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First Trust International IPO ETF (FPXI) Institutional Ownership

First Trust International IPO ETF logo
$47.75 +0.31 (+0.65%)
(As of 12/20/2024 05:16 PM ET)

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)
$19.94M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$12.14M
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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
11/18/2024 Arete Wealth Advisors LLC4,481$216K0.0%-9.9%0.157%
11/18/2024 Asset Allocation Strategies LLC54,402$2.63M0.7%-30.6%1.909%
11/15/2024 MML Investors Services LLC12,875$623K0.0%-26.7%0.452%
11/15/2024 Jane Street Group LLC35,283$1.71M0.0%+104.3%1.238%
11/15/2024 HighTower Advisors LLC45,277$2.19M0.0%-12.9%1.589%
11/15/2024 Benjamin Edwards Inc.39,516$1.92M0.0%N/A1.387%
11/14/2024 National 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%
10/28/2024 US Bancorp DE11,100$537K0.0%+3.1%0.376%
10/25/2024 Twin Peaks Wealth Advisors LLC55,771$2.70M1.2%-3.4%1.859%
10/24/2024 Hibernia 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%
10/21/2024 Integrity Financial Corp WA8,763$424K0.2%-3.8%0.292%
10/15/2024 NBC 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%
10/8/2024 CWM LLC28,554$1.38M0.0%+1,035.3%0.952%
10/8/2024 WealthCare Investment Partners LLC28,737$1.37M0.6%+3.4%0.958%
10/8/2024 Dynamic Advisor Solutions LLC6,928$335K0.0%-10.6%0.231%
8/16/2024 Northwestern Mutual Wealth Management Co.3,706$174K0.0%-6.9%0.120%
8/16/2024 NewEdge Advisors LLC52,360$2.46M0.0%-3.3%1.689%
8/16/2024 Susquehanna International Group LLP100,042$4.71M0.0%+16.7%3.227%
8/14/2024 Bank 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%
8/8/2024 J.W. Cole Advisors Inc.4,463$210K0.0%-5.5%0.144%
8/8/2024 CoreCap Advisors LLC18,602$875K0.1%N/A0.600%
8/6/2024 Advisor OS LLC5,648$266K0.0%+21.5%0.182%
7/31/2024 Asset 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%
7/30/2024 Integrity Financial Corp WA9,106$429K0.3%-76.0%0.289%
7/26/2024 Harbour Investments Inc.5,099$240K0.0%-15.2%0.162%
7/26/2024 Cambridge Investment Research Advisors Inc.21,357$1.01M0.0%-48.2%0.678%
7/18/2024 WealthCare Investment Partners LLC27,785$1.31M0.6%+2.1%0.882%
7/15/2024 Dynamic Advisor Solutions LLC7,753$365K0.0%-10.0%0.246%
7/12/2024 Southland Equity Partners LLC8,239$388K0.1%-25.0%0.262%
7/12/2024 Accel 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%
5/17/2024 National 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%
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5/8/2024 Avantax Advisory Services Inc.9,258$428K0.0%-32.6%0.272%
5/8/2024 US Bancorp DE9,473$437K0.0%+7.1%0.279%
5/3/2024 Integrity 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%
4/30/2024 J.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%
4/25/2024 Cambridge Investment Research Advisors Inc.41,195$1.90M0.0%-24.8%1.212%
4/23/2024 Twin 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%
4/19/2024 Accel Wealth Management4,520$209K0.1%-22.8%0.133%
4/15/2024 WealthCare Investment Partners LLC27,224$1.26M0.6%+2.0%0.801%
4/12/2024 Southland 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%
4/5/2024 NBC Securities Inc.9,710$448K0.0%-26.4%0.249%
3/8/2024ICA Group Wealth Management LLC795$34K0.0%N/A0.020%
3/1/2024 Creekmur Asset Management LLC934$39K0.0%N/A0.024%
2/20/2024 Able Wealth Management LLC1,395$59K0.1%N/A0.036%
2/14/2024 Asset Allocation Strategies LLC80,569$3.40M1.3%+13.8%2.066%
2/12/2024 Clear Investment Research LLC1,186$50K0.1%-35.0%0.030%
2/9/2024 Cambridge Investment Research Advisors Inc.54,764$2.31M0.0%-3.2%1.404%
2/9/2024 Wells 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%
2/7/2024 Avantax Advisory Services Inc.13,743$581K0.0%-6.9%0.352%
2/7/2024Private Portfolio Partners LLC6,386$270K0.1%-16.7%0.164%
2/7/2024 Envestnet Portfolio Solutions Inc.4,972$210K0.0%-8.5%0.127%
2/7/2024 NBC Securities Inc.13,195$557K0.1%-7.4%0.338%
2/7/2024 Integrity Financial Corp WA81,120$3.43M2.5%-4.3%2.080%
2/7/2024 Principal 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%
2/2/2024 Truist Financial Corp12,387$523K0.0%-2.3%0.318%
2/1/2024 National Wealth Management Group LLC7,958$336K0.3%-19.0%0.201%
1/30/2024 SFI Advisors LLC60,039$2.54M2.2%-3.6%1.520%
1/29/2024 NewEdge 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%
1/19/2024 Hibernia 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%
1/17/2024 Twin 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%
1/16/2024 CoreCap Advisors LLC17,468$738K0.0%+23.3%0.437%
1/12/2024 Cedar Brook Financial Partners LLC5,987$254K0.1%-25.5%0.148%
1/11/2024 Dynamic Advisor Solutions LLC9,169$380K0.0%-16.1%0.226%
1/9/2024 Southland Equity Partners LLC12,023$508K0.2%-6.5%0.297%
11/17/2023 Asset Allocation Strategies LLC70,807$2.72M1.3%+10.0%1.647%
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11/16/2023 Harbour Investments Inc.5,725$220K0.0%-10.4%0.133%
11/13/2023 Consolidated Portfolio Review Corp9,986$384K0.1%+17.8%0.232%
11/13/2023 LPL Financial LLC381,523$14.66M0.0%-9.3%8.873%
11/13/2023Provence Wealth Management Group1,814$70K0.0%N/A0.042%
11/13/2023 Envestnet Portfolio Solutions Inc.5,433$209K0.0%N/A0.126%
11/13/2023 Kestra Advisory Services LLC41,477$1.59M0.0%+12.9%0.965%
11/8/2023 HighTower Advisors LLC73,892$2.85M0.0%-4.0%1.718%
11/8/2023 Janney Montgomery Scott LLC31,613$1.22M0.0%-24.4%0.735%
11/8/2023 NewEdge Wealth LLC17,570$675K0.0%+68.7%0.409%
11/8/2023 Avantax Advisory Services Inc.14,759$567K0.0%-2.4%0.343%
(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 57 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 ($191.35K), 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 1,094,795 shares in the last 24 months. This purchase volume represents approximately $67.01M 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 1,367,435 shares in the last 24 months. This volume of shares sold represents approximately $87.34M in transactions.



This page (NASDAQ:FPXI) was last updated on 12/21/2024 by MarketBeat.com Staff
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