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 | 570k | $68M | 2% | Dec 2024 |
|
| LPL Financial | 278k | $33M | -5% | Dec 2024 |
|
| Wells Fargo & Company | 255k | $31M | -2% | Dec 2024 |
|
| Bank of America Corporation | 142k | $17M | 10% | Dec 2024 |
|
| Raymond James Financial | 119k | $14M | 100% | Dec 2024 |
|
| Cetera Investment Advisers | 101k | $12M | -1% | Dec 2024 |
|
| Commonwealth Equity Services | 87k | $10M | -3% | Dec 2024 |
|
| Congress Wealth Management LLC / DE / | 79k | $9.5M | 0% | Dec 2024 |
|
| Envestnet Asset Management | 76k | $9.1M | 44% | Dec 2024 |
|
| Cassia Capital Partners | 68k | $8.1M | -2% | Dec 2024 |
|
| Branch Banking & Trust Company | 61k | $7.3M | 61% | Dec 2024 |
|
| UBS Group | 61k | $7.3M | -15% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 59k | $7.1M | 31% | Dec 2024 |
|
| Royal Bank of Canada | 51k | $6.1M | -9% | Dec 2024 |
|
| Ameriprise Financial | 50k | $6.0M | -17% | Dec 2024 |
|
| Janney Montgomery Scott | 47k | $5.7M | 1% | Dec 2024 |
|
| Good Life Advisors | 40k | $4.7M | -22% | Dec 2024 |
|
| Twin Peaks Wealth Advisors | 39k | $4.3M | -3% | Mar 2025 |
|
| HighTower Advisors | 32k | $3.9M | -3% | Dec 2024 |
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| Harbour Investments | 29k | $3.5M | -5% | Dec 2024 |
|
| Advisor Group Holdings | 29k | $3.2M | -17% | Dec 2024 |
|
| Goldman Sachs Group | 29k | $3.4M | -40% | Dec 2024 |
|
| D.A. Davidson & Co. | 28k | $3.3M | 3% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 27k | $3.0M | -3% | Mar 2025 |
|
| Kestra Advisory Services | 25k | $3.0M | 20% | Dec 2024 |
|
| Western Wealth Management | 23k | $2.7M | -1% | Dec 2024 |
|
| Proactive Wealth Strategies | 22k | $2.6M | 15% | Dec 2024 |
|
| Golden State Wealth Management | 21k | $2.5M | 100% | Dec 2024 |
|
| Chicago Partners Investment | 19k | $2.3M | 0% | Dec 2024 |
|
| Citadel Advisors | 19k | $2.2M | 49% | Dec 2024 |
|
| AE Wealth Management | 19k | $2.2M | -34% | Dec 2024 |
|
| Jane Street | 18k | $2.2M | 100% | Dec 2024 |
|
| Private Advisor | 17k | $2.0M | -6% | Dec 2024 |
|
| Onyx Bridge Wealth Group | 16k | $1.9M | 0% | Dec 2024 |
|
| Stifel Financial | 16k | $1.9M | 15% | Dec 2024 |
|
| Mariner Wealth Advisors | 16k | $1.9M | 18% | Dec 2024 |
|
| Fernwood Investment Management | 16k | $1.9M | 0% | Dec 2024 |
|
| Calton & Associates | 14k | $1.6M | 75% | Dec 2024 |
|
| Susquehanna International | 13k | $1.5M | -67% | Dec 2024 |
|
| Eclectic Associates | 13k | $1.4M | 79% | Mar 2025 |
|
| Spectrum Wealth Advisory Group | 12k | $1.4M | -2% | Dec 2024 |
|
| Atria Investments | 12k | $1.4M | -4% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 12k | $1.4M | -5% | Dec 2024 |
|
| Steward Partners Investment Advisory | 11k | $1.3M | 0% | Dec 2024 |
|
| Impact Partnership Wealth | 8.8k | $1.0M | 42% | Dec 2024 |
|
| Goss Wealth Management | 8.6k | $1.0M | -11% | Dec 2024 |
|
| PCG Wealth Advisors | 8.1k | $970k | 0% | Dec 2024 |
|
| Pacific Sun Financial Corp | 8.1k | $967k | -3% | Dec 2024 |
|
| Ancora Advisors | 7.8k | $934k | -2% | Dec 2024 |
|
| IHT Wealth Management | 6.9k | $829k | 2% | Dec 2024 |
|
| Kraft, Davis & Associates | 6.9k | $929k | -4% | Dec 2024 |
|
| Cascade Investment Advisors | 6.8k | $757k | 12% | Mar 2025 |
|
| Creative Planning | 6.7k | $805k | 0% | Dec 2024 |
|
| Householder Group Estate & Retirement Specialist | 6.6k | $789k | 1% | Dec 2024 |
|
| SRS Capital Advisors | 6.5k | $779k | -18% | Dec 2024 |
|
| Investors Research Corp | 6.1k | $682k | 0% | Mar 2025 |
|
