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Get Institutions for : 
First Trust US IPO Index (FPX)  
$100.62 0.62 (0.61%) as of 4:30 Thu 5/30


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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 : 
 $83.19  
Last Quarter's Ending Price : 
 $95.89  
Last Quarter's Average Price : 
 $86.22  
Change from last quarter's     
avg. price to the last closing  : 
14.40 (16.7%)  




 
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: 3-31-2022 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 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
   Cetera Investment Advisers 530 - 2024-03-31 130,004 $13,754,000 24,514
   GeoWealth Management LLC 67 - 2024-03-31 71,378 $7,552,000 71,378
   Cassia Capital Partners LLC 9 - 2024-03-31 68,367 $7,233,000 4,160
   MULTIFINANCIAL SECURITIES CORP 385 - 2024-03-31 58,906 $6,232,000 28,679
   UBS Group AG 2090 - 2024-03-31 52,111 $5,513,000 1,132
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1138 - 2024-03-31 46,565 $4,927,000 133
   Kestra Advisory Services LLC 661 - 2024-03-31 31,742 $3,358,000 1,262
   COTTONWOOD CAPITAL ADVISORS LLC 17 - 2024-03-31 28,120 $2,344,000 25,383
   Chicago Partners Investment Group LLC 208 - 2024-03-31 19,890 $1,977,000 1,195
   STIFEL FINANCIAL CORP 1815 - 2024-03-31 16,443 $1,740,000 644
   Fernwood Investment Management LLC 53 - 2024-03-31 16,014 $1,694,000 251
   Steward Partners Investment Advisory LLC 726 - 2024-03-31 11,437 $1,210,000 423
   IHT Wealth Management LLC 506 - 2024-03-31 7,050 $746,000 186
   Investors Research Corp 179 - 2024-03-31 6,008 $636,000 449
   Cascade Investment Advisors Inc. 93 - 2024-03-31 5,991 $634,000 100
   ICA Group Wealth Management LLC 158 - 2024-03-31 5,324 $563,000 57
   Impact Partnership Wealth LLC 77 - 2024-03-31 4,587 $485,000 87
   NATIONAL ASSET MANAGEMENT, INC. 892 - 2024-03-31 4,897 $411,000 1,000
   RFG Advisory Group LLC 552 - 2024-03-31 3,631 $384,000 587
   Patten Group Inc. 204 - 2024-03-31 3,063 $324,000 66
   Alpha Omega Group Inc. 13 - 2024-03-31 2,942 $311,000 53
   HANSON MCCLAIN, INC. 663 - 2024-03-31 2,834 $300,000 85
   SMITH MOORE & CO. 344 - 2024-03-31 2,829 $299,000 483
   CAPTRUST FINANCIAL ADVISORS 1864 - 2024-03-31 2,403 $254,000 125
   PRIVATE TRUST CO NA 693 - 2024-03-31 1,647 $174,000 280
   NBC SECURITIES INC. 841 - 2024-03-31 1,389 $147,000 10
   Global Retirement Partners LLC 1403 - 2024-03-31 477 $50,000 59
  27 Records found
  1    
  Page 1 of 1
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