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 | 580k | $84M | 100% | Jun 2025 |
|
| LPL Financial | 486k | $81M | 3% | Sep 2025 |
|
| Wells Fargo & Company | 329k | $55M | 5% | Sep 2025 |
|
| Raymond James Financial | 157k | $26M | 8% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 99k | $14M | 0% | Jun 2025 |
|
| Advisor Group Holdings | 96k | $16M | 214% | Sep 2025 |
|
| Cetera Investment Advisers | 92k | $15M | 4% | Sep 2025 |
|
| Commonwealth Equity Services | 88k | $15M | 2% | Sep 2025 |
|
| Cassia Capital Partners | 64k | $11M | -1% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 57k | $9.4M | -6% | Sep 2025 |
|
| Royal Bank of Canada | 54k | $9.0M | 15% | Sep 2025 |
|
| UBS Group | 52k | $8.7M | 14% | Sep 2025 |
|
| Bnp Paribas Arbitrage, Snc | 50k | $8.3M | 100% | Sep 2025 |
|
| Janney Montgomery Scott | 49k | $8.2M | 2% | Sep 2025 |
|
| Envestnet Asset Management | 48k | $8.0M | 6% | Sep 2025 |
|
| Goss Wealth Management | 42k | $7.0M | -2% | Sep 2025 |
|
| Twin Peaks Wealth Advisors | 36k | $5.9M | -5% | Sep 2025 |
|
| Ameriprise Financial | 35k | $5.8M | -5% | Sep 2025 |
|
| Branch Banking & Trust Company | 33k | $5.4M | 3% | Sep 2025 |
|
| Harbour Investments | 29k | $4.8M | 0% | Sep 2025 |
|
| HighTower Advisors | 27k | $4.5M | -3% | Sep 2025 |
|
| D.A. Davidson & Co. | 26k | $4.4M | 0% | Sep 2025 |
|
| Susquehanna International | 26k | $4.3M | -11% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 26k | $4.2M | -2% | Sep 2025 |
|
| NTV Asset Management | 24k | $4.0M | 1% | Sep 2025 |
|
| Western Wealth Management | 20k | $3.4M | -1% | Sep 2025 |
|
| Chicago Partners Investment | 20k | $3.4M | 6% | Sep 2025 |
|
| Proactive Wealth Strategies | 20k | $3.4M | 0% | Sep 2025 |
|
| Golden State Wealth Management | 19k | $3.1M | -3% | Sep 2025 |
|
| Good Life Advisors | 18k | $2.6M | -22% | Jun 2025 |
|
| Kestra Advisory Services | 18k | $2.9M | -20% | Sep 2025 |
|
| Mariner Wealth Advisors | 17k | $2.9M | 1% | Sep 2025 |
|
| Onyx Bridge Wealth Group | 16k | $2.7M | 1% | Sep 2025 |
|
| IFG Advisory | 16k | $2.7M | 96% | Sep 2025 |
|
| Private Advisor | 16k | $2.6M | 0% | Sep 2025 |
|
| Calton & Associates | 15k | $2.6M | 14% | Sep 2025 |
|
| Equitable Holdings | 12k | $2.0M | 369% | Sep 2025 |
|
| Steward Partners Investment Advisory | 12k | $1.9M | 0% | Sep 2025 |
|
| Spectrum Wealth Advisory Group | 12k | $1.9M | -1% | Sep 2025 |
|
| Signature Estate and Investment Advisors | 12k | $1.9M | 0% | Sep 2025 |
|
| Atria Investments | 11k | $1.9M | -6% | Sep 2025 |
|
| Baird Financial | 11k | $1.8M | 1% | Sep 2025 |
|
| Mml Investors Services | 10k | $1.7M | 30% | Sep 2025 |
|
| Stifel Financial | 9.2k | $1.5M | 9% | Sep 2025 |
|
| Sigma Planning | 9.2k | $1.5M | 95% | Sep 2025 |
|
| Impact Partnership Wealth | 9.0k | $1.5M | 27% | Sep 2025 |
|
| Farther Finance Advisors | 8.2k | $1.4M | 892% | Sep 2025 |
|
| Prudential | 8.0k | $1.3M | 100% | Sep 2025 |
|
| Pacific Sun Financial Corp | 8.0k | $1.3M | -1% | Sep 2025 |
|
| PCG Wealth Advisors | 8.0k | $1.3M | 0% | Sep 2025 |
|
| Captrust Financial Advisors | 8.0k | $1.3M | 0% | Sep 2025 |
|
| Eclectic Associates | 7.5k | $1.2M | -32% | Sep 2025 |
|
| Creative Planning | 7.4k | $1.2M | 0% | Sep 2025 |
