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 | 424k | $67M | -8% | Mar 2026 |
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| Wells Fargo & Company | 335k | $53M | -2% | Mar 2026 |
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| Bank of America Corporation | 204k | $32M | 100% | Mar 2026 |
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| Raymond James Financial | 190k | $31M | 21% | Dec 2025 |
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| Royal Bank of Canada | 113k | $18M | 110% | Mar 2026 |
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| Systelligence | 102k | $16M | -8% | Mar 2026 |
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| Advisor Group Holdings | 100k | $16M | 4% | Dec 2025 |
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| Cetera Investment Advisers | 87k | $14M | 4% | Mar 2026 |
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| Commonwealth Equity Services | 83k | $13M | -6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 63k | $10M | 1% | Mar 2026 |
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| Cassia Capital Partners | 59k | $9.3M | 4% | Mar 2026 |
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| UBS Group | 58k | $9.2M | 12% | Mar 2026 |
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| Ameriprise Financial | 53k | $8.4M | 18% | Mar 2026 |
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| Envestnet Asset Management | 52k | $8.3M | 9% | Mar 2026 |
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| Janney Montgomery Scott | 47k | $7.5M | -1% | Mar 2026 |
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| Ethos Financial Group | 46k | $7.2M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 41k | $6.5M | 27% | Mar 2026 |
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| Proactive Wealth Strategies | 41k | $6.5M | 100% | Mar 2026 |
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| OneAscent Financial Services | 36k | $5.7M | -1% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 35k | $5.6M | 1% | Mar 2026 |
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| Harbour Investments | 35k | $5.5M | 17% | Mar 2026 |
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| Susquehanna International | 31k | $5.1M | 20% | Dec 2025 |
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| D.A. Davidson & Co. | 30k | $4.8M | 7% | Mar 2026 |
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| Goss Wealth Management | 27k | $4.3M | -18% | Mar 2026 |
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| HighTower Advisors | 25k | $4.0M | 1% | Mar 2026 |
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| Steward Partners Investment Advisory | 25k | $3.9M | 105% | Mar 2026 |
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| Mariner Wealth Advisors | 25k | $3.9M | 46% | Mar 2026 |
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| Worthington Financial Partners | 24k | $3.8M | -7% | Mar 2026 |
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| Kestra Advisory Services | 21k | $3.4M | 24% | Mar 2026 |
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| NTV Asset Management | 21k | $3.3M | -10% | Mar 2026 |
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| Private Advisor | 20k | $3.1M | 1% | Mar 2026 |
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| Western Wealth Management | 19k | $3.0M | 0% | Mar 2026 |
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| Atria Investments | 18k | $2.9M | 66% | Mar 2026 |
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| Golden State Wealth Management | 18k | $2.9M | -2% | Mar 2026 |
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| Citadel Advisors | 17k | $2.7M | 100% | Mar 2026 |
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| Gateway Wealth Partners | 17k | $2.7M | 118% | Mar 2026 |
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| Stratos Wealth Partners | 17k | $2.7M | 3% | Mar 2026 |
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| Onyx Bridge Wealth Group | 16k | $2.6M | 0% | Mar 2026 |
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| Chicago Partners Investment | 16k | $2.8M | -23% | Mar 2026 |
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| Calton & Associates | 15k | $2.4M | 2% | Mar 2026 |
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| Equitable Holdings | 14k | $2.3M | 3% | Mar 2026 |
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| Impact Partnership Wealth | 14k | $2.2M | 40% | Mar 2026 |
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| Two Sigma Investments | 13k | $2.1M | 100% | Mar 2026 |
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| Spectrum Wealth Advisory Group | 11k | $1.8M | -2% | Mar 2026 |
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| Goldman Sachs Group | 11k | $1.8M | -21% | Mar 2026 |
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| Signature Estate and Investment Advisors | 11k | $1.8M | -2% | Mar 2026 |
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| Stifel Financial | 9.1k | $1.4M | -1% | Mar 2026 |
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| Pacific Sun Financial Corp | 8.2k | $1.3M | 7% | Mar 2026 |
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| PCG Wealth Advisors | 8.0k | $1.3M | 0% | Mar 2026 |
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| Cascade Investment Advisors | 8.0k | $1.3M | 10% | Mar 2026 |
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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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| Sigma Planning | 7.8k | $1.2M | -7% | Mar 2026 |
