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FPXI

Institutional Ownership

Top 134 Institutional Holders
HolderSharesDateChange% Held
FIRST TRUST ADVISORS LP842.21KJun 30, 26+842.21K30.07%
LPL Financial LLC518.17KJun 30, 26+55.19K18.50%
Concurrent Investment Advisors, LLC409.07KJun 30, 26+409.07K14.61%
MORGAN STANLEY274.23KJun 30, 26+12.72K9.79%
WELLS FARGO & COMPANY/MN162.05KJun 30, 26+8.64K5.79%
WILEY BROS.-AINTREE CAPITAL, LLC108.13KJun 30, 26+108.13K3.86%
NewEdge Advisors, LLC83.99KJun 30, 26+34.39K3.00%
JANE STREET GROUP, LLC82.91KJun 30, 26+82.91K2.96%
COMMONWEALTH EQUITY SERVICES, LLC76.17KJun 30, 26+45.75K2.72%
Kestra Advisory Services, LLC58.30KJun 30, 26+7.83K2.08%
Advisory Services Network, LLC52.80KJun 30, 26+51.63K1.89%
UBS Group AG50.91KJun 30, 26+12.00K1.82%
Cambridge Investment Research Advisors, Inc.44.66KJun 30, 26-6051.59%
Vise Technologies, Inc.40.69KJun 30, 26+40.69K1.45%
SFI Advisors, LLC38.28KJun 30, 26-2871.37%
RAYMOND JAMES FINANCIAL INC36.91KJun 30, 26+11.46K1.32%
WealthCare Investment Partners, LLC35.61KJun 30, 26+4031.27%
TWIN PEAKS WEALTH ADVISORS, LLC34.97KJun 30, 26-3001.25%
BANK OF AMERICA CORP /DE/33.52KJun 30, 26-8.00K1.20%
NORTHBRIDGE FINANCIAL GROUP, LLC33.46KJun 30, 26+10.27K1.19%
ROYAL BANK OF CANADA32.16KJun 30, 26+7.88K1.15%
Synergy Asset Management, LLC29.43KJun 30, 26+29.43K1.05%
Arkadios Wealth Advisors28.24KJun 30, 26-1.17K1.01%
ADVISOR GROUP HOLDINGS, INC.27.42KJun 30, 26+5.57K0.98%
HighTower Advisors, LLC26.10KJun 30, 26-190.93%
Cetera Investment Advisers23.97KJun 30, 26+7730.86%
Kingsview Wealth Management, LLC23.85KJun 30, 26+16.58K0.85%
BENJAMIN EDWARDS INC23.41KJun 30, 26-1.67K0.84%
Impact Partnership Wealth, LLC17.37KJun 30, 26+1.46K0.62%
ENVESTNET ASSET MANAGEMENT INC17.17KJun 30, 26-4300.61%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO16.73KJun 30, 26+1.94K0.60%
CoreCap Advisors, LLC16.00KJun 30, 26-4690.57%
Asset Allocation Strategies LLC14.76KJun 30, 26-7380.53%
CITADEL ADVISORS LLC12.81KJun 30, 26+8.32K0.46%
TRUE BLUE FINANCIAL, LLC12.75KJun 30, 26-3.52K0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.16KJun 30, 26-8.25K0.43%
MCF Advisors LLC11.03KJun 30, 26+11.03K0.39%
MML INVESTORS SERVICES, LLC10.58KJun 30, 26+3.91K0.38%
NewEdge Wealth, LLC8.55KJun 30, 26--0.31%
Equitable Holdings, Inc.7.01KJun 30, 26+1410.25%
Transamerica Financial Advisors, Inc.6.99KJun 30, 26+6.99K0.25%
Belpointe Asset Management LLC6.22KJun 30, 26-1250.22%
TRUIST FINANCIAL CORP5.68KJun 30, 26+5.68K0.20%
J.W. COLE ADVISORS, INC.5.49KJun 30, 26+5.49K0.20%
Meridian Financial, LLC5.46KJun 30, 26-1.70K0.20%
Private Advisor Group, LLC5.33KJun 30, 26+5.33K0.19%
IFG Advisory, LLC5.30KJun 30, 26+5.30K0.19%
GREAT VALLEY ADVISOR GROUP, INC.5.01KJun 30, 26+4500.18%
Accel Wealth Management4.68KJun 30, 26-570.17%
Prospera Financial Services Inc4.68KJun 30, 26+60.17%
Janney Montgomery Scott LLC4.61KJun 30, 26-1860.16%
HARBOUR INVESTMENTS, INC.4.58KJun 30, 26-930.16%
FLOW TRADERS U.S. LLC4.54KJun 30, 26+4.54K0.16%
Farther Finance Advisors, LLC4.20KJun 30, 26+4.20K0.15%
Dynamic Advisor Solutions LLC4.06KJun 30, 26-5790.14%
Clear Point Advisors Inc.3.45KJun 30, 26+3.45K0.12%
Creative Planning3.39KJun 30, 26-5660.12%
National Wealth Management Group, LLC2.97KJun 30, 26+2.97K0.11%
Aurora Private Wealth, Inc.2.96KJun 30, 26+2.96K0.11%
INDEPENDENT FINANCIAL GROUP, LLC2.82KJun 30, 26+2.82K0.10%
STIFEL FINANCIAL CORP2.72KJun 30, 26+2.72K0.10%
B. Riley Wealth Advisors, Inc.2.55KJun 30, 26+2.55K0.09%
COLUMBIA ADVISORY PARTNERS LLC2.48KJun 30, 26+2.48K0.09%
HighPoint Advisor Group LLC2.45KJun 30, 26+2.45K0.09%
PRINCIPAL SECURITIES, INC.2.39KJun 30, 26+2.39K0.09%
