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First Trust International IPO ETF (FPXI) Institutional Ownership

First Trust International IPO ETF logo
$50.01 +1.11 (+2.27%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust International IPO ETF (NASDAQ:FPXI)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$17.89M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$11.62M
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FPXI Institutional Buying and Selling by Quarter

First Trust International IPO ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Dynamic Advisor Solutions LLC5,640$266K0.0%-18.6%0.201%
1/17/2025 Janney Montgomery Scott LLC17,128$808K0.0%+7.1%0.612%
1/15/2025 Arkadios Wealth Advisors23,674$1.12M0.1%+196.7%0.846%
1/14/2025 Sebold Capital Management Inc.10,469$494K0.3%-33.9%0.374%
1/14/2025 Clarus Wealth Advisors8,118$385K0.2%-3.0%0.290%
11/18/2024Arete Wealth Advisors LLC4,481$216K0.0%-9.9%0.157%
11/18/2024Asset Allocation Strategies LLC54,402$2.63M0.7%-30.6%1.909%
11/15/2024MML Investors Services LLC12,875$623K0.0%-26.7%0.452%
11/15/2024Jane Street Group LLC35,283$1.71M0.0%+104.3%1.238%
11/15/2024HighTower Advisors LLC45,277$2.19M0.0%-12.9%1.589%
11/15/2024Benjamin Edwards Inc.39,516$1.92M0.0%N/A1.387%
11/14/2024National Wealth Management Group LLC6,154$298K0.2%-14.1%0.216%
10/29/2024 Janney Montgomery Scott LLC15,993$773K0.0%-9.1%0.542%
10/28/2024US Bancorp DE11,100$537K0.0%+3.1%0.376%
10/25/2024Twin Peaks Wealth Advisors LLC55,771$2.70M1.2%-3.4%1.859%
10/24/2024Hibernia Wealth Partners LLC4,761$230K0.1%N/A0.159%
10/24/2024 Arkadios Wealth Advisors7,978$386K0.0%+4.6%0.266%
10/22/2024 Sebold Capital Management Inc.15,841$766K0.5%-13.6%0.528%
10/21/2024Integrity Financial Corp WA8,763$424K0.2%-3.8%0.292%
10/15/2024NBC Securities Inc.6,513$314K0.0%-26.9%0.217%
10/10/2024 Koshinski Asset Management Inc.7,025$340K0.0%+4.0%0.234%
10/8/2024CWM LLC28,554$1.38M0.0%+1,035.3%0.952%
10/8/2024WealthCare Investment Partners LLC28,737$1.37M0.6%+3.4%0.958%
10/8/2024Dynamic Advisor Solutions LLC6,928$335K0.0%-10.6%0.231%
8/16/2024Northwestern Mutual Wealth Management Co.3,706$174K0.0%-6.9%0.120%
8/16/2024NewEdge Advisors LLC52,360$2.46M0.0%-3.3%1.689%
8/16/2024Susquehanna International Group LLP100,042$4.71M0.0%+16.7%3.227%
8/14/2024Bank of Montreal Can8,400$403K0.0%N/A0.271%
8/13/2024Benjamin F. Edwards & Company Inc.27,591$1.30M0.0%-1.1%0.890%
8/8/2024J.W. Cole Advisors Inc.4,463$210K0.0%-5.5%0.144%
8/8/2024CoreCap Advisors LLC18,602$875K0.1%N/A0.600%
8/6/2024Advisor OS LLC5,648$266K0.0%+21.5%0.182%
7/31/2024Asset Allocation Strategies LLC78,399$3.69M1.2%-1.5%2.489%
7/31/2024Commonwealth Equity Services LLC30,082$1.42M0.0%+3.8%0.955%
7/30/2024Integrity Financial Corp WA9,106$429K0.3%-76.0%0.289%
7/26/2024Harbour Investments Inc.5,099$240K0.0%-15.2%0.162%
7/26/2024Cambridge Investment Research Advisors Inc.21,357$1.01M0.0%-48.2%0.678%
7/18/2024WealthCare Investment Partners LLC27,785$1.31M0.6%+2.1%0.882%
7/15/2024Dynamic Advisor Solutions LLC7,753$365K0.0%-10.0%0.246%
7/12/2024Southland Equity Partners LLC8,239$388K0.1%-25.0%0.262%
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7/12/2024Accel Wealth Management5,488$258K0.1%+21.4%0.174%
7/11/2024 Clarus Wealth Advisors8,507$413K0.2%+2.9%0.270%
5/24/2024Cetera Advisors LLC13,026$602K0.0%-11.5%0.383%
5/17/2024National Wealth Management Group LLC7,667$354K0.3%-3.7%0.226%
5/9/2024 Koshinski Asset Management Inc.5,306$245K0.0%N/A0.156%
5/8/2024Avantax Advisory Services Inc.9,258$428K0.0%-32.6%0.272%
5/8/2024US Bancorp DE9,473$437K0.0%+7.1%0.279%
