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Get Institutions for : 
First Trust US IPO Index (FPX)  
$105.15 2.11 (2.05%) as of 4:30 Wed 5/15


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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  : 
18.93 (21.96%)  




 
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
   SRS Capital Advisors Inc. 29 - 2023-12-31 92,989 $8,917,000 520
   ROYAL BANK OF CANADA 1540 - 2023-12-31 89,197 $8,553,000 19,069
   Cassia Capital Partners LLC 9 - 2024-03-31 68,367 $7,233,000 4,160
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1138 - 2024-03-31 46,565 $4,927,000 133
   COTTONWOOD CAPITAL ADVISORS LLC 17 - 2024-03-31 28,120 $2,344,000 25,383
   FINANCIAL NETWORK 923 - 2023-12-31 22,519 $2,159,000 125
   Chicago Partners Investment Group LLC 208 - 2024-03-31 19,890 $1,977,000 1,195
   Fernwood Investment Management LLC 56 - 2023-12-31 15,763 $1,512,000 91
   MARINER WEALTH ADVISORS, LLC 1186 - 2023-12-31 15,716 $1,507,000 2,756
   ATRIA INVESTMENTS LLC 814 - 2023-12-31 12,468 $1,196,000 249
   TWO SIGMA ADVISERS, LLC 1771 - 2023-12-31 7,600 $729,000 7,600
   Equitable Holdings Inc. 693 - 2023-12-31 6,705 $643,000 41
   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
   FMR LLC 2515 - 2023-12-31 5,588 $536,000 2,147
   ICA Group Wealth Management LLC 155 - 2023-12-31 5,267 $505,000 707
   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
   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
   Qube Research & Technologies Ltd 2896 - 2023-12-31 523 $50,000 523
   Global Retirement Partners LLC 1403 - 2024-03-31 477 $50,000 59
  24 Records found
  1    
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