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Get Institutions for : 
First Trust US IPO Index (FPX)  
$103.04 0.77 (0.75%) as of 4:30 Tue 5/14


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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  : 
16.82 (19.51%)  




 
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
   TMD Wealth Management LLC 54 *Closed 2023-12-31 0 $0 -47,705
   CarsonAllaria Wealth Management Ltd. 395 *Closed 2024-03-31 0 $0 -238
   Moloney Securities Asset Management LLC 454 *Closed 2024-03-31 0 $0 -4,563
   Rockbridge Investment Management LCC 837 *Closed 2023-12-31 0 $0 -200
   ORG Partners LLC 686 *Closed 2024-03-31 0 $0 -29
   Byrne Asset Management LLC 499 *Closed 2024-03-31 0 $0 -15
   Ascension Capital Advisors Inc. 32 *Closed 2024-03-31 0 $0 -45,281
   MEITAV DASH INVESTMENTS LTD 318 *Closed 2024-03-31 0 $0 -2,364
   IFG Advisory LLC 430 *Closed 2024-03-31 0 $0 -6,900
   GeoWealth Management LLC 709 *Closed 2023-12-31 0 $0 -55,161
   US BANCORP 3983 *Closed 2024-03-31 0 $0 -165
   Kovack Advisors Inc. 607 *Closed 2024-03-31 0 $0 -6,077
   Nelson Van Denburg & Campbell Wealth Management Gr 3768 *Closed 2024-03-31 0 $0 -810
   Moisand Fitzgerald Tamayo LLC 642 *Closed 2024-03-31 0 $0 -95
   Integrity Financial Corp /WA 209 *Closed 2024-03-31 0 $0 -2,118
   BANK OF MONTREAL /CAN/ 3681 *Closed 2023-12-31 0 $0 -165
  16 Records found
  1    
  Page 1 of 1
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