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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: 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
   LPL FINANCIAL CORP 1222 - 2024-03-31 255,887 $11,817,000 -100,420
   MORGAN STANLEY 3413 - 2023-12-31 208,038 $8,790,000 -23,534
   Asset Allocation Strategies LLC 27 - 2024-03-31 79,601 $3,676,000 -968
   Bickling Financial Services Inc. 10 - 2022-12-31 88,161 $3,426,000 -38,464
   Twin Peaks Wealth Advisors LLC 19 - 2024-03-31 59,217 $2,735,000 -4,873
   HIGHTOWER ADVISORS, LLC 1291 - 2024-03-31 55,874 $2,582,000 -23,350
   SFI Advisors LLC 19 - 2023-12-31 60,039 $2,537,000 -2,215
   Goss Wealth Management LLC 601 - 2023-12-31 55,671 $2,352,000 -356
   Advisor Group Holdings Inc. 1687 - 2024-03-31 43,334 $2,001,000 -111,137
   ROYAL BANK OF CANADA 2567 - 2023-12-31 46,941 $1,983,000 -5,576
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1295 - 2024-03-31 41,195 $1,902,000 -13,569
   Integrity Financial Corp /WA 21 - 2024-03-31 38,020 $1,756,000 -43,100
   Kestra Advisory Services LLC 855 - 2023-12-31 41,028 $1,733,000 -449
   BANK OF AMERICA CORP /DE/ 3685 - 2023-12-31 37,369 $1,579,000 -2,129
   Ten Capital Wealth Advisors LLC 30 - 2023-06-30 35,977 $1,412,000 -3,575
   COMMONWEALTH EQUITY SERVICES LLC. 2031 - 2024-03-31 28,969 $1,338,000 -2,396
   BENJAMIN F. EDWARDS & COMPANY INC. 446 - 2024-03-31 27,888 $1,288,000 -7,903
   Sebold Capital Management Inc. 24 - 2024-03-31 27,654 $1,277,000 -3,052
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1916 - 2024-03-31 26,953 $1,245,000 -2,789
   PROSPERA FINANCIAL SERVICES 434 - 2023-12-31 26,817 $1,133,000 -260
   UBS Group AG 3478 - 2023-12-31 21,805 $921,000 -1,017
   JANNEY MONTGOMERY SCOTT LLC 1627 - 2024-03-31 17,733 $819,000 -12,477
   FINANCIAL NETWORK 1578 - 2023-12-31 17,557 $742,000 -308
   NewEdge Wealth LLC 484 - 2024-03-31 15,464 $701,000 -1,183
   MULTIFINANCIAL SECURITIES CORP 1003 - 2023-12-31 14,723 $622,000 -3,774
   BB&T CORP 1899 - 2023-12-31 12,387 $523,000 -287
   Southland Equity Partners LLC 97 - 2024-03-31 10,980 $507,000 -1,043
   NBC SECURITIES INC. 466 - 2024-03-31 9,710 $448,000 -3,485
   H D Vest Advisory Services 1115 - 2024-03-31 9,258 $428,000 -4,485
   WAYNE HUMMER INVESTMENTS L.L.C. 324 - 2024-03-31 8,672 $400,000 -1,075
   Dynamic Advisors Solutions LLC 664 - 2024-03-31 8,612 $398,000 -557
   Clarus Wealth Advisors 87 - 2024-03-31 8,268 $382,000 -803
   Arkadios Wealth Advisors 477 - 2024-03-31 7,826 $361,000 -196
   National Wealth Management Group LLC 94 - 2023-12-31 7,958 $336,000 -1,869
   INSIGNEO ADVISORY SERVICES LLC 323 - 2023-12-31 7,308 $309,000 -148
   STIFEL FINANCIAL CORP 2823 - 2023-12-31 7,224 $305,000 -808
   Hibernia Wealth Partners LLC 62 - 2024-03-31 6,078 $281,000 -269
   RAYMOND JAMES & ASSOCIATES 3372 - 2024-03-31 5,927 $274,000 -908
   Cedar Brook Financial Partners LLC 345 - 2024-03-31 5,662 $261,000 -325
   Accel Wealth Management 208 - 2024-03-31 4,520 $209,000 -1,334
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1543 - 2023-12-31 4,107 $174,000 -289
   Steward Partners Investment Advisory LLC 1766 - 2023-12-31 1,951 $82,000 -653
   IFP Advisors Inc 1490 - 2023-12-31 1,251 $53,000 -2
   Wagner Wealth Management LLC 180 - 2024-03-31 585 $27,000 -234
   TOWER RESEARCH CAPITAL LLC 4064 - 2023-12-31 285 $12,000 -6,075
   Geneos Wealth Management Inc. 1673 - 2024-03-31 125 $6,000 -105
   Capital Investment Advisory Services LLC 868 - 2024-03-31 100 $5,000 -200
  47 Records found
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