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Funds Holding FPX

On this page, we present all of the funds holding FPX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FPX, with a link to that fund's top holdings. The next columns indicate the amount of FPX stock held by each of the funds holding FPX, followed by the FPX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 169 funds holding FPX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding FPX), click the fund name in the "Holder" column of the funds-holding-FPX table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley634,748$60,866 12/31/2023
     FPX634,748$60,866 12/31/2023
LPL Financial LLC347,057$33,279 12/31/2023
     FPX347,057$33,279 12/31/2023
Wells Fargo & Company MN261,664$25,091 12/31/2023
     FPX261,664$25,091 12/31/2023
Bank of America Corp DE127,185$12,196 12/31/2023
     FPX127,185$12,196 12/31/2023
Commonwealth Equity Services LLC116,983$11,218 12/31/2023
     FPX116,983$11,218 12/31/2023
Cetera Investment Advisers105,490$10,115 12/31/2023
     FPX105,490$10,115 12/31/2023
SRS Capital Advisors Inc.92,989$8,917 12/31/2023
     FPX92,989$8,917 12/31/2023
Raymond James & Associates89,816$8,612 12/31/2023
     FPX89,816$8,612 12/31/2023
Royal Bank of Canada89,197$8,553 12/31/2023
     FPX89,197$8,553 12/31/2023
Ameriprise Financial Inc.76,305$7,310 12/31/2023
     FPX76,305$7,310 12/31/2023
Advisor Group Holdings Inc.73,198$7,020 12/31/2023
     FPX73,198$7,020 12/31/2023
Cambridge Investment Research Advisors Inc.72,407$6,943 12/31/2023
     FPX72,407$6,943 12/31/2023
HighTower Advisors LLC66,429$6,370 12/31/2023
     FPX66,429$6,370 12/31/2023
Wealth Enhancement Advisory Services LLC59,293$6,273 03/31/2024
     FPX59,293$6,273 03/31/2024
Cassia Capital Partners LLC64,207$6,157 12/31/2023
     FPX64,207$6,157 12/31/2023
Janney Montgomery Scott LLC58,322$5,593 12/31/2023
     FPX58,322$5,593 12/31/2023
Good Life Advisors LLC56,771$5,444 12/31/2023
     FPX56,771$5,444 12/31/2023
Envestnet Asset Management Inc.56,266$5,395 12/31/2023
     FPX56,266$5,395 12/31/2023
UBS Group AG50,979$4,888 12/31/2023
     FPX50,979$4,888 12/31/2023
Twin Peaks Wealth Advisors LLC46,925$4,500 12/31/2023
     FPX46,925$4,500 12/31/2023
Raymond James Financial Services Advisors Inc.46,432$4,452 12/31/2023
     FPX46,432$4,452 12/31/2023
Ascension Capital Advisors Inc.45,281$4,342 12/31/2023
     FPX45,281$4,342 12/31/2023
Citadel Advisors LLC40,694$3,902 12/31/2023
     FPX40,694$3,902 12/31/2023
Truist Financial Corp39,468$3,785 12/31/2023
     FPX39,468$3,785 12/31/2023
D.A. Davidson & CO.37,585$3,604 12/31/2023
     FPX37,585$3,604 12/31/2023
Prospera Financial Services Inc37,282$3,575 12/31/2023
     FPX37,282$3,575 12/31/2023
Harbour Investments Inc.32,452$3,112 12/31/2023
     FPX32,452$3,112 12/31/2023
Kestra Advisory Services LLC30,480$2,923 12/31/2023
     FPX30,480$2,923 12/31/2023
Cetera Advisors LLC30,227$2,899 12/31/2023
     FPX30,227$2,899 12/31/2023
Western Wealth Management LLC24,255$2,326 12/31/2023
     FPX24,255$2,326 12/31/2023
Private Advisor Group LLC23,065$2,212 12/31/2023
     FPX23,065$2,212 12/31/2023
Advisory Alpha LLC22,551$2,163 12/31/2023
     FPX22,551$2,163 12/31/2023
Cetera Advisor Networks LLC22,519$2,159 12/31/2023
     FPX22,519$2,159 12/31/2023
Onyx Bridge Wealth Group LLC20,068$1,924 12/31/2023
     FPX20,068$1,924 12/31/2023
Chicago Partners Investment Group LLC18,695$1,748 12/31/2023
     FPX18,695$1,748 12/31/2023
Calton & Associates Inc.15,263$1,615 03/31/2024
     FPX15,263$1,615 03/31/2024
AE Wealth Management LLC17,084$1,609 12/31/2023
     FPX17,084$1,609 12/31/2023
Stifel Financial Corp15,799$1,515 12/31/2023
     FPX15,799$1,515 12/31/2023
Fernwood Investment Management LLC15,763$1,512 12/31/2023
     FPX15,763$1,512 12/31/2023
Mariner LLC15,716$1,507 12/31/2023
     FPX15,716$1,507 12/31/2023
Cedar Brook Financial Partners LLC14,148$1,497 03/31/2024
     FPX14,148$1,497 03/31/2024
GWM Advisors LLC15,533$1,480 12/31/2023
     FPX15,533$1,480 12/31/2023
Spectrum Wealth Advisory Group LLC12,353$1,307 03/31/2024
     FPX12,353$1,307 03/31/2024
Kraft Davis & Associates LLC13,525$1,276 12/31/2023
     FPX13,525$1,276 12/31/2023
Avantax Advisory Services Inc.12,600$1,208 12/31/2023
