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 | 603k | $96M | -8% | Mar 2026 |
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| LPL Financial | 440k | $91M | 4% | Jun 2026 |
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| Wells Fargo & Company | 398k | $82M | 19% | Jun 2026 |
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| Bank of America Corporation | 211k | $44M | 3% | Jun 2026 |
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| Raymond James Financial | 205k | $42M | 14% | Jun 2026 |
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| UBS Group | 135k | $28M | 134% | Jun 2026 |
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| Royal Bank of Canada | 104k | $22M | -8% | Jun 2026 |
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| Systelligence | 103k | $21M | 1% | Jun 2026 |
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| Advisor Group Holdings | 101k | $21M | 10% | Jun 2026 |
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| Cetera Investment Advisers | 90k | $19M | 4% | Jun 2026 |
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| Ameriprise Financial | 89k | $19M | 70% | Jun 2026 |
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| Cambridge Investment Research Advisors | 88k | $18M | 41% | Jun 2026 |
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| Prudential | 88k | $18M | 100% | Jun 2026 |
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| Commonwealth Equity Services | 81k | $17M | -3% | Jun 2026 |
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| Cassia Capital Partners | 59k | $12M | 0% | Jun 2026 |
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| Wright Fund Managment | 50k | $10M | 100% | Jun 2026 |
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| Envestnet Asset Management | 50k | $10M | -5% | Jun 2026 |
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| Janney Montgomery Scott | 47k | $9.6M | -1% | Jun 2026 |
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| Proactive Wealth Strategies | 41k | $8.3M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 37k | $7.7M | -9% | Jun 2026 |
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| Twin Peaks Wealth Advisors | 34k | $7.1M | -2% | Jun 2026 |
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| Susquehanna International | 34k | $7.0M | -29% | Jun 2026 |
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| Harbour Investments | 33k | $6.7M | -6% | Jun 2026 |
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| D.A. Davidson & Co. | 32k | $6.6M | 6% | Jun 2026 |
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| Steward Partners Investment Advisory | 31k | $6.5M | 28% | Jun 2026 |
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| Goss Wealth Management | 25k | $5.2M | -7% | Jun 2026 |
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| HighTower Advisors | 25k | $5.1M | -1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 24k | $5.0M | 771% | Jun 2026 |
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| Worthington Financial Partners | 24k | $4.9M | 1% | Jun 2026 |
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| Mariner Wealth Advisors | 23k | $4.8M | -5% | Jun 2026 |
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| Gts Securities | 23k | $4.7M | 100% | Jun 2026 |
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| Kestra Advisory Services | 21k | $4.3M | -4% | Jun 2026 |
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| NTV Asset Management | 20k | $4.1M | -4% | Jun 2026 |
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| Private Advisor | 19k | $3.8M | -5% | Jun 2026 |
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| Western Wealth Management | 19k | $3.8M | -1% | Jun 2026 |
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| Atria Investments | 18k | $3.8M | 1% | Jun 2026 |
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| Stratos Wealth Partners | 18k | $3.7M | 8% | Jun 2026 |
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| Golden State Wealth Management | 18k | $3.7M | 0% | Jun 2026 |
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| Onyx Bridge Wealth Group | 16k | $3.3M | 0% | Jun 2026 |
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| Chicago Partners Investment | 16k | $3.0M | 2% | Jun 2026 |
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| Equitable Holdings | 15k | $3.1M | 8% | Jun 2026 |
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| Mosley Wealth Management | 15k | $3.1M | 619% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 15k | $2.9M | 100% | Jun 2026 |
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| IFG Advisory | 13k | $2.8M | 100% | Jun 2026 |
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| Spectrum Wealth Advisory Group | 11k | $2.3M | -1% | Jun 2026 |
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| Baird Financial | 11k | $2.2M | 34% | Jun 2026 |
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| Signature Estate and Investment Advisors | 10k | $2.1M | -6% | Jun 2026 |
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| AE Wealth Management | 10k | $2.1M | 100% | Jun 2026 |
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| Impact Partnership Wealth | 9.6k | $2.0M | -29% | Jun 2026 |
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| Calton & Associates | 9.5k | $1.9M | -39% | Jun 2026 |
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| Stifel Financial | 9.5k | $1.9M | 4% | Jun 2026 |
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| Win Advisors | 8.6k | $1.8M | 100% | Jun 2026 |
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| Cascade Investment Advisors | 8.6k | $1.8M | 7% | Jun 2026 |
