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Get Institutions for : 
First Trust International Ipo (FPXI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    8
Total shares held : 
2,460,116  
% of shares held : 
13.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -35  
Amount of shares held : 
-49,838  
% of shares held change : 
  -0.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 3,351
 0.14%
 
Increased Positions :
17
 186,419
 7.58%
 
Unchanged Positions :
19
 89,885
 3.65%
 
Decreased Positions :
44
-144,929
-5.89%
 
Closed Positions :
13
-94,679
-3.85%
 
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
   U.S. Capital Wealth Advisors LLC 499 - 2024-03-31 8,884 $410,000 0
   Private Portfolio Partners LLC 216 - 2024-03-31 6,386 $295,000 0
   Envestnet Portfolio Solutions Inc. 1490 - 2024-03-31 4,972 $230,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 193 - 2023-12-31 1,814 $77,000 0
   CLEAR INVESTMENT RESEARCH LLC 95 - 2024-03-31 1,186 $55,000 0
   HARBOR INVESTMENT ADVISORY LLC 574 - 2024-03-31 1,121 $52,000 0
   Bogart Wealth LLC 629 - 2024-03-31 237 $11,000 0
   Founders Financial Alliance LLC 493 - 2024-03-31 174 $8,000 0
   Larson Financial Group LLC 1221 - 2024-03-31 76 $4,000 0
   Global Retirement Partners LLC 2570 - 2024-03-31 57 $3,000 0
   Key Financial Inc 1084 - 2024-03-31 52 $2,000 0
   PROEQUITIES INC. 2988 - 2024-03-31 0 $0 0

  12 Records found
  1    
  Page 1 of 1
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