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| Kovack Advisors | 7.4k | $1.2M | -3% | Mar 2026 |
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| Patten | 7.3k | $1.2M | 2% | Mar 2026 |
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| Comprehensive Financial Planning | 7.3k | $1.2M | 10% | Mar 2026 |
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| Summit Investment Advisors | 7.3k | $1.2M | 7563% | Mar 2026 |
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| Mml Investors Services | 7.1k | $1.1M | -42% | Mar 2026 |
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| IHT Wealth Management | 6.9k | $1.1M | 0% | Dec 2025 |
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| Creative Planning | 6.8k | $1.1M | 0% | Mar 2026 |
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| Ancora Advisors | 6.5k | $1.0M | 5% | Mar 2026 |
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| Colony | 6.5k | $1.1M | 8% | Dec 2025 |
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| Advisory Services Network | 5.9k | $971k | -3% | Dec 2025 |
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| Concurrent Investment Advisors | 5.9k | $931k | -10% | Mar 2026 |
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| Wedbush Morgan Securities | 5.2k | $827k | 15% | Mar 2026 |
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| VestGen Advisors | 5.2k | $969k | -2% | Mar 2026 |
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| RDA Financial Network | 5.0k | $797k | 0% | Mar 2026 |
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| Prospera Financial Services | 4.8k | $767k | 0% | Mar 2026 |
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| PFG Advisors | 4.7k | $750k | 20% | Mar 2026 |
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| Pensionmark Financial Group | 4.6k | $726k | 17% | Mar 2026 |
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| Kraft, Davis & Associates | 4.5k | $814k | -3% | Mar 2026 |
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| Investors Research Corp | 4.4k | $694k | -17% | Mar 2026 |
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| Benjamin Edwards | 4.3k | $687k | 0% | Mar 2026 |
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| Krilogy Financial | 4.3k | $757k | 0% | Mar 2026 |
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| Cornerstone Wealth Management | 4.2k | $661k | -1% | Mar 2026 |
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| Morey & Quinn Wealth Partners | 4.2k | $659k | 0% | Mar 2026 |
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| SRS Capital Advisors | 4.1k | $657k | -11% | Mar 2026 |
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| Independent Advisor Alliance | 4.0k | $634k | 100% | Mar 2026 |
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| Great Valley Advisor Group | 3.8k | $608k | 100% | Mar 2026 |
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| FMR | 3.8k | $621k | 4% | Dec 2025 |
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| Concentrum Wealth Management | 3.8k | $597k | -3% | Mar 2026 |
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| Flow Traders US | 3.6k | $577k | 100% | Mar 2026 |
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| Eclectic Associates | 3.6k | $572k | -40% | Mar 2026 |
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| ValMark Advisers | 3.5k | $549k | 0% | Mar 2026 |
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| Triumph Capital Management | 3.4k | $538k | 4% | Mar 2026 |
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| RFG Advisory | 3.3k | $530k | -5% | Mar 2026 |
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| Legacy Trust | 3.3k | $529k | 0% | Mar 2026 |
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| Tcfg Wealth Management | 3.3k | $517k | 0% | Mar 2026 |
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| TCFG Investment Advisors | 3.3k | $517k | 100% | Mar 2026 |
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| Rubicon Advisors, GP | 3.2k | $523k | 100% | Dec 2025 |
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| BKA Wealth Consulting | 3.1k | $490k | -2% | Mar 2026 |
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| Rockefeller Capital Management | 3.0k | $480k | 10% | Mar 2026 |
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| J. Derek Lewis & Associates | 3.0k | $470k | 0% | Mar 2026 |
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| Insigneo Advisory Services | 3.0k | $469k | -8% | Mar 2026 |
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| Integrity Alliance | 2.9k | $459k | -46% | Mar 2026 |
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| Aptus Capital Advisors | 2.8k | $451k | 100% | Mar 2026 |
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| Vise Technologies | 2.8k | $459k | 0% | Mar 2026 |
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| Cresset Asset Management | 2.8k | $445k | 6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.8k | $444k | -66% | Mar 2026 |
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| Atlas Private Wealth Advisors | 2.7k | $434k | 0% | Mar 2026 |
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| Accredited Investors | 2.6k | $421k | 0% | Mar 2026 |
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| Pure Financial Advisors | 2.6k | $410k | 0% | Mar 2026 |
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| Oppenheimer & Co | 2.6k | $410k | -5% | Mar 2026 |
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| CI Private Wealth | 2.4k | $389k | 15% | Mar 2026 |
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| Smith, Moore & Co. | 2.4k | $385k | 0% | Mar 2026 |
