Who owns First Trust IPOX-100 Index Fund?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
LPL Financial 756k $90M 7% Mar 2021
UBS Group 601k $72M 11% Mar 2021
Wells Fargo & Company 577k $69M -1% Mar 2021
Bank of America Corporation 548k $65M 3% Mar 2021
Raymond James & Associates 230k $27M 6% Mar 2021
Ten Capital Wealth Advisors 226k $27M 13% Mar 2021
Raymond James Financial Services Advisors 214k $26M -1% Mar 2021
Commonwealth Equity Services 202k $24M -3% Mar 2021
Kestra Advisory Services 197k $24M -15% Mar 2021
Envestnet Asset Management 197k $23M 1% Mar 2021
Advisor Group Holdings 184k $22M 9% Mar 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of First Trust IPOX-100 Index Fund?

Cambridge Investment Research Advisors 167k $20M 1% Mar 2021
Royal Bank of Canada 160k $19M 15% Mar 2021
Northwestern Mutual Wealth Management Company 155k $18M -9% Mar 2021
Legacy Capital Wealth Partners 149k $18M 0% Mar 2021
Money Concepts Capital Corp 132k $16M 100% Dec 2020
Ameriprise Financial 132k $16M 8% Mar 2021
Cetera Investment Advisers 87k $10M 2% Mar 2021
Trilogy Capital 75k $8.9M 12% Mar 2021
Janney Montgomery Scott 71k $8.4M 2% Mar 2021
Private Advisor 63k $7.5M 4% Mar 2021
Stifel Financial 63k $7.5M 5% Mar 2021
Level Four Advisory Services 60k $7.1M -5% Mar 2021
Golden State Wealth Management 57k $6.8M 2% Mar 2021
D.A. Davidson & Co. 53k $6.3M -4% Mar 2021
Baird Financial 52k $6.1M 181% Mar 2021
Sigma Planning 51k $6.0M -28% Mar 2021
Cassia Capital Partners 50k $5.9M -16% Mar 2021
Prospera Financial Services 48k $5.7M 5% Mar 2021
Branch Banking & Trust Company 48k $5.7M 10% Mar 2021
Ahrens Investment Partners 44k $5.3M -7% Mar 2021
Susquehanna International 44k $5.3M 118% Mar 2021
Bickling Financial Services 43k $5.1M 11% Mar 2021
Alpha Omega Group 42k $5.0M -8% Mar 2021
IFG Advisory 42k $5.0M 3% Mar 2021
First Republic Investment Management 38k $4.6M 12% Mar 2021
Mml Investors Services 35k $4.1M 9% Mar 2021
Financial Network Investment Corporation 35k $4.1M 14% Mar 2021
Western Wealth Management 34k $4.1M 27% Mar 2021
Atria Investments 31k $3.6M -5% Mar 2021
Citigroup 30k $3.6M 226% Mar 2021
Cascadia Advisory Services 30k $3.5M 100% Mar 2021
Kovack Advisors 30k $3.5M 22% Mar 2021
Jaffetilchin Investment Partners 25k $3.0M 1311% Mar 2021
TMD Wealth Management 25k $3.0M 100% Mar 2021
Benjamin F. Edwards & Company 25k $3.0M -2% Mar 2021
Steward Partners Investment Advisory 25k $3.0M 100% Mar 2021
Chicago Partners Investment 23k $2.9M 1% Mar 2021
Atlas Private Wealth Advisors 22k $2.6M 38% Mar 2021
Triton Wealth Management, P 22k $2.7M 100% Mar 2021
Morris Retirement Advisors 22k $2.6M 0% Mar 2021
Qube Research & Technologies 21k $2.5M 84% Mar 2021
Secure Asset Management 20k $4.4M 100% Mar 2021
Pnc Financial Services 20k $2.4M 20% Mar 2021
Citadel Advisors 19k $2.3M 100% Mar 2021
Cedar Brook Financial Partners 19k $2.3M 1% Mar 2021
Spectrum Wealth Advisory Group 19k $2.2M 13% Mar 2021
LexAurum Advisors 17k $2.0M -17% Mar 2021
Cornerstone Wealth Management 16k $1.9M -4% Mar 2021
Multi-Financial Securities 16k $1.9M 1% Mar 2021
Ascension Capital Advisors 15k $1.8M -12% Mar 2021
Wedbush Morgan Securities 15k $1.8M 67% Mar 2021
Fernwood Investment Management 15k $1.7M 0% Mar 2021
Frank. Day 14k $1.7M 19% Mar 2021
Oppenheimer & Co 14k $1.6M -12% Mar 2021
Mid Atlantic Financial Management 13k $1.6M -1% Mar 2021
Barclays 13k $1.5M 100% Mar 2021
NTV Asset Management 13k $1.5M -3% Mar 2021
NEXT Financial 12k $1.5M 5% Mar 2021
Marshall Wace 12k $1.4M 100% Mar 2021
Mason Capital Partners 11k $1.3M 0% Mar 2021
CIBC World Markets 11k $1.3M 1% Mar 2021
National Asset Management 11k $1.3M 136% Mar 2021
Altus Wealth Group 10k $1.2M 10% Mar 2021
Ancora Advisors 9.8k $1.2M -6% Mar 2021
Calton & Associates 9.8k $1.2M 15% Mar 2021
Capital Asset Advisory Services 9.4k $1.1M -15% Mar 2021
