First Trust International IPO ETF (FPXI) Institutional Ownership

$45.39
+0.92 (+2.07%)
(As of 04:29 PM ET)

Institutional Ownership Changes (13F Filings) for First Trust International IPO ETF (NASDAQ:FPXI)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$20.61M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$36.74M
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FPXI Institutional Buying and Selling by Quarter

First Trust International IPO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.26,953$1.25M0.0%-9.4%0.793%
4/19/2024Accel Wealth Management4,520$209K0.1%-22.8%0.133%
4/15/2024WealthCare 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%
2/14/2024Asset Allocation Strategies LLC80,569$3.40M1.3%+13.8%2.066%
2/12/2024Clear Investment Research LLC1,186$50K0.1%-35.0%0.030%
2/9/2024Cambridge 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%
2/8/2024Janney Montgomery Scott LLC30,210$1.28M0.0%-4.4%0.775%
2/7/2024Avantax Advisory Services Inc.13,743$581K0.0%-6.9%0.352%
2/7/2024Private Portfolio Partners LLC6,386$270K0.1%-16.7%0.164%
2/7/2024Envestnet 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%
2/7/2024Integrity Financial Corp WA81,120$3.43M2.5%-4.3%2.080%
2/7/2024Principal Securities Inc.7,577$320K0.0%N/A0.194%
2/6/2024Benjamin 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%
1/29/2024NewEdge Wealth LLC16,647$703K0.0%-5.3%0.421%
1/25/2024 International Assets Investment Management LLC104,611$4.42M0.0%N/A2.615%
1/24/2024Stratos Wealth Partners LTD.16,771$709K0.0%-6.8%0.419%
1/24/2024Arkadios Wealth Advisors8,022$339K0.0%-9.2%0.201%
1/24/2024 International Assets Investment Management LLC104,611$4.42M0.0%N/A2.615%
1/22/2024 Clarus Wealth Advisors9,071$378K0.2%N/A0.227%
1/19/2024Hibernia 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%
1/17/2024Twin Peaks Wealth Advisors LLC64,090$2.71M1.7%N/A1.602%
1/16/2024Raymond James Financial Services Advisors Inc.29,742$1.26M0.0%-7.2%0.744%
1/16/2024Raymond James & Associates6,835$289K0.0%-35.7%0.171%
1/16/2024CoreCap Advisors LLC17,468$738K0.0%+23.3%0.437%
1/12/2024Cedar 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%
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11/17/2023Asset Allocation Strategies LLC70,807$2.72M1.3%+10.0%1.647%
11/16/2023Harbour Investments Inc.5,725$220K0.0%-10.4%0.133%
11/13/2023Consolidated 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%
11/13/2023Envestnet Portfolio Solutions Inc.5,433$209K0.0%N/A0.126%
11/13/2023Kestra Advisory Services LLC41,477$1.59M0.0%+12.9%0.965%
11/8/2023HighTower Advisors LLC73,892$2.85M0.0%-4.0%1.718%
11/8/2023Janney Montgomery Scott LLC31,613$1.22M0.0%-24.4%0.735%
11/8/2023NewEdge Wealth LLC17,570$675K0.0%+68.7%0.409%
11/8/2023Avantax Advisory Services Inc.14,759$567K0.0%-2.4%0.343%
11/6/2023Lincoln 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%
10/30/2023Sandy Spring Bank1,161$45K0.0%-27.8%0.027%
10/25/2023Kowal Investment Group LLC6,731$259K0.1%-17.8%0.155%
10/24/2023Stratos Wealth Partners LTD.17,995$691K0.0%-1.5%0.414%
10/24/2023Raymond James Financial Services Advisors Inc.32,035$1.23M0.0%-14.9%0.736%
10/24/2023Raymond James & Associates10,631$408K0.0%-23.9%0.244%
10/24/2023Cambridge 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%
10/20/2023Accel Wealth Management6,000$231K0.1%-23.5%0.138%
10/17/2023Cedar Brook Financial Partners LLC8,038$309K0.1%-14.5%0.185%
10/16/2023 LexAurum Advisors LLC9,446$363K0.1%+7.0%0.217%
10/12/2023Hibernia Wealth Partners LLC9,353$359K0.3%N/A0.215%
10/11/2023 Dynamic Advisor Solutions LLC10,922$420K0.0%-39.4%0.251%
10/10/2023WealthCare 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%
8/10/2023US Bancorp DE8,288$325K0.0%+33.8%0.180%
8/10/2023National Wealth Management Group LLC9,927$406K0.4%-5.2%0.216%
8/10/2023Private 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%
8/8/2023Advisor OS LLC15,410$605K0.1%-3.9%0.335%
8/8/2023Prospera Financial Services Inc28,050$1.10M0.0%-3.4%0.610%
8/7/2023Lincoln National Corp12,966$509K0.0%-49.6%0.282%
8/4/2023Apollon 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%
7/27/2023J.W. Cole Advisors Inc.6,265$246K0.0%-6.2%0.136%
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7/26/2023Janney Montgomery Scott LLC41,827$1.64M0.0%-8.4%0.909%
7/25/2023Raymond James Financial Services Advisors Inc.37,628$1.48M0.0%-10.4%0.818%
7/25/2023Raymond James & Associates13,973$549K0.0%-80.0%0.304%
7/25/2023Onyx Bridge Wealth Group LLC5,785$227K0.1%N/A0.126%
7/24/2023Accel Wealth Management7,846$308K0.2%+41.3%0.171%
7/18/2023Kowal Investment Group LLC8,192$322K0.1%-47.8%0.172%
7/13/2023 Whitaker Myers Wealth Managers LTD.7,543$296K0.2%-18.1%0.152%
7/13/2023WealthCare Investment Partners LLC25,410$1.00M0.6%-2.4%0.513%
7/13/2023Cambridge Investment Research Advisors Inc.58,737$2.31M0.0%-8.2%1.187%
7/7/2023Savior LLC4,592$180K0.7%-92.2%0.093%
(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, 115 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 79 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. ($245.10K), International Assets Investment Management LLC ($209.22K), Financial Consulate Inc. ($193.21K), Great Valley Advisor Group Inc. ($110.44K), Asset Allocation Strategies LLC ($66.27K), and Twin Peaks Wealth Advisors LLC ($64.09K).

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

Institutional investors have bought a total of 1,972,575 shares in the last 24 months. This purchase volume represents approximately $142.10M in transactions.

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

Of the 83 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), Advisor Group Holdings Inc. ($452.39K), Raymond James & Associates ($424.41K), Commonwealth Equity Services LLC ($257.79K), Kowal Investment Group LLC ($214.49K), Financial Consulate Inc. ($187.12K), and Raymond James Financial Services Advisors Inc. ($144.30K).

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

Institutional investors have sold a total of 3,859,514 shares in the last 24 months. This volume of shares sold represents approximately $320.62M in transactions.


This page (NASDAQ:FPXI) was last updated on 4/23/2024 by MarketBeat.com Staff

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