5/3/2024Integrity Financial Corp WA38,020$1.76M1.2%-53.1%1.118%
5/1/2024 Janney Montgomery Scott LLC17,733$819K0.0%-41.3%0.522%
4/30/2024J.W. Cole Advisors Inc.4,722$218K0.0%N/A0.139%
4/30/2024Commonwealth Equity Services LLC28,969$1.34M0.0%-7.6%0.852%
4/29/2024Benjamin F. Edwards & Company Inc.27,888$1.29M0.0%-22.1%0.820%
4/25/2024Cambridge Investment Research Advisors Inc.41,195$1.90M0.0%-24.8%1.212%
4/23/2024Twin Peaks Wealth Advisors LLC59,217$2.74M1.5%-7.6%1.742%
4/23/2024Raymond James Financial Services Advisors Inc.26,953$1.25M0.0%-9.4%0.793%
4/19/2024Accel Wealth Management4,520$209K0.1%-22.8%0.133%
4/15/2024WealthCare Investment Partners LLC27,224$1.26M0.6%+2.0%0.801%
4/12/2024Southland Equity Partners LLC10,980$507K0.1%-8.7%0.318%
4/11/2024 Clarus Wealth Advisors8,268$382K0.2%-8.9%0.240%
4/11/2024 Sebold Capital Management Inc.27,654$1.28M0.9%-9.9%0.802%
4/5/2024NBC Securities Inc.9,710$448K0.0%-26.4%0.249%
3/8/2024ICA Group Wealth Management LLC795$34K0.0%N/A0.020%
3/1/2024Creekmur Asset Management LLC934$39K0.0%N/A0.024%
2/20/2024Able Wealth Management LLC1,395$59K0.1%N/A0.036%
2/14/2024Asset Allocation Strategies LLC80,569$3.40M1.3%+13.8%2.066%
2/12/2024Clear Investment Research LLC1,186$50K0.1%-35.0%0.030%
2/9/2024Cambridge Investment Research Advisors Inc.54,764$2.31M0.0%-3.2%1.404%
2/9/2024Wells Fargo & Company MN310,683$13.13M0.0%-4.8%7.966%
2/8/2024 Janney Montgomery Scott LLC30,210$1.28M0.0%-4.4%0.775%
2/7/2024Avantax Advisory Services Inc.13,743$581K0.0%-6.9%0.352%
2/7/2024Private Portfolio Partners LLC6,386$270K0.1%-16.7%0.164%
2/7/2024Envestnet Portfolio Solutions Inc.4,972$210K0.0%-8.5%0.127%
2/7/2024NBC Securities Inc.13,195$557K0.1%-7.4%0.338%
2/7/2024Integrity Financial Corp WA81,120$3.43M2.5%-4.3%2.080%
2/7/2024Principal Securities Inc.7,577$320K0.0%N/A0.194%
2/6/2024Benjamin F. Edwards & Company Inc.35,791$1.51M0.0%-8.1%0.918%
2/2/2024Truist Financial Corp12,387$523K0.0%-2.3%0.318%
2/1/2024National Wealth Management Group LLC7,958$336K0.3%-19.0%0.201%
1/30/2024SFI Advisors LLC60,039$2.54M2.2%-3.6%1.520%
1/29/2024NewEdge Wealth LLC16,647$703K0.0%-5.3%0.421%
1/25/2024 International Assets Investment Management LLC104,611$4.42M0.0%N/A2.615%
1/24/2024Stratos Wealth Partners LTD.16,771$709K0.0%-6.8%0.419%
1/24/2024 Arkadios Wealth Advisors8,022$339K0.0%-9.2%0.201%
1/24/2024 International Assets Investment Management LLC104,611$4.42M0.0%N/A2.615%
1/22/2024 Clarus Wealth Advisors9,071$378K0.2%N/A0.227%
1/19/2024Hibernia Wealth Partners LLC6,347$268K0.2%-32.1%0.159%
1/18/2024 Sebold Capital Management Inc.30,706$1.30M1.0%-17.0%0.768%
1/17/2024Twin Peaks Wealth Advisors LLC64,090$2.71M1.7%N/A1.602%
1/16/2024Raymond James Financial Services Advisors Inc.29,742$1.26M0.0%-7.2%0.744%
1/16/2024Raymond James & Associates6,835$289K0.0%-35.7%0.171%
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1/16/2024CoreCap Advisors LLC17,468$738K0.0%+23.3%0.437%
1/12/2024Cedar Brook Financial Partners LLC5,987$254K0.1%-25.5%0.148%
1/11/2024Dynamic Advisor Solutions LLC9,169$380K0.0%-16.1%0.226%
1/9/2024Southland Equity Partners LLC12,023$508K0.2%-6.5%0.297%
11/17/2023Asset Allocation Strategies LLC70,807$2.72M1.3%+10.0%1.647%
11/16/2023Harbour Investments Inc.5,725$220K0.0%-10.4%0.133%
11/13/2023Consolidated Portfolio Review Corp9,986$384K0.1%+17.8%0.232%
11/13/2023LPL Financial LLC381,523$14.66M0.0%-9.3%8.873%
11/13/2023Provence Wealth Management Group1,814$70K0.0%N/A0.042%
11/13/2023Envestnet Portfolio Solutions Inc.5,433$209K0.0%N/A0.126%
(Data available from 1/1/2016 forward)

FPXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPXI shares?

During the previous two years, 89 institutional investors and hedge funds held shares of First Trust International IPO ETF. The most heavily invested institutionals were Octavia Wealth Advisors LLC ($21.28M), LPL Financial LLC ($14.66M), Advisor Group Holdings Inc. ($13.67M), Wells Fargo & Company MN ($13.13M), Osaic Holdings Inc. ($11.36M), Mach 1 Financial Group LLC ($10.60M), and Susquehanna International Group LLP ($4.71M).Learn more on FPXI's institutional investors.

Which institutional investors have been buying First Trust International IPO ETF stock?

Of the 58 institutional investors that purchased First Trust International IPO ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($209.22K), Octavia Wealth Advisors LLC ($97.20K), Asset Allocation Strategies LLC ($66.27K), Twin Peaks Wealth Advisors LLC ($64.09K), Kestra Advisory Services LLC ($59.78K), Advisor Group Holdings Inc. ($51.05K), and CWM LLC ($40.64K).

How much institutional buying is happening at First Trust International IPO ETF?

Institutional investors have bought a total of 997,270 shares in the last 24 months. This purchase volume represents approximately $58.91M in transactions.

Which First Trust International IPO ETF major shareholders have been selling company stock?

Of the 60 institutional investors that sold First Trust International IPO ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($229.86K), Kowal Investment Group LLC ($214.49K), Cambridge Investment Research Advisors Inc. ($125.42K), CWM LLC ($99.66K), Integrity Financial Corp WA ($76.05K), Raymond James & Associates ($70.29K), and Asset Allocation Strategies LLC ($57.34K).

How much institutional selling is happening at First Trust International IPO ETF?

Institutional investors have sold a total of 1,369,258 shares in the last 24 months. This volume of shares sold represents approximately $87.27M in transactions.



This page (NASDAQ:FPXI) was last updated on 1/21/2025 by MarketBeat.com Staff
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