| Cornerstone Wealth Management | 6.1k | $725k | 0% | Dec 2024 |
|
| NTV Asset Management | 6.0k | $721k | -2% | Dec 2024 |
|
| Concentrum Wealth Management | 6.0k | $718k | -3% | Dec 2024 |
|
| Advisory Services Network | 6.0k | $713k | -3% | Dec 2024 |
|
| IFG Advisory | 5.8k | $694k | 100% | Dec 2024 |
|
| Atlas Private Wealth Advisors | 5.6k | $668k | 0% | Dec 2024 |
|
| Kovack Advisors | 5.5k | $656k | -1% | Dec 2024 |
|
| Benjamin Edwards | 5.3k | $638k | -1% | Dec 2024 |
|
| RDA Financial Network | 5.2k | $585k | -1% | Mar 2025 |
|
| Mml Investors Services | 5.2k | $621k | 5% | Dec 2024 |
|
| FMR | 5.1k | $611k | 4% | Dec 2024 |
|
| Prospera Financial Services | 4.9k | $587k | 0% | Dec 2024 |
|
| Apeiron RIA | 4.3k | $1.1M | 100% | Dec 2024 |
|
| Jaffetilchin Investment Partners | 4.1k | $489k | 0% | Dec 2024 |
|
| Colony | 4.0k | $481k | -11% | Dec 2024 |
|
| Captrust Financial Advisors | 3.8k | $458k | 32% | Dec 2024 |
|
| Pinnacle Family Advisors | 3.8k | $457k | 100% | Dec 2024 |
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| Stratos Wealth Partners | 3.8k | $453k | -15% | Dec 2024 |
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| B.O.S.S. Retirement Advisors | 3.7k | $445k | 100% | Dec 2024 |
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| RFG Advisory | 3.7k | $415k | -2% | Mar 2025 |
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| BKA Wealth Consulting | 3.6k | $426k | 0% | Dec 2024 |
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| Tcfg Wealth Management | 3.6k | $425k | -8% | Dec 2024 |
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| Legacy Trust | 3.3k | $372k | 0% | Mar 2025 |
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| EverSource Wealth Advisors | 3.3k | $391k | 100% | Dec 2024 |
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| National Asset Management | 3.1k | $375k | -6% | Dec 2024 |
|
| Capital Advisory Group Advisory Services | 3.1k | $347k | 0% | Mar 2025 |
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| Patten | 3.1k | $366k | 3% | Dec 2024 |
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| CIBC World Markets | 3.0k | $358k | -4% | Dec 2024 |
|
| Tyler-Stone Wealth Management | 3.0k | $355k | 0% | Dec 2024 |
|
| Cresset Asset Management | 2.8k | $340k | 0% | Dec 2024 |
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| CI Private Wealth | 2.8k | $332k | -10% | Dec 2024 |
|
| Smith, Moore & Co. | 2.8k | $332k | 2% | Dec 2024 |
|
| Hanson McClain Advisors | 2.7k | $361k | 0% | Dec 2024 |
|
| CWM | 2.7k | $327k | -10% | Dec 2024 |
|
| Independent Advisor Alliance | 2.7k | $323k | 100% | Dec 2024 |
|
| H D Vest Advisory Services | 2.7k | $320k | -31% | Dec 2024 |
|
| Accredited Investors | 2.6k | $317k | 0% | Dec 2024 |
|
| Pure Financial Advisors | 2.5k | $300k | 100% | Dec 2024 |
|
| Pensionmark Financial Group | 2.4k | $292k | 4% | Dec 2024 |
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| Money Concepts Capital Corp | 2.4k | $286k | 0% | Dec 2024 |
|
| Alpha Omega Group | 2.4k | $285k | -19% | Dec 2024 |
|
| Oppenheimer & Co | 2.4k | $281k | -2% | Dec 2024 |
|
| Cottonwood Capital Advisors | 2.4k | $281k | 0% | Dec 2024 |
|
| Paul Damon & Associates | 2.3k | $278k | -8% | Dec 2024 |
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| Wedbush Morgan Securities | 2.3k | $278k | -12% | Dec 2024 |
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| Equitable Holdings | 2.3k | $277k | -53% | Dec 2024 |
|
| Snowden Capital Advisors | 2.3k | $272k | 0% | Dec 2024 |
