Who owns First Trust IPOX-100 Index Fund?

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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
LPL Financial 463k $76M -5% Dec 2025
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Wells Fargo & Company 341k $56M 4% Dec 2025
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Raymond James Financial 190k $31M 21% Dec 2025
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Systelligence 110k $18M 100% Dec 2025
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Advisor Group Holdings 100k $16M 4% Dec 2025
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Commonwealth Equity Services 89k $15M 1% Dec 2025
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Cetera Investment Advisers 84k $14M -9% Dec 2025
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Cambridge Investment Research Advisors 62k $10M 10% Dec 2025
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Cassia Capital Partners 56k $9.2M -11% Dec 2025
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Royal Bank of Canada 54k $9.0M 15% Sep 2025
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UBS Group 51k $8.4M -2% Dec 2025
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Bnp Paribas Arbitrage, Snc 50k $8.2M 0% Dec 2025
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Envestnet Asset Management 48k $7.9M 0% Dec 2025
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Janney Montgomery Scott 48k $7.8M -3% Dec 2025
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Ameriprise Financial 45k $7.3M 27% Dec 2025
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Kingsview Wealth Management 37k $6.1M 100% Dec 2025
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OneAscent Financial Services 36k $5.9M 100% Dec 2025
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Twin Peaks Wealth Advisors 35k $5.8M -2% Dec 2025
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Goss Wealth Management 33k $5.4M -21% Dec 2025
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Branch Banking & Trust Company 32k $5.3M -1% Dec 2025
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Susquehanna International 31k $5.1M 20% Dec 2025
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Harbour Investments 30k $4.8M 3% Dec 2025
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D.A. Davidson & Co. 28k $4.6M 8% Dec 2025
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HighTower Advisors 25k $4.1M -8% Dec 2025
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Wealth Enhancement Advisory Services 24k $4.0M -8% Dec 2025
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NTV Asset Management 23k $3.7M -6% Dec 2025
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Chicago Partners Investment 21k $3.4M 1% Dec 2025
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Proactive Wealth Strategies 20k $3.3M 0% Dec 2025
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Private Advisor 19k $3.2M 22% Dec 2025
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Western Wealth Management 19k $3.1M -8% Dec 2025
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Golden State Wealth Management 18k $3.0M -2% Dec 2025
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IFG Advisory 18k $2.9M 9% Dec 2025
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Kestra Advisory Services 17k $2.8M -2% Dec 2025
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Mariner Wealth Advisors 17k $2.7M -3% Dec 2025
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Onyx Bridge Wealth Group 16k $2.7M 0% Dec 2025
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Stratos Wealth Partners 16k $2.7M 439% Dec 2025
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Calton & Associates 15k $2.5M -2% Dec 2025
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Goldman Sachs Group 14k $2.3M 100% Dec 2025
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Equitable Holdings 14k $2.2M 14% Dec 2025
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Mml Investors Services 12k $2.0M 18% Dec 2025
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Steward Partners Investment Advisory 12k $2.0M 3% Dec 2025
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Spectrum Wealth Advisory Group 12k $1.9M 0% Dec 2025
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Signature Estate and Investment Advisors 11k $1.8M -2% Dec 2025
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Atria Investments 11k $1.8M -3% Dec 2025
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Impact Partnership Wealth 9.7k $1.6M 8% Dec 2025
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Stifel Financial 9.2k $1.5M -1% Dec 2025
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Sigma Planning 8.5k $1.4M -8% Dec 2025
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Northwestern Mutual Wealth Management Company 8.3k $1.4M 24% Dec 2025
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PCG Wealth Advisors 8.0k $1.3M 1% Dec 2025
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Captrust Financial Advisors 8.0k $1.3M 0% Dec 2025
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Baird Financial 7.9k $1.3M -25% Dec 2025