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| Mml Investors Services | 8.4k | $1.7M | 18% | Jun 2026 |
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| Sigma Planning | 8.1k | $1.7M | 3% | Jun 2026 |
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| PCG Wealth Advisors | 8.0k | $1.7M | 0% | Jun 2026 |
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| Captrust Financial Advisors | 7.8k | $1.6M | 0% | Jun 2026 |
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| Pacific Sun Financial Corp | 7.6k | $1.6M | -7% | Jun 2026 |
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| Patten | 7.3k | $1.5M | 0% | Jun 2026 |
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| Kovack Advisors | 7.2k | $1.5M | -2% | Jun 2026 |
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| Summit Investment Advisors | 7.2k | $1.5M | -1% | Jun 2026 |
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| Creative Planning | 7.1k | $1.5M | 4% | Jun 2026 |
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| Comprehensive Financial Planning | 7.0k | $1.4M | -4% | Jun 2026 |
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| Colony | 6.9k | $1.4M | 6% | Jun 2026 |
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| Lloyd Advisory Services | 6.8k | $1.4M | 338800% | Jun 2026 |
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| Ancora Advisors | 6.5k | $1.3M | 0% | Jun 2026 |
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| SRS Capital Advisors | 6.5k | $1.3M | 56% | Jun 2026 |
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| Gateway Wealth Partners | 6.5k | $1.3M | -62% | Jun 2026 |
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| Concurrent Investment Advisors | 6.5k | $1.3M | 10% | Jun 2026 |
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| Wedbush Morgan Securities | 6.4k | $1.3M | 22% | Jun 2026 |
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| HighPoint Advisor | 5.9k | $1.2M | -4% | Jun 2026 |
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| PFG Advisors | 5.6k | $1.2M | 19% | Jun 2026 |
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| Advisory Services Network | 5.5k | $1.1M | -3% | Jun 2026 |
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| Prospera Financial Services | 5.2k | $1.1M | 8% | Jun 2026 |
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| RDA Financial Network | 5.0k | $1.0M | 0% | Jun 2026 |
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| VestGen Advisors | 5.0k | $1.0M | -4% | Jun 2026 |
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| IHT Wealth Management | 4.8k | $989k | 24% | Jun 2026 |
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| Pensionmark Financial Group | 4.6k | $726k | 0% | Jun 2026 |
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| Kraft, Davis & Associates | 4.5k | $858k | 0% | Jun 2026 |
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| Investors Research Corp | 4.4k | $901k | 0% | Jun 2026 |
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| Benjamin Edwards | 4.3k | $892k | 0% | Jun 2026 |
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| Krilogy Financial | 4.3k | $887k | 0% | Jun 2026 |
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| Advyzon Investment Management | 4.2k | $866k | 100% | Jun 2026 |
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| FMR | 4.2k | $864k | 6% | Jun 2026 |
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| Great Valley Advisor Group | 4.2k | $859k | 9% | Jun 2026 |
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| Cornerstone Wealth Management | 4.1k | $843k | -2% | Jun 2026 |
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| Cresset Asset Management | 4.1k | $841k | 45% | Jun 2026 |
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| Morey & Quinn Wealth Partners | 4.1k | $839k | -2% | Jun 2026 |
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| Concentrum Wealth Management | 3.8k | $775k | 0% | Jun 2026 |
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| Rubicon Advisors, GP | 3.5k | $731k | 7% | Jun 2026 |
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| ValMark Advisers | 3.5k | $713k | 0% | Jun 2026 |
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| Eclectic Associates | 3.4k | $708k | -5% | Jun 2026 |
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| Triumph Capital Management | 3.4k | $538k | 4% | Mar 2026 |
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| Hershey Financial Advisers | 3.4k | $697k | 100% | Jun 2026 |
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| Legacy Trust | 3.3k | $686k | 0% | Jun 2026 |
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| Vise Technologies | 3.3k | $683k | 18% | Jun 2026 |
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| Tcfg Wealth Management | 3.3k | $517k | 0% | Mar 2026 |
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| TCFG Investment Advisors | 3.2k | $666k | -1% | Jun 2026 |
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| RFG Advisory | 3.2k | $666k | -3% | Jun 2026 |
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| Insigneo Advisory Services | 3.2k | $659k | 8% | Jun 2026 |
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| BKA Wealth Consulting | 3.1k | $636k | 0% | Jun 2026 |
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| Rockefeller Capital Management | 3.1k | $629k | 1% | Jun 2026 |
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| J. Derek Lewis & Associates | 2.9k | $606k | -1% | Jun 2026 |
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| Atlas Private Wealth Advisors | 2.9k | $604k | 7% | Jun 2026 |