Capital Advisory Group Advisory Services 9.4k $1.1M 1% Mar 2021
Coppell Advisory Solutions 9.3k $1.1M 100% Dec 2020
Stratos Wealth Partners 8.5k $1.0M 7% Mar 2021
Harbour Investments 8.5k $1.0M 100% Mar 2021
Equitable Holdings 8.2k $976k 1% Mar 2021
Concentrum Wealth Management 8.1k $964k 3% Mar 2021
Retirement Network 7.9k $936k 4577% Mar 2021
Geneos Wealth Management 7.8k $384k 100% Dec 2020
Intercontinental Wealth Advisors 7.6k $901k 3% Mar 2021
InterOcean Capital Group 7.4k $885k 0% Mar 2021
RDA Financial Network 7.4k $877k -2% Mar 2021
Eldridge Investment Advisors 6.9k $821k 0% Mar 2021
Spire Wealth Management 6.8k $812k 100% Mar 2021
Advisory Services Network 6.8k $806k 20% Mar 2021
Intrua Financial 6.6k $844k 138% Mar 2021
Moloney Securities Asset Management 6.6k $782k 23% Mar 2021
Renaissance Technologies 6.5k $774k 100% Mar 2021
Wayne Hummer Investments 6.4k $759k 100% Mar 2021
Dfpg Investments 5.8k $709k -2% Mar 2021
Clarus Wealth Advisors 5.8k $724k -22% Mar 2021
Creative Planning 5.6k $673k 9% Mar 2021
Cascade Investment Advisors 5.2k $623k 22% Mar 2021
IHT Wealth Management 4.8k $566k -8% Dec 2020
Menard Financial Group 4.7k $564k 0% Mar 2021
Mercer Global Advisors 4.6k $542k -14% Mar 2021
Goldman Sachs Group 4.5k $533k 100% Mar 2021
Intl Fcstone 4.3k $513k -3% Dec 2020
Jane Street 4.3k $513k 47% Mar 2021
Financial Advocates Investment Management 4.1k $494k -29% Mar 2021
Insight Advisors, LLC/ PA 4.1k $512k 68% Mar 2021
M^T Bank Corporation 4.1k $489k -2% Mar 2021
Alliancebernstein 4.1k $487k 100% Mar 2021
Jpmorgan Chase & Co 4.0k $477k 100% Mar 2021
MAI Wealth Advisors 3.9k $468k -2% Mar 2021
Claraphi Advisory Network 3.9k $464k 4% Mar 2021
Tower Research Capital 3.9k $463k 100% Mar 2021
Appleton Partners 3.8k $454k 0% Mar 2021
Woodward Diversified Capital 3.8k $245k 100% Mar 2021
Proequities 3.8k $452k 3% Mar 2021
Pensionmark Financial Group 3.7k $410k 0% Mar 2021
Titus Wealth Management 3.5k $417k -12% Mar 2021
Thrivent Financial for Lutherans 3.4k $409k 21% Mar 2021
Integrated Wealth Concepts 3.3k $395k -4% Mar 2021
Raymond James Trust 3.3k $390k 13% Mar 2021
Wealthcare Advisory Partners 3.2k $380k 64% Mar 2021
Patten 3.0k $363k 18% Mar 2021
IFP Advisors 3.0k $353k 40% Mar 2021
HighTower Advisors 2.9k $340k 4% Mar 2021
tru Independence 2.8k $339k 100% Mar 2021
CWM 2.7k $324k 65% Mar 2021
Flagship Harbor Advisors 2.7k $321k 100% Mar 2021
Northern Trust 2.7k $318k 0% Mar 2021
PFG Advisors 2.6k $307k -41% Mar 2021
Smith, Moore & Co. 2.5k $293k 17% Mar 2021
Resources Investment Advisors 2.3k $279k -8% Mar 2021
Commerce Bank N A 2.3k $277k 0% Mar 2021
Kowal Investment Group 2.3k $275k 100% Mar 2021
Advisory Resource Group 2.3k $275k 0% Mar 2021
Capital Investment Advisory Services 2.3k $274k 100% Mar 2021
Global Trust Asset Management 2.2k $256k 0% Mar 2021
RFG Advisory 2.2k $256k -1% Mar 2021
H D Vest Advisory Services 2.1k $247k 4% Mar 2021
Kayne Anderson Rudnick Investment Management 2.1k $244k 0% Mar 2021
AE Wealth Management 2.0k $244k -99% Mar 2021
FMR 2.0k $243k -19% Mar 2021
First Heartland Consultants 2.0k $240k -6% Dec 2020
Good Life Advisors 2.0k $238k 1% Mar 2021
Almanack Investment Partners 2.0k $239k 100% Mar 2021
Epiq Partners 2.0k $238k 0% Mar 2021
Goss Wealth Management 2.0k $233k 100% Mar 2021
Acorn Wealth Advisors 1.9k $228k 1% Mar 2021
Feltz Wealth PLAN 1.9k $227k 100% Mar 2021
Lloyd Advisory Services 25.00 $3.0k -100% Mar 2021

Who sold out of First Trust IPOX-100 Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 2.0M $225M
Sawtooth Asset Management Dec 2020 220k $26M
Kestra Private Wealth Services Dec 2020 28k $3.3M
Fulcrum Equity Management Dec 2020 19k $2.3M
Avestar Capital Dec 2020 19k $2.3M
Ascension Asset Management Dec 2020 18k $2.1M
Meitav Dash Investments Dec 2020 4.0k $470k
Synovus Financial Corp. Dec 2020 2.1k $247k