascade Investment Advisors | 6.1k | $668k | 0% | Sep 2024 |
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| Cornerstone Wealth Management | 6.1k | $667k | -2% | Sep 2024 |
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| Atlas Private Wealth Advisors | 5.6k | $616k | 0% | Sep 2024 |
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| Kovack Advisors | 5.5k | $611k | -7% | Sep 2024 |
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| Equitable Holdings | 5.5k | $543k | -8% | Jun 2024 |
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| Benjamin F. Edwards & Company | 5.4k | $539k | -19% | Jun 2024 |
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| Insigneo Advisory Services | 5.4k | $598k | -17% | Sep 2024 |
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| Benjamin Edwards | 5.4k | $592k | 100% | Sep 2024 |
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| RDA Financial Network | 5.3k | $587k | -4% | Sep 2024 |
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| ICA Group Wealth Management | 5.3k | $529k | 0% | Jun 2024 |
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| Mml Investors Services | 5.0k | $546k | -5% | Sep 2024 |
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| Prospera Financial Services | 4.9k | $541k | -14% | Sep 2024 |
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| Fidelis Capital Partners | 4.6k | $422k | 100% | Sep 2024 |
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| Capital Advisory Group Advisory Services | 4.6k | $502k | 0% | Sep 2024 |
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| Hibernia Wealth Partners | 4.5k | $501k | 100% | Sep 2024 |
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| Colony | 4.5k | $496k | 12% | Sep 2024 |
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| Stratos Wealth Partners | 4.4k | $490k | 10% | Sep 2024 |
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| Old Mission Capital | 4.4k | $440k | 100% | Jun 2024 |
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| Jaffetilchin Investment Partners | 4.1k | $451k | 0% | Sep 2024 |
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| RFG Advisory | 3.9k | $432k | 3% | Sep 2024 |
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| Tcfg Wealth Management | 3.9k | $428k | 100% | Sep 2024 |
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| Eclectic Associates | 3.6k | $399k | 100% | Sep 2024 |
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| BKA Wealth Consulting | 3.6k | $393k | 0% | Sep 2024 |
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| National Asset Management | 3.4k | $342k | -30% | Jun 2024 |
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| Legacy Trust | 3.3k | $367k | 0% | Sep 2024 |
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| CIBC World Markets | 3.1k | $345k | -7% | Sep 2024 |
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| Advisory Alpha | 3.1k | $344k | -21% | Sep 2024 |
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| CI Private Wealth | 3.1k | $340k | -42% | Sep 2024 |
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| CWM | 3.0k | $336k | -11% | Sep 2024 |
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| Tyler-Stone Wealth Management | 3.0k | $327k | 100% | Sep 2024 |
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| Patten | 3.0k | $327k | -4% | Sep 2024 |
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| Alpha Omega Group | 3.0k | $325k | 0% | Sep 2024 |
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| Captrust Financial Advisors | 2.9k | $321k | 40% | Sep 2024 |
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| Hanson McClain Advisors | 2.7k | $303k | 0% | Sep 2024 |
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| Smith, Moore & Co. | 2.7k | $300k | -4% | Sep 2024 |
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| Accel Wealth Management | 2.7k | $298k | -23% | Sep 2024 |
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| Wedbush Morgan Securities | 2.7k | $292k | 0% | Sep 2024 |
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| Accredited Investors | 2.6k | $292k | 0% | Sep 2024 |
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| Paul Damon & Associates | 2.5k | $280k | 0% | Sep 2024 |
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| Oppenheimer & Co | 2.4k | $266k | -1% | Sep 2024 |
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| Money Concepts Capital Corp | 2.4k | $264k | 0% | Sep 2024 |
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| Cottonwood Capital Advisors | 2.4k | $259k | -92% | Sep 2024 |
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| Wiser Advisor Group | 2.3k | $230k | -2% | Jun 2024 |
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| Snowden Capital Advisors | 2.3k | $251k | 3% | Sep 2024 |
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| Purus Wealth Management | 2.2k | $243k | 0% | Sep 2024 |
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| Commerce Bank N A | 2.2k | $242k | 0% | Sep 2024 |
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| Sanctuary Advisors | 2.2k | $218k | 100% | Jun 2024 |
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| Smart Portfolios | 2.2k | $238k | -1% | Sep 2024 |
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| Advisory Resource Group | 2.1k | $209k | 0% | Jun 2024 |
