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First Trust International IPO ETF (FPXI) Institutional Ownership

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(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust International IPO ETF (NASDAQ:FPXI)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$16.99M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$22.24M
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FPXI Institutional Buying and Selling by Quarter

First Trust International IPO ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024 Koshinski Asset Management Inc.5,306$245K0.0%N/A0.156%
5/8/2024 Avantax Advisory Services Inc.9,258$428K0.0%-32.6%0.272%
5/8/2024 US Bancorp DE9,473$437K0.0%+7.1%0.279%
5/3/2024 Integrity Financial Corp WA38,020$1.76M1.2%-53.1%1.118%
5/1/2024 Janney Montgomery Scott LLC17,733$819K0.0%-41.3%0.522%
4/30/2024 J.W. Cole Advisors Inc.4,722$218K0.0%N/A0.139%
4/30/2024Commonwealth Equity Services LLC28,969$1.34M0.0%-7.6%0.852%
4/29/2024 Benjamin F. Edwards & Company Inc.27,888$1.29M0.0%-22.1%0.820%
4/25/2024 Cambridge Investment Research Advisors Inc.41,195$1.90M0.0%-24.8%1.212%
4/23/2024 Twin Peaks Wealth Advisors LLC59,217$2.74M1.5%-7.6%1.742%
4/23/2024 Raymond James Financial Services Advisors Inc.26,953$1.25M0.0%-9.4%0.793%
4/19/2024 Accel Wealth Management4,520$209K0.1%-22.8%0.133%
4/15/2024 WealthCare Investment Partners LLC27,224$1.26M0.6%+2.0%0.801%
4/12/2024 Southland Equity Partners LLC10,980$507K0.1%-8.7%0.318%
4/11/2024 Clarus Wealth Advisors8,268$382K0.2%-8.9%0.240%
4/11/2024 Sebold Capital Management Inc.27,654$1.28M0.9%-9.9%0.802%
4/5/2024 NBC Securities Inc.9,710$448K0.0%-26.4%0.249%
3/8/2024ICA Group Wealth Management LLC795$34K0.0%N/A0.020%
3/1/2024Creekmur Asset Management LLC934$39K0.0%N/A0.024%
2/20/2024Able Wealth Management LLC1,395$59K0.1%N/A0.036%
2/14/2024 Asset Allocation Strategies LLC80,569$3.40M1.3%+13.8%2.066%
2/12/2024 Clear Investment Research LLC1,186$50K0.1%-35.0%0.030%
2/9/2024 Cambridge Investment Research Advisors Inc.54,764$2.31M0.0%-3.2%1.404%
2/9/2024Wells Fargo & Company MN310,683$13.13M0.0%-4.8%7.966%
2/8/2024 Janney Montgomery Scott LLC30,210$1.28M0.0%-4.4%0.775%
2/7/2024 Avantax Advisory Services Inc.13,743$581K0.0%-6.9%0.352%
2/7/2024 Private Portfolio Partners LLC6,386$270K0.1%-16.7%0.164%
2/7/2024 Envestnet Portfolio Solutions Inc.4,972$210K0.0%-8.5%0.127%
2/7/2024 NBC Securities Inc.13,195$557K0.1%-7.4%0.338%
2/7/2024 Integrity Financial Corp WA81,120$3.43M2.5%-4.3%2.080%
2/7/2024Principal Securities Inc.7,577$320K0.0%N/A0.194%
2/6/2024 Benjamin F. Edwards & Company Inc.35,791$1.51M0.0%-8.1%0.918%
2/2/2024Truist Financial Corp12,387$523K0.0%-2.3%0.318%
2/1/2024National Wealth Management Group LLC7,958$336K0.3%-19.0%0.201%
1/30/2024SFI Advisors LLC60,039$2.54M2.2%-3.6%1.520%
1/29/2024 NewEdge Wealth LLC16,647$703K0.0%-5.3%0.421%
1/25/2024 International Assets Investment Management LLC104,611$4.42M0.0%N/A2.615%
1/24/2024 Stratos Wealth Partners LTD.16,771$709K0.0%-6.8%0.419%
1/24/2024 Arkadios Wealth Advisors8,022$339K0.0%-9.2%0.201%
1/24/2024 International Assets Investment Management LLC104,611$4.42M0.0%N/A2.615%
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1/22/2024 Clarus Wealth Advisors9,071$378K0.2%N/A0.227%
1/19/2024 Hibernia Wealth Partners LLC6,347$268K0.2%-32.1%0.159%
1/18/2024 Sebold Capital Management Inc.30,706$1.30M1.0%-17.0%0.768%
1/17/2024 Twin Peaks Wealth Advisors LLC64,090$2.71M1.7%N/A1.602%
1/16/2024 Raymond James Financial Services Advisors Inc.29,742$1.26M0.0%-7.2%0.744%