|
| Two Sigma Securities | 2.2k | $264k | 100% | Dec 2024 |
|
| Commerce Bank N A | 2.2k | $263k | 0% | Dec 2024 |
|
| Smart Portfolios | 2.2k | $259k | 0% | Dec 2024 |
|
| Purus Wealth Management | 2.2k | $257k | -2% | Dec 2024 |
|
| Bank of New York Mellon | 2.1k | $247k | 100% | Dec 2024 |
|
| Kayne Anderson Rudnick Investment Management | 2.1k | $245k | 0% | Dec 2024 |
|
| Synovus Financial Corp. | 2.0k | $240k | 0% | Dec 2024 |
|
| Flow Traders US | 1.9k | $227k | 100% | Dec 2024 |
|
| Arrowroot Family Office | 1.9k | $222k | 0% | Dec 2024 |
|
| Puff Wealth Management | 1.8k | $206k | 0% | Mar 2025 |
|
| Insigneo Advisory Services | 1.8k | $217k | -67% | Dec 2024 |
|
| Dynamic Advisors Solutions | 1.8k | $217k | -8% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 1.8k | $216k | 100% | Dec 2024 |
|
| Integris Wealth Management | 1.8k | $212k | 100% | Dec 2024 |
|
| ValMark Advisers | 1.8k | $211k | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 1.8k | $211k | 297% | Dec 2024 |
|
| Pnc Financial Services | 1.7k | $207k | -17% | Dec 2024 |
|
| Appleton Partners | 1.7k | $205k | 100% | Dec 2024 |
|
| Citigroup | 1.7k | $198k | 0% | Dec 2024 |
|
| Private Trust Co Na | 1.6k | $197k | 0% | Dec 2024 |
|
| Wiser Advisor Group | 1.4k | $169k | 0% | Dec 2024 |
|
| Nbc Securities | 1.2k | $134k | 119800% | Mar 2025 |
|
| Continuum Advisory | 1.2k | $141k | 0% | Dec 2024 |
|
| Smithfield Trust Company | 1.1k | $128k | 0% | Dec 2024 |
|
| Bank Of Montreal | 950.00 | $114k | 0% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 938.00 | $112k | -24% | Dec 2024 |
|
| City Holding | 900.00 | $101k | 0% | Mar 2025 |
|
| Ronald Blue Trust | 880.00 | $105k | 100% | Dec 2024 |
|
| Farther Finance Advisors | 831.00 | $94k | 662% | Mar 2025 |
|
| Spire Wealth Management | 638.00 | $76k | 0% | Dec 2024 |
|
| Hexagon Capital Partners | 614.00 | $73k | 0% | Dec 2024 |
|
| Decker Retirement Planning | 588.00 | $70k | 100% | Dec 2024 |
|
| Luken Investment Analytics | 565.00 | $68k | 0% | Dec 2024 |
|
| Global Retirement Partners | 507.00 | $61k | 6% | Dec 2024 |
|
| Pathway Financial Advisers | 471.00 | $56k | 0% | Dec 2024 |
|
| William Blair $ Company | 440.00 | $53k | 0% | Dec 2024 |
|
| O'shaughnessy Asset Management | 417.00 | $50k | 374% | Dec 2024 |
|
| Sandy Spring Bank | 400.00 | $48k | 0% | Dec 2024 |
|
| Assetmark | 396.00 | $47k | 100% | Dec 2024 |
|
| GPS Wealth Strategies Group | 384.00 | $43k | 0% | Mar 2025 |
|
| Bryn Mawr Trust | 350.00 | $42k | 0% | Dec 2024 |
|
| Atala Financial | 335.00 | $40k | 100% | Dec 2024 |
|
| IFP Advisors | 325.00 | $39k | 0% | Dec 2024 |
|
| Principal Securities | 323.00 | $39k | -67% | Dec 2024 |
|
| Beaird Harris Wealth Management | 274.00 | $33k | 0% | Dec 2024 |
|
| Mather Group | 243.00 | $29k | 0% | Dec 2024 |
|
| Coconut Grove Bank | 200.00 | $24k | 100% | Dec 2024 |
|
| Summit Investment Advisors | 95.00 | $11k | -84% | Dec 2024 |
|
| Pineridge Advisors | 31.00 | $3.7k | -87% | Dec 2024 |
|
Who sold out of First Trust IPOX-100 Index Fund?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Lloyd Advisory Services | Dec 2024 | 16k | $1.9M |
| Clarus Wealth Advisors | Dec 2024 | 7.3k | $867k |
| Old Mission Capital | Sep 2024 | 5.4k | $593k |
| Fidelis Capital Partners | Sep 2024 | 4.6k | $422k |
| Hibernia Wealth Partners | Sep 2024 | 4.5k | $501k |
| Accel Wealth Management | Dec 2024 | 2.0k | $241k |
| Kapstone Financial Advisors | Dec 2024 | 1.6k | $209k |
| Authentikos Wealth Advisory | Sep 2024 | 222.00 | $25k |