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Gateway Wealth Partners 7.7k $1.3M 100% Dec 2025
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Pacific Sun Financial Corp 7.7k $1.3M -4% Dec 2025
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Kovack Advisors 7.6k $1.2M 46% Dec 2025
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Cascade Investment Advisors 7.3k $1.2M 3% Dec 2025
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Patten 7.1k $1.2M 73% Dec 2025
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IHT Wealth Management 6.9k $1.1M 0% Dec 2025
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Creative Planning 6.8k $1.1M -8% Dec 2025
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Comprehensive Financial Planning 6.6k $1.1M -4% Dec 2025
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Concurrent Investment Advisors 6.5k $1.1M 5% Dec 2025
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Colony 6.5k $1.1M 8% Dec 2025
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Ancora Advisors 6.2k $1.0M 0% Dec 2025
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Eclectic Associates 6.0k $983k -20% Dec 2025
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Advisory Services Network 5.9k $971k -3% Dec 2025
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Private Advisory 5.6k $913k 5% Dec 2025
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Integrity Alliance 5.3k $869k -5% Dec 2025
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Investors Research Corp 5.3k $863k -11% Dec 2025
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VestGen Advisors 5.3k $859k -10% Dec 2025
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RDA Financial Network 5.0k $821k -1% Dec 2025
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Prospera Financial Services 4.8k $790k -2% Dec 2025
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SRS Capital Advisors 4.7k $764k 100% Dec 2025
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Kraft, Davis & Associates 4.7k $790k -21% Dec 2025
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Wedbush Morgan Securities 4.5k $739k 5% Dec 2025
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Benjamin Edwards 4.3k $708k -7% Dec 2025
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Krilogy Financial 4.3k $713k 0% Dec 2025
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Cornerstone Wealth Management 4.2k $686k -1% Dec 2025
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Morey & Quinn Wealth Partners 4.2k $679k 0% Dec 2025
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PFG Advisors 4.0k $646k 100% Dec 2025
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Pensionmark Financial Group 3.9k $637k 3% Dec 2025
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Concentrum Wealth Management 3.9k $631k -18% Dec 2025
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Capital Advisory Group Advisory Services 3.7k $607k 19% Dec 2025
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FMR 3.6k $604k 2% Sep 2025
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RFG Advisory 3.5k $576k -3% Dec 2025
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ValMark Advisers 3.5k $566k 19% Dec 2025
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Legacy Trust 3.3k $545k 0% Dec 2025
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Tcfg Wealth Management 3.3k $533k -4% Dec 2025
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Triumph Capital Management 3.2k $531k 8% Dec 2025
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Insigneo Advisory Services 3.2k $527k 104% Dec 2025
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BKA Wealth Consulting 3.1k $514k -10% Dec 2025
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Vise Technologies 2.8k $459k 100% Dec 2025
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Rockefeller Capital Management 2.7k $448k 5% Dec 2025
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October Effect 2.7k $448k 0% Dec 2025
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Atlas Private Wealth Advisors 2.7k $447k 0% Dec 2025
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Oppenheimer & Co 2.7k $445k 0% Dec 2025
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AQR Capital Management 2.7k $446k 100% Sep 2025
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Accredited Investors 2.6k $433k 0% Dec 2025
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Cresset Asset Management 2.6k $433k 0% Dec 2025
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Mercer Global Advisors 2.6k $424k -8% Dec 2025
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Pure Financial Advisors 2.6k $422k 0% Dec 2025
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Smith, Moore & Co. 2.4k $397k 0% Dec 2025
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Cottonwood Capital Advisors 2.4k $394k 0% Dec 2025
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Money Concepts Capital Corp 2.4k $392k 0% Dec 2025
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Paul Damon & Associates 2.3k $381k 0% Dec 2025
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Intrua Financial 2.3k $379k 0% Dec 2025