1/16/2024 Raymond James & Associates6,835$289K0.0%-35.7%0.171%
1/16/2024CoreCap Advisors LLC17,468$738K0.0%+23.3%0.437%
1/12/2024 Cedar Brook Financial Partners LLC5,987$254K0.1%-25.5%0.148%
1/11/2024 Dynamic Advisor Solutions LLC9,169$380K0.0%-16.1%0.226%
1/9/2024 Southland Equity Partners LLC12,023$508K0.2%-6.5%0.297%
11/17/2023 Asset Allocation Strategies LLC70,807$2.72M1.3%+10.0%1.647%
11/16/2023Harbour Investments Inc.5,725$220K0.0%-10.4%0.133%
11/13/2023 Consolidated Portfolio Review Corp9,986$384K0.1%+17.8%0.232%
11/13/2023LPL Financial LLC381,523$14.66M0.0%-9.3%8.873%
11/13/2023Provence Wealth Management Group1,814$70K0.0%N/A0.042%
11/13/2023 Envestnet Portfolio Solutions Inc.5,433$209K0.0%N/A0.126%
11/13/2023Kestra Advisory Services LLC41,477$1.59M0.0%+12.9%0.965%
11/8/2023 HighTower Advisors LLC73,892$2.85M0.0%-4.0%1.718%
11/8/2023 Janney Montgomery Scott LLC31,613$1.22M0.0%-24.4%0.735%
11/8/2023 NewEdge Wealth LLC17,570$675K0.0%+68.7%0.409%
11/8/2023 Avantax Advisory Services Inc.14,759$567K0.0%-2.4%0.343%
11/6/2023 Lincoln National Corp7,383$284K0.0%-43.1%0.172%
11/4/2023 NBC Securities Inc.14,257$547K0.1%N/A0.332%
10/30/2023SFI Advisors LLC62,254$2.39M2.3%+21.2%1.431%
10/30/2023 Sandy Spring Bank1,161$45K0.0%-27.8%0.027%
10/25/2023 Kowal Investment Group LLC6,731$259K0.1%-17.8%0.155%
10/24/2023 Stratos Wealth Partners LTD.17,995$691K0.0%-1.5%0.414%
10/24/2023 Raymond James Financial Services Advisors Inc.32,035$1.23M0.0%-14.9%0.736%
10/24/2023 Raymond James & Associates10,631$408K0.0%-23.9%0.244%
10/24/2023 Cambridge Investment Research Advisors Inc.56,581$2.17M0.0%-3.7%1.301%
10/23/2023 Sebold Capital Management Inc.37,002$1.42M1.2%-23.6%0.851%
10/23/2023Commonwealth Equity Services LLC29,390$1.13M0.0%-16.5%0.676%
10/20/2023 Accel Wealth Management6,000$231K0.1%-23.5%0.138%
10/17/2023 Cedar Brook Financial Partners LLC8,038$309K0.1%-14.5%0.185%
10/16/2023 LexAurum Advisors LLC9,446$363K0.1%+7.0%0.217%
10/12/2023 Hibernia Wealth Partners LLC9,353$359K0.3%N/A0.215%
10/11/2023 Dynamic Advisor Solutions LLC10,922$420K0.0%-39.4%0.251%
10/10/2023 WealthCare Investment Partners LLC26,612$1.02M0.6%+4.7%0.612%
10/5/2023 Whitaker Myers Wealth Managers LTD.6,513$250K0.2%-13.7%0.142%
8/18/2023SFI Advisors LLC51,352$2.02M1.9%+1.3%1.116%
8/11/2023Kestra Advisory Services LLC36,743$1.44M0.0%-2.3%0.799%
8/10/2023Osaic Holdings Inc.289,293$11.36M0.0%-3.1%6.289%
8/10/2023Commonwealth Equity Services LLC35,197$1.38M0.0%-3.6%0.765%
8/10/2023 US Bancorp DE8,288$325K0.0%+33.8%0.180%
8/10/2023National Wealth Management Group LLC9,927$406K0.4%-5.2%0.216%
8/10/2023 Private Advisor Group LLC5,374$211K0.0%-30.1%0.117%
8/10/2023Cetera Advisors LLC27,008$1.06M0.0%-12.5%0.587%
8/10/2023Cetera Advisor Networks LLC16,029$629K0.0%-1.5%0.348%
8/10/2023Cetera Investment Advisers10,334$406K0.0%-56.4%0.225%
8/8/2023 Advisor OS LLC15,410$605K0.1%-3.9%0.335%
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8/8/2023Prospera Financial Services Inc28,050$1.10M0.0%-3.4%0.610%
8/7/2023 Lincoln National Corp12,966$509K0.0%-49.6%0.282%
8/4/2023 Apollon Wealth Management LLC6,067$238K0.0%N/A0.132%
8/3/2023Atria Wealth Solutions Inc.33,251$1.31M0.0%+24.8%0.723%
8/3/2023 Dynamic Advisor Solutions LLC18,024$708K0.0%-4.1%0.392%
8/1/2023Truist Financial Corp12,669$497K0.0%-23.5%0.275%
7/31/2023LPL Financial LLC420,722$16.52M0.0%-3.6%9.146%
7/31/2023Ten Capital Wealth Advisors LLC35,977$1.41M0.4%-9.0%0.782%
7/28/2023 Sebold Capital Management Inc.48,410$1.90M1.5%+8.3%1.052%
7/27/2023 J.W. Cole Advisors Inc.6,265$246K0.0%-6.2%0.136%
(Data available from 1/1/2016 forward)

FPXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPXI shares?

During the previous two years, 108 institutional investors and hedge funds held shares of First Trust International IPO ETF. The most heavily invested institutionals were Total Investment Management Inc. ($22.66M), Octavia Wealth Advisors LLC ($21.28M), LPL Financial LLC ($14.66M), Advisor Group Holdings Inc. ($13.67M), Wells Fargo & Company MN ($13.13M), Osaic Holdings Inc. ($11.36M), and Mach 1 Financial Group LLC ($10.60M).Learn more on FPXI's institutional investors.

Which institutional investors have been buying First Trust International IPO ETF stock?

Of the 77 institutional investors that purchased First Trust International IPO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Octavia Wealth Advisors LLC ($387.82K), Total Investment Management Inc. ($237.29K), International Assets Investment Management LLC ($209.22K), Great Valley Advisor Group Inc. ($110.44K), Asset Allocation Strategies LLC ($66.27K), Twin Peaks Wealth Advisors LLC ($64.09K), and Kestra Advisory Services LLC ($59.78K).

How much institutional buying is happening at First Trust International IPO ETF?

Institutional investors have bought a total of 1,738,219 shares in the last 24 months. This purchase volume represents approximately $118.70M in transactions.

Which First Trust International IPO ETF major shareholders have been selling company stock?

Of the 74 institutional investors that sold First Trust International IPO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($618.41K), Raymond James & Associates ($220.76K), Kowal Investment Group LLC ($214.49K), Financial Consulate Inc. ($187.12K), Commonwealth Equity Services LLC ($161.56K), Cambridge Investment Research Advisors Inc. ($156.82K), and CWM LLC ($114.96K).

How much institutional selling is happening at First Trust International IPO ETF?

Institutional investors have sold a total of 2,670,021 shares in the last 24 months. This volume of shares sold represents approximately $200.06M in transactions.


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This page (NASDAQ:FPXI) was last updated on 5/12/2024 by MarketBeat.com Staff

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