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| Integrity Alliance | 2.9k | $591k | -1% | Jun 2026 |
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| Smith, Moore & Co. | 2.9k | $588k | 18% | Jun 2026 |
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| Aptus Capital Advisors | 2.8k | $585k | 0% | Jun 2026 |
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| Oppenheimer & Co | 2.8k | $584k | 10% | Jun 2026 |
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| CI Private Wealth | 2.8k | $567k | 13% | Jun 2026 |
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| Second Line Capital | 2.7k | $567k | 0% | Jun 2026 |
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| Fiduciary Trust Company | 2.7k | $552k | 0% | Jun 2026 |
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| Accredited Investors | 2.6k | $546k | 0% | Jun 2026 |
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| Pure Financial Advisors | 2.6k | $532k | 0% | Jun 2026 |
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| Jane Street | 2.5k | $522k | 100% | Jun 2026 |
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| Money Concepts Capital Corp | 2.5k | $515k | 4% | Jun 2026 |
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| Signature Securities Group Corporation | 2.5k | $508k | 46% | Jun 2026 |
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| Harvest Investment Services | 2.4k | $496k | 56% | Jun 2026 |
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| Cottonwood Capital Advisors | 2.4k | $493k | -1% | Jun 2026 |
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| Csenge Advisory Group | 2.4k | $491k | 86% | Jun 2026 |
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| CWM | 2.3k | $364k | 5% | Mar 2026 |
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| Intrua Financial | 2.3k | $472k | 0% | Jun 2026 |
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| Jaffetilchin Investment Partners | 2.3k | $360k | 0% | Mar 2026 |
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| Commerce Bank N A | 2.2k | $454k | 0% | Jun 2026 |
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| Level Four Advisory Services | 2.2k | $448k | 52% | Jun 2026 |
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| OneAscent Financial Services | 2.1k | $439k | -94% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 2.1k | $423k | 0% | Jun 2026 |
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| Purus Wealth Management | 2.0k | $417k | -2% | Jun 2026 |
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| Bawa N Mallick Trust | 2.0k | $412k | 0% | Jun 2026 |
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| Pinnacle Financial Partners | 2.0k | $412k | 0% | Jun 2026 |
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| October Effect | 2.0k | $407k | 0% | Jun 2026 |
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| Bank of New York Mellon | 2.0k | $404k | -2% | Jun 2026 |
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| CIBC World Markets | 1.9k | $399k | 0% | Jun 2026 |
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| Arrowroot Family Office | 1.9k | $383k | 0% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 1.8k | $370k | 0% | Jun 2026 |
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| Integris Wealth Management | 1.8k | $365k | 0% | Jun 2026 |
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| Sontag Advisory | 1.7k | $352k | 100% | Jun 2026 |
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| National Asset Management | 1.7k | $338k | 0% | Jun 2026 |
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| Smart Portfolios | 1.7k | $264k | -1% | Mar 2026 |
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| City Holding | 1.6k | $332k | 81% | Jun 2026 |
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| Vestmark Advisory Solutions | 1.6k | $330k | -13% | Jun 2026 |
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| Citadel Advisors | 1.6k | $330k | -91% | Jun 2026 |
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| tru Independence | 1.6k | $329k | 7% | Jun 2026 |
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| Dynamic Advisors Solutions | 1.6k | $327k | 20% | Jun 2026 |
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| Paul Damon & Associates | 1.6k | $327k | 0% | Jun 2026 |
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| First Heartland Consultants | 1.6k | $326k | 0% | Jun 2026 |
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| Adamsbrown Wealth Consultants | 1.6k | $324k | 100% | Jun 2026 |
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| Mercer Global Advisors | 1.5k | $312k | 0% | Jun 2026 |
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| Cannon Advisors | 1.5k | $289k | 0% | Jun 2026 |
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| Capital Investment Management | 1.5k | $310k | 0% | Jun 2026 |
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| Kapstone Financial Advisors | 1.4k | $297k | -3% | Jun 2026 |
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| Puff Wealth Management | 1.4k | $295k | -20% | Jun 2026 |
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| Arkadios Wealth Advisors | 1.1k | $234k | -41% | Jun 2026 |
|
Who sold out of First Trust IPOX-100 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ethos Financial Group | Mar 2026 | 46k | $7.2M |
| Kingsview Wealth Management | Dec 2025 | 37k | $6.1M |
| Two Sigma Investments | Mar 2026 | 13k | $2.1M |
| Goldman Sachs Group | Mar 2026 | 11k | $1.8M |
| Independent Advisor Alliance | Mar 2026 | 4.0k | $634k |
| Flow Traders US | Mar 2026 | 3.6k | $577k |
| Northern Trust | Mar 2026 | 1.8k | $283k |
| Ameritas Advisory Services | Mar 2026 | 1.5k | $235k |