|
| Cascade Investment Advisors | 7.0k | $1.2M | 4% | Sep 2025 |
|
| IHT Wealth Management | 6.9k | $1.1M | 1% | Sep 2025 |
|
| Comprehensive Financial Planning | 6.9k | $1.1M | 0% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 6.7k | $1.1M | 546% | Sep 2025 |
|
| Concurrent Investment Advisors | 6.2k | $1.0M | 9% | Sep 2025 |
|
| Ancora Advisors | 6.2k | $1.0M | -21% | Sep 2025 |
|
| Advisory Services Network | 6.2k | $1.0M | 1% | Sep 2025 |
|
| Colony | 6.0k | $991k | 42% | Sep 2025 |
|
| Brookstone Capital Management | 6.0k | $993k | 100% | Sep 2025 |
|
| Investors Research Corp | 5.9k | $980k | -3% | Sep 2025 |
|
| Kraft, Davis & Associates | 5.9k | $969k | -1% | Sep 2025 |
|
| VestGen Advisors | 5.8k | $967k | 2% | Sep 2025 |
|
| Integrity Alliance | 5.6k | $925k | 96% | Sep 2025 |
|
| Private Advisory | 5.3k | $881k | 100% | Sep 2025 |
|
| Kovack Advisors | 5.2k | $868k | -1% | Sep 2025 |
|
| RDA Financial Network | 5.1k | $839k | -4% | Sep 2025 |
|
| Prospera Financial Services | 4.9k | $819k | -3% | Sep 2025 |
|
| Concentrum Wealth Management | 4.7k | $782k | -15% | Sep 2025 |
|
| Benjamin Edwards | 4.7k | $774k | 0% | Sep 2025 |
|
| Krilogy Financial | 4.3k | $712k | 100% | Sep 2025 |
|
| Wedbush Morgan Securities | 4.3k | $713k | 62% | Sep 2025 |
|
| Cornerstone Wealth Management | 4.2k | $702k | 0% | Sep 2025 |
|
| Morey & Quinn Wealth Partners | 4.2k | $691k | 0% | Sep 2025 |
|
| Patten | 4.1k | $682k | 36% | Sep 2025 |
|
| Jaffetilchin Investment Partners | 4.1k | $681k | 0% | Sep 2025 |
|
| Pensionmark Financial Group | 3.8k | $627k | 61% | Sep 2025 |
|
| FMR | 3.6k | $604k | 2% | Sep 2025 |
|
| RFG Advisory | 3.6k | $602k | -5% | Sep 2025 |
|
| BKA Wealth Consulting | 3.5k | $578k | -2% | Sep 2025 |
|
| Tcfg Wealth Management | 3.4k | $561k | -3% | Sep 2025 |
|
| Legacy Trust | 3.3k | $553k | 100% | Sep 2025 |
|
| Capital Advisory Group Advisory Services | 3.1k | $516k | 0% | Sep 2025 |
|
| Stratos Wealth Partners | 3.0k | $501k | 2% | Sep 2025 |
|
| Triumph Capital Management | 3.0k | $500k | 44% | Sep 2025 |
|
| Tyler-Stone Wealth Management | 3.0k | $431k | 0% | Jun 2025 |
|
| ValMark Advisers | 2.9k | $481k | 100% | Sep 2025 |
|
| Mercer Global Advisors | 2.8k | $470k | 100% | Sep 2025 |
|
| Hanson McClain Advisors | 2.7k | $457k | 0% | Sep 2025 |
|
| October Effect | 2.7k | $455k | 0% | Sep 2025 |
|
| Atlas Private Wealth Advisors | 2.7k | $454k | -50% | Sep 2025 |
|
| Oppenheimer & Co | 2.7k | $452k | 31% | Sep 2025 |
|
| AQR Capital Management | 2.7k | $446k | 100% | Sep 2025 |
|
| Accredited Investors | 2.6k | $440k | 0% | Sep 2025 |
|
| Cresset Asset Management | 2.6k | $439k | -7% | Sep 2025 |
|
| Rockefeller Capital Management | 2.6k | $432k | 100% | Sep 2025 |
|
| Pure Financial Advisors | 2.6k | $429k | 0% | Sep 2025 |
|
| Smith, Moore & Co. | 2.4k | $403k | -8% | Sep 2025 |
|
| Cottonwood Capital Advisors | 2.4k | $401k | 3% | Sep 2025 |
|
| Money Concepts Capital Corp | 2.4k | $398k | 0% | Sep 2025 |
|
| Paul Damon & Associates | 2.3k | $387k | 0% | Sep 2025 |
|
| Intrua Financial | 2.3k | $385k | 2% | Sep 2025 |
|
| H D Vest Advisory Services | 2.3k | $330k | -13% | Jun 2025 |
|
| Intl Fcstone | 2.3k | $374k | -3% | Sep 2025 |
|