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Jaffetilchin Investment Partners 2.3k $371k -45% Dec 2025
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Commerce Bank N A 2.2k $360k 0% Dec 2025
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CWM 2.2k $358k 0% Dec 2025
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Intl Fcstone 2.2k $356k -3% Dec 2025
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CIBC World Markets 2.2k $354k 0% Dec 2025
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CI Private Wealth 2.1k $348k 0% Dec 2025
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Mosley Wealth Management 2.1k $356k 100% Dec 2025
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Purus Wealth Management 2.1k $342k 0% Dec 2025
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Kayne Anderson Rudnick Investment Management 2.1k $340k 0% Sep 2025
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Bank of New York Mellon 2.0k $329k 0% Dec 2025
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Synovus Financial Corp. 2.0k $333k 0% Sep 2025
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Belvedere Trading 2.0k $327k 100% Dec 2025
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Pinnacle Financial Partners 2.0k $327k 100% Dec 2025
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National Asset Management 1.9k $321k 0% Sep 2025
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Arrowroot Family Office 1.9k $304k 0% Dec 2025
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Financial Engines Advisors L.L.C 1.8k $295k 1% Dec 2025
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Puff Wealth Management 1.8k $294k -4% Dec 2025
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Integris Wealth Management 1.8k $290k 0% Dec 2025
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Appleton Partners 1.7k $281k 0% Dec 2025
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Smart Portfolios 1.7k $273k -3% Dec 2025
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Arkadios Wealth Advisors 1.5k $248k -2% Dec 2025
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Cannon Advisors 1.5k $253k 0% Dec 2025
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Kapstone Financial Advisors 1.5k $242k -20% Dec 2025
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Accel Wealth Management 1.4k $235k 2% Dec 2025
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tru Independence 1.4k $234k 0% Dec 2025
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Sun Financial 1.4k $231k 100% Dec 2025
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Moneta Group Investment Advisors 1.4k $230k 0% Dec 2025
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Midwest Trust 1.4k $229k -2% Dec 2025
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Snowden Capital Advisors 1.4k $225k 0% Dec 2025
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Hanson McClain Advisors 1.4k $224k -50% Dec 2025
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Willner & Heller 1.3k $218k 0% Dec 2025
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Wiser Advisor Group 1.3k $218k 0% Dec 2025
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Advisory Alpha 1.3k $215k 0% Dec 2025
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Harvest Investment Services 1.3k $214k 100% Dec 2025
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Wealth Effects 1.3k $212k 0% Dec 2025
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Feltz Wealth PLAN 1.3k $212k 5% Dec 2025
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First Heartland Consultants 1.3k $207k 100% Dec 2025
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Prime Capital Investment Advisors 1.2k $202k 0% Dec 2025
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Dynamic Advisors Solutions 1.2k $202k -13% Dec 2025
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Nbc Securities 1.2k $197k 0% Dec 2025
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Smithfield Trust Company 1.1k $175k 0% Dec 2025
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Farther Finance Advisors 926.00 $152k -89% Dec 2025
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City Holding 890.00 $146k -1% Dec 2025
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Pnc Financial Services 865.00 $142k 0% Dec 2025
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Root Financial Partners 830.00 $136k 0% Dec 2025
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Jpmorgan Chase & Co 792.00 $132k 100% Sep 2025
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Who sold out of First Trust IPOX-100 Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Prudential Sep 2025 8.0k $1.3M
Brookstone Capital Management Sep 2025 6.0k $993k
Two Sigma Investments Jun 2025 4.1k $590k
Ethos Financial Group Sep 2025 2.0k $339k
Putnam Fl Investment Management Sep 2025 2.0k $338k
AE Wealth Management Sep 2025 1.5k $250k
Clarus Wealth Advisors Sep 2025 1.5k $244k
Brighton Jones Sep 2025 1.3k $218k
Empowered Funds Sep 2025 1.3k $216k
Cambria Investment Management Sep 2025 1.3k $216k
Tiaa Trust, National Association Sep 2025 1.3k $215k
Stock Yards Trust Company Sep 2025 1.3k $214k
Acorn Wealth Advisors Sep 2025 1.2k $200k