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Get Institutions for : 
First Trust US IPO Index (FPX)  
$98.38 0.99 (1%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 160    1
Total shares held : 
 3,521,097  
% of shares held : 
 22.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -51  
Amount of shares held : 
 -544,110  
% of shares held change : 
   -3.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $92.99  
Last Quarter's Ending Price : 
 $105.80  
Last Quarter's Average Price : 
 $98.82  
Change from last quarter's     
avg. price to the last closing  : 
0.44 (0.45%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 10,019
 0.28%
 
Increased Positions :
29
 112,949
 3.21%
 
Unchanged Positions :
44
 99,801
 2.83%
 
Decreased Positions :
79
-317,608
-9.02%
 
Closed Positions :
9
-349,470
-9.93%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SageView Advisory Group LLC 77 *New 2024-03-31 71,526 $3,305,000 71,526
   GOLDMAN SACHS GROUP INC/ 3127 *New 2024-03-31 20,307 $2,148,000 20,307
   Pinnacle Family Advisors LLC 42 *New 2024-03-31 6,836 $723,000 6,836
   Lineweaver Wealth Advisors LLC 98 *New 2024-03-31 2,739 $544,000 2,739
   EPIQ PARTNERS LLC 70 *New 2024-03-31 2,000 $212,000 2,000
   SYNOVUS FINANCIAL CORP 803 *New 2024-03-31 2,007 $212,000 2,007
   Dynamic Advisors Solutions LLC 866 *New 2024-03-31 1,922 $203,000 1,922
   JANE STREET GROUP LLC 4725 *New 2024-03-31 1,908 $202,000 1,908
   Continuum Advisory LLC 449 *New 2024-03-31 1,183 $122,000 1,183
   MATHER GROUP, INC. 1035 *New 2024-03-31 243 $23,000 243
   Register Financial Advisors LLC 504 *New 2024-03-31 124 $13,000 124
   GAMMA Investing LLC 2012 *New 2024-03-31 100 $11,000 100
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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