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| Cottonwood Capital Advisors | 2.4k | $382k | 0% | Mar 2026 |
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| Money Concepts Capital Corp | 2.4k | $381k | 0% | Mar 2026 |
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| Intrua Financial | 2.3k | $364k | -1% | Mar 2026 |
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| Jaffetilchin Investment Partners | 2.3k | $360k | 0% | Mar 2026 |
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| Commerce Bank N A | 2.2k | $349k | 0% | Mar 2026 |
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| CWM | 2.2k | $358k | 0% | Dec 2025 |
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| Mosley Wealth Management | 2.1k | $348k | -2% | Mar 2026 |
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| Purus Wealth Management | 2.1k | $329k | -1% | Mar 2026 |
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| Kayne Anderson Rudnick Investment Management | 2.1k | $336k | 0% | Dec 2025 |
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| Bank of New York Mellon | 2.0k | $319k | 0% | Mar 2026 |
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| Bawa N Mallick Trust | 2.0k | $318k | 0% | Mar 2026 |
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| Pinnacle Financial Partners | 2.0k | $327k | 100% | Dec 2025 |
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| October Effect | 2.0k | $313k | -28% | Mar 2026 |
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| CIBC World Markets | 1.9k | $307k | -11% | Mar 2026 |
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| Arkadios Wealth Advisors | 1.9k | $306k | 27% | Mar 2026 |
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| Arrowroot Family Office | 1.9k | $304k | 0% | Dec 2025 |
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| Vestmark Advisory Solutions | 1.8k | $292k | 100% | Mar 2026 |
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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 | $281k | 0% | Mar 2026 |
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| Signature Securities Group Corporation | 1.7k | $268k | 100% | Mar 2026 |
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| National Asset Management | 1.7k | $256k | -13% | Mar 2026 |
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| Smart Portfolios | 1.7k | $264k | -1% | Mar 2026 |
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| Paul Damon & Associates | 1.6k | $252k | -32% | Mar 2026 |
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| First Heartland Consultants | 1.6k | $251k | 25% | Mar 2026 |
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| Mercer Global Advisors | 1.5k | $241k | -41% | Mar 2026 |
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| Cannon Advisors | 1.5k | $240k | 0% | Mar 2026 |
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| Capital Investment Management | 1.5k | $239k | 0% | Mar 2026 |
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| tru Independence | 1.5k | $236k | 4% | Mar 2026 |
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| Kapstone Financial Advisors | 1.5k | $235k | 0% | Mar 2026 |
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| Ameritas Advisory Services | 1.5k | $235k | 100% | Mar 2026 |
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| Zinnia Wealth Advisory | 1.4k | $228k | 100% | Mar 2026 |
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| Sun Financial | 1.4k | $265k | 0% | Mar 2026 |
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| Moneta Group Investment Advisors | 1.4k | $223k | 0% | Mar 2026 |
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| Snowden Capital Advisors | 1.4k | $225k | 0% | Dec 2025 |
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| Midwest Trust | 1.4k | $219k | -2% | Mar 2026 |
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| Hanson McClain Advisors | 1.4k | $224k | -50% | Dec 2025 |
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| Willner & Heller | 1.3k | $212k | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 1.3k | $210k | 7% | Mar 2026 |
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| Advisory Alpha | 1.3k | $209k | 0% | Mar 2026 |
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| Harvest Investment Services | 1.3k | $214k | 100% | Dec 2025 |
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| Wealth Effects | 1.3k | $206k | 0% | Mar 2026 |
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| Csenge Advisory Group | 1.3k | $204k | 100% | Mar 2026 |
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| Nbc Securities | 1.2k | $192k | 0% | Mar 2026 |
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| Wiser Advisor Group | 1.2k | $187k | -11% | Mar 2026 |
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Who sold out of First Trust IPOX-100 Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bnp Paribas Arbitrage, Snc | Dec 2025 | 50k | $8.2M |
| Kingsview Wealth Management | Dec 2025 | 37k | $6.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 24k | $4.0M |
| IFG Advisory | Dec 2025 | 18k | $2.9M |
| Private Advisory | Dec 2025 | 5.6k | $913k |
| Capital Advisory Group Advisory Services | Dec 2025 | 3.7k | $607k |
| Intl Fcstone | Dec 2025 | 2.2k | $356k |
| Belvedere Trading | Dec 2025 | 2.0k | $327k |
| Appleton Partners | Dec 2025 | 1.7k | $281k |
| Accel Wealth Management | Dec 2025 | 1.4k | $235k |
| AQR Capital Management | Dec 2025 | 1.3k | $214k |
| Empowered Funds | Sep 2025 | 1.3k | $216k |
| Cambria Investment Management | Sep 2025 | 1.3k | $216k |
| Feltz Wealth PLAN | Dec 2025 | 1.3k | $212k |
| Prime Capital Investment Advisors | Dec 2025 | 1.2k | $202k |