| Commerce Bank N A | 2.2k | $366k | 0% | Sep 2025 |
|
| CWM | 2.2k | $364k | 0% | Sep 2025 |
|
| CIBC World Markets | 2.2k | $360k | -10% | Sep 2025 |
|
| CI Private Wealth | 2.1k | $354k | -24% | Sep 2025 |
|
| Purus Wealth Management | 2.1k | $347k | -1% | Sep 2025 |
|
| Kayne Anderson Rudnick Investment Management | 2.1k | $340k | 0% | Sep 2025 |
|
| Ethos Financial Group | 2.0k | $339k | 100% | Sep 2025 |
|
| Putnam Fl Investment Management | 2.0k | $338k | 24% | Sep 2025 |
|
| Bank of New York Mellon | 2.0k | $334k | -2% | Sep 2025 |
|
| Synovus Financial Corp. | 2.0k | $333k | 0% | Sep 2025 |
|
| National Asset Management | 1.9k | $321k | 0% | Sep 2025 |
|
| Arrowroot Family Office | 1.9k | $308k | 0% | Sep 2025 |
|
| Puff Wealth Management | 1.9k | $308k | -74% | Sep 2025 |
|
| Kapstone Financial Advisors | 1.8k | $307k | 14% | Sep 2025 |
|
| Financial Engines Advisors L.L.C | 1.8k | $296k | 0% | Sep 2025 |
|
| Integris Wealth Management | 1.8k | $294k | 0% | Sep 2025 |
|
| Smart Portfolios | 1.7k | $287k | -19% | Sep 2025 |
|
| Appleton Partners | 1.7k | $285k | 0% | Sep 2025 |
|
| Insigneo Advisory Services | 1.6k | $262k | 0% | Sep 2025 |
|
| Arkadios Wealth Advisors | 1.5k | $256k | 100% | Sep 2025 |
|
| Cannon Advisors | 1.5k | $246k | 0% | Sep 2025 |
|
| AE Wealth Management | 1.5k | $250k | -81% | Sep 2025 |
|
| Clarus Wealth Advisors | 1.5k | $244k | 0% | Sep 2025 |
|
| tru Independence | 1.4k | $237k | 0% | Sep 2025 |
|
| Midwest Trust | 1.4k | $237k | 0% | Sep 2025 |
|
| Dynamic Advisors Solutions | 1.4k | $235k | 0% | Sep 2025 |
|
| Accel Wealth Management | 1.4k | $234k | -17% | Sep 2025 |
|
| Moneta Group Investment Advisors | 1.4k | $233k | 0% | Sep 2025 |
|
| Snowden Capital Advisors | 1.4k | $229k | -28% | Sep 2025 |
|
| Willner & Heller | 1.3k | $221k | 100% | Sep 2025 |
|
| Wiser Advisor Group | 1.3k | $221k | 100% | Sep 2025 |
|
| Advisory Alpha | 1.3k | $220k | 100% | Sep 2025 |
|
| Brighton Jones | 1.3k | $218k | 100% | Sep 2025 |
|
| Empowered Funds | 1.3k | $216k | 100% | Sep 2025 |
|
| Cambria Investment Management | 1.3k | $216k | 100% | Sep 2025 |
|
| Wealth Effects | 1.3k | $215k | 100% | Sep 2025 |
|
| Tiaa Trust, National Association | 1.3k | $215k | 100% | Sep 2025 |
|
| Stock Yards Trust Company | 1.3k | $214k | 100% | Sep 2025 |
|
| Prime Capital Investment Advisors | 1.2k | $205k | 100% | Sep 2025 |
|
| Feltz Wealth PLAN | 1.2k | $205k | 100% | Sep 2025 |
|
| Acorn Wealth Advisors | 1.2k | $200k | 100% | Sep 2025 |
|
| Nbc Securities | 1.2k | $200k | -63% | Sep 2025 |
|
| Smithfield Trust Company | 1.1k | $177k | 0% | Sep 2025 |
|
| Bank Of Montreal | 950.00 | $138k | 100% | Jun 2025 |
|
| Pnc Financial Services | 865.00 | $144k | -10% | Sep 2025 |
|
| Jpmorgan Chase & Co | 792.00 | $132k | -84% | Sep 2025 |
|
| Ameritas Advisory Services | 188.00 | $31k | -97% | Sep 2025 |
|
Who sold out of First Trust IPOX-100 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2025 | 20k | $2.3M |
| Hrt Financial | Jun 2025 | 7.1k | $1.0M |
| SRS Capital Advisors | Jun 2025 | 4.2k | $614k |
| Two Sigma Investments | Jun 2025 | 4.1k | $590k |
| Hershey Financial Advisers | Jun 2025 | 3.1k | $447k |
| Belvedere Trading | Jun 2025 | 1.5k | $217k |