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| Pnc Financial Services | 2.1k | $230k | -27% | Sep 2024 |
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| Kayne Anderson Rudnick Investment Management | 2.1k | $226k | 0% | Sep 2024 |
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| Synovus Financial Corp. | 2.0k | $221k | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 2.0k | $216k | 100% | Sep 2024 |
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| Citigroup | 1.7k | $183k | 0% | Sep 2024 |
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| Private Trust Co Na | 1.6k | $164k | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 1.2k | $136k | 103% | Sep 2024 |
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| Nbc Securities | 1.2k | $132k | 0% | Sep 2024 |
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| Continuum Advisory | 1.2k | $144k | 0% | Sep 2024 |
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| Smithfield Trust Company | 1.1k | $118k | 0% | Sep 2024 |
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| Principal Securities | 991.00 | $109k | -23% | Sep 2024 |
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| City Holding | 900.00 | $99k | 0% | Sep 2024 |
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| Spire Wealth Management | 638.00 | $70k | 0% | Sep 2024 |
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| Hexagon Capital Partners | 614.00 | $68k | 0% | Sep 2024 |
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| Summit Investment Advisors | 601.00 | $66k | 0% | Sep 2024 |
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| VitalStone Financial | 573.00 | $63k | -13% | Sep 2024 |
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| Luken Investment Analytics | 565.00 | $62k | 0% | Sep 2024 |
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| Geneos Wealth Management | 500.00 | $50k | -23% | Jun 2024 |
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| Global Retirement Partners | 477.00 | $53k | 0% | Sep 2024 |
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| Pathway Financial Advisers | 470.00 | $52k | 100% | Sep 2024 |
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| Jpmorgan Chase & Co | 444.00 | $49k | 35% | Sep 2024 |
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| William Blair $ Company | 440.00 | $49k | 0% | Sep 2024 |
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| Sandy Spring Bank | 400.00 | $44k | 0% | Sep 2024 |
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| GPS Wealth Strategies Group | 384.00 | $42k | 0% | Sep 2024 |
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| IFP Advisors | 325.00 | $32k | 0% | Jun 2024 |
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| Beaird Harris Wealth Management | 274.00 | $27k | 0% | Jun 2024 |
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| Mather Group | 243.00 | $27k | 0% | Sep 2024 |
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| Pineridge Advisors | 232.00 | $26k | 100% | Sep 2024 |
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| Authentikos Wealth Advisory | 222.00 | $25k | 100% | Sep 2024 |
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| CoreCap Advisors | 192.00 | $21k | 100% | Sep 2024 |
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| Prestige Wealth Management Group | 177.00 | $20k | 0% | Sep 2024 |
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| GeoWealth Management | 172.00 | $19k | 100% | Sep 2024 |
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| IAG Wealth Partners | 125.00 | $14k | 100% | Sep 2024 |
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| Carolinas Wealth Consulting | 104.00 | $12k | 0% | Sep 2024 |
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| Sunbelt Securities | 104.00 | $10k | 0% | Jun 2024 |
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| GAMMA Investing | 100.00 | $11k | 0% | Sep 2024 |
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| Indiana Trust & Investment Management | 99.00 | $11k | 100% | Sep 2024 |
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| O'shaughnessy Asset Management | 88.00 | $10k | 0% | Sep 2024 |
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| Rosenberg Matthew Hamilton | 86.00 | $9.5k | 100% | Sep 2024 |
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| Halpern Financial | 70.00 | $7.7k | 0% | Sep 2024 |
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| Hazlett, Burt & Watson | 67.00 | $7.0k | -43% | Sep 2024 |
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| Kozak & Associates | 63.00 | $7.2k | 0% | Sep 2024 |
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| FSA Wealth Management | 51.00 | $5.6k | 0% | Sep 2024 |
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| Abich Financial Wealth Management | 44.00 | $4.8k | -77% | Sep 2024 |
|
Who sold out of First Trust IPOX-100 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 9.3k | $927k |
| Pinnacle Family Advisors | Mar 2024 | 6.8k | $723k |
| IFG Advisory | Jun 2024 | 6.7k | $662k |
| Two Sigma Advisers | Mar 2024 | 4.3k | $455k |
| Ameritas Advisory Services | Jun 2024 | 3.1k | $308k |
| International Assets Investment Management | Jun 2024 | 624.00 | $62k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2024 | 200.00 | $20k |
| Register Financial Advisors | Jun 2024 | 124.00 | $12k |
| Us Bancorp | Jun 2024 | 100.00 | $9.9k |