Integrity Financial Corp /WA1.71KJun 30, 26--0.06%
PRIVATE TRUST CO NA1.59KJun 30, 26+2460.06%
Atlantic Union Bankshares Corp1.12KJun 30, 26+50.04%
IFP Advisors, Inc1.02KJun 30, 26--0.04%
Integrated Wealth Concepts LLC644Jun 30, 26+6440.02%
JPMORGAN CHASE & CO583Jun 30, 26+5820.02%
AE Wealth Management LLC561Jun 30, 26-240.02%
NI ACQUISITIONS COMPANY, LLC427Jun 30, 26+4270.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC349Jun 30, 26--0.01%
Bogart Wealth, LLC237Jun 30, 26--0.01%
FIDUCIARY FINANCIAL ADVISORS230Jun 30, 26+2300.01%
US BANCORP \DE\186Jun 30, 26-250.01%
Founders Financial Alliance, LLC174Jun 30, 26--0.01%
Geneos Wealth Management Inc.125Jun 30, 26--0.00%
Wagner Wealth Management, LLC118Jun 30, 26--0.00%
Caitlin John, LLC108Jun 30, 26--0.00%
Qube Research & Technologies Ltd107Jun 30, 26-1690.00%
Rockefeller Capital Management L.P.91Jun 30, 26--0.00%
FMR LLC82Jun 30, 26+10.00%
Steward Partners Investment Advisory, LLC81Jun 30, 26-1000.00%
FIFTH THIRD BANCORP60Jun 30, 26-150.00%
Global Retirement Partners, LLC57Jun 30, 26+570.00%
Capital Investment Advisory Services, LLC50Jun 30, 26+500.00%
Key FInancial Inc31Jun 30, 26--0.00%
Larson Financial Group LLC23Jun 30, 26--0.00%
MERCER GLOBAL ADVISORS INC /ADV22Jun 30, 26+220.00%
BANK OF MONTREAL /CAN/10Jun 30, 26--0.00%
SBI Securities Co., Ltd.1Jun 30, 26--0.00%
Western Wealth Management, LLC--Jun 30, 26-777--
Independent Advisor Alliance--Jun 30, 26-5.69K--
TopTier Wealth Management, LLC--Jun 30, 26-223--
CLEAR INVESTMENT RESEARCH, LLC--Jun 30, 26-1.19K--
Ameritas Advisory Services, LLC--Jun 30, 26-3.35K--
JONES FINANCIAL COMPANIES LLLP--Jun 30, 26-149--
BALLAST ADVISORS LLC--Jun 30, 26-1.18K--
Mariner, LLC--Jun 30, 26-3.27K--
CITIGROUP INC--Jun 30, 26-950--
Merkkuri Wealth Advisors LLC--Jun 30, 26-743--
CWM, LLC10.47KMar 31, 26-660.37%
COMERICA BANK--Dec 31, 25-1.30K--
Sebold Capital Management, Inc.5.97KJun 30, 25-2290.21%
AVANTAX ADVISORY SERVICES, INC.3.66KJun 30, 25-5970.13%
Sandy Spring Bank1.14KMar 31, 25-380.04%
Private Portfolio Partners LLC5.14KDec 31, 24-1.26K0.18%
WINTRUST INVESTMENTS LLC814Dec 31, 24-570.03%
Raymond James Financial Services Advisors, Inc.23.37KSep 30, 24-2.42K0.83%
RAYMOND JAMES & ASSOCIATES5.06KSep 30, 24-5030.18%
BENJAMIN F. EDWARDS & COMPANY, INC.27.59KJun 30, 24-2970.99%
ICA Group Wealth Management, LLC880Jun 30, 24+40.03%
Cetera Advisors LLC13.03KMar 31, 24-1.70K0.47%
Cetera Advisor Networks LLC11.29KMar 31, 24-6.26K0.40%
PROVENCE WEALTH MANAGEMENT GROUP1.81KDec 31, 23--0.06%
Ten Capital Wealth Advisors, LLC35.98KJun 30, 23-3.58K1.28%
Catalyst Wealth Management, LLC6.22KMar 31, 23+6.22K0.22%
Ahrens Investment Partners LLC20Mar 31, 23+200.00%
Bickling Financial Services, Inc.88.16KDec 31, 22-38.46K3.15%
MARINER INDEPENDENT ADVISOR NETWORK, LLC26.97KSep 30, 22-5.64K0.96%
American Portfolios Advisors893Sep 30, 22+8930.03%
Holloway Wealth Management, LLC2.33KMar 31, 22-2090.08%
NEXT Financial Group, Inc--Dec 31, 21-19.43K--
Ameritas Investment Company, LLC8.22KSep 30, 21+7.15K0.29%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV3.50KSep 30, 21+2330.12%
OLD MISSION CAPITAL, LLC30.13KDec 31, 20+30.13K1.08%
Winslow, Evans & Crocker, Inc.4.67KDec 31, 20+2.92K0.17%
First Allied Advisory Services, Inc.6.21KSep 30, 20+6.21K0.22%
ETRADE Capital Management LLC5.36KSep 30, 20+5.36K0.19%
Advisor Group, Inc.12.61KDec 31, 19+5.56K0.45%
LADENBURG THALMANN FINANCIAL SERVICES INC.1.47KDec 31, 19+5050.05%
WFG Advisors, LP2.00KJun 30, 17+1510.07%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

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Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.