     FPX12,600$1,208 12/31/2023
Atria Investments LLC12,468$1,196 12/31/2023
     FPX12,468$1,196 12/31/2023
Susquehanna International Group LLP11,518$1,104 12/31/2023
     FPX11,518$1,104 12/31/2023
Steward Partners Investment Advisory LLC11,014$1,056 12/31/2023
     FPX11,014$1,056 12/31/2023
Householder Group Estate & Retirement Specialist LLC9,957$954 12/31/2023
     FPX9,957$954 12/31/2023
Insigneo Advisory Services LLC9,439$905 12/31/2023
     FPX9,439$905 12/31/2023
PCG Wealth Advisors LLC9,332$895 12/31/2023
     FPX9,332$895 12/31/2023
Pacific Sun Financial Corp9,169$879 12/31/2023
     FPX9,169$879 12/31/2023
Cornerstone Wealth Management LLC8,997$863 12/31/2023
     FPX8,997$863 12/31/2023
Wedbush Securities Inc.8,972$860 12/31/2023
     FPX8,972$860 12/31/2023
Ancora Advisors LLC8,610$826 12/31/2023
     FPX8,610$826 12/31/2023
Clarus Wealth Advisors7,722$787 03/31/2024
     FPX7,722$787 03/31/2024
Two Sigma Advisers LP7,600$729 12/31/2023
     FPX7,600$729 12/31/2023
Concentrum Wealth Management6,987$670 12/31/2023
     FPX6,987$670 12/31/2023
NTV Asset Management LLC6,930$664 12/31/2023
     FPX6,930$664 12/31/2023
IFG Advisory LLC6,900$662 12/31/2023
     FPX6,900$662 12/31/2023
IHT Wealth Management LLC6,864$658 12/31/2023
     FPX6,864$658 12/31/2023
Benjamin F. Edwards & Company Inc.6,777$650 12/31/2023
     FPX6,777$650 12/31/2023
Equitable Holdings Inc.6,705$643 12/31/2023
     FPX6,705$643 12/31/2023
Atlas Private Wealth Advisors6,608$634 12/31/2023
     FPX6,608$634 12/31/2023
Advisory Services Network LLC6,591$632 12/31/2023
     FPX6,591$632 12/31/2023
RDA Financial Network5,589$591 03/31/2024
     FPX5,589$591 03/31/2024
Hibernia Wealth Partners LLC6,155$590 12/31/2023
     FPX6,155$590 12/31/2023
Dfpg Investments LLC6,482$589 12/31/2023
     FPX6,482$589 12/31/2023
CI Private Wealth LLC6,125$587 12/31/2023
     FPX6,125$587 12/31/2023
Kovack Advisors Inc.6,077$583 12/31/2023
     FPX6,077$583 12/31/2023
MML Investors Services LLC6,022$577 12/31/2023
     FPX6,022$577 12/31/2023
The PNC Financial Services Group Inc.5,923$568 12/31/2023
     FPX5,923$568 12/31/2023
Cascade Investment Advisors Inc.5,891$565 12/31/2023
     FPX5,891$565 12/31/2023
Capital Advisory Group Advisory Services LLC5,307$561 03/31/2024
     FPX5,307$561 03/31/2024
FMR LLC5,588$536 12/31/2023
     FPX5,588$536 12/31/2023
Investors Research Corp5,559$533 12/31/2023
     FPX5,559$533 12/31/2023
Stratos Wealth Partners LTD.4,973$526 03/31/2024
     FPX4,973$526 03/31/2024
ICA Group Wealth Management LLC5,267$505 12/31/2023
     FPX5,267$505 12/31/2023
Moloney Securities Asset Management LLC4,563$438 12/31/2023
     FPX4,563$438 12/31/2023
Impact Partnership Wealth LLC4,500$432 12/31/2023
     FPX4,500$432 12/31/2023
Accel Wealth Management4,475$429 12/31/2023
     FPX4,475$429 12/31/2023
CIBC World Markets Inc.4,262$409 12/31/2023
     FPX4,262$409 12/31/2023
Creative Planning4,119$395 12/31/2023
     FPX4,119$395 12/31/2023
Jaffetilchin Investment Partners LLC4,101$393 12/31/2023
     FPX4,101$393 12/31/2023
RFG Advisory LLC3,631$384 03/31/2024
     FPX3,631$384 03/31/2024
BKA Wealth Consulting Inc.3,565$377 03/31/2024
     FPX3,565$377 03/31/2024
CWM LLC3,537$374 03/31/2024
     FPX3,537$374 03/31/2024
National Asset Management Inc.3,897$374 12/31/2023
     FPX3,897$374 12/31/2023
InterOcean Capital Group LLC3,890$373 12/31/2023
     FPX3,890$373 12/31/2023
Patten Group Inc.3,063$324 03/31/2024
     FPX3,063$324 03/31/2024
Cresset Asset Management LLC3,380$324 12/31/2023
     FPX3,380$324 12/31/2023
Legacy Trust3,329$319 12/31/2023
     FPX3,329$319 12/31/2023
Alpha Omega Group Inc.2,889$277 12/31/2023
     FPX2,889$277 12/31/2023
Apollon Wealth Management LLC2,860$274 12/31/2023
     FPX2,860$274 12/31/2023
Gladstone Institutional Advisory LLC2,844$273 12/31/2023
     FPX2,844$273 12/31/2023
Oppenheimer & Co. Inc.2,752$264 12/31/2023
     FPX2,752$264 12/31/2023
Allworth Financial LP2,749$264 12/31/2023
     FPX2,749$264 12/31/2023
Cottonwood Capital Advisors LLC2,737$262 12/31/2023
     FPX2,737$262 12/31/2023
Accredited Investors Inc.2,649$254 12/31/2023
     FPX2,649$254 12/31/2023
Purus Wealth Management LLC2,376$251 03/31/2024
     FPX2,376$251 03/31/2024
Money Concepts Capital Corp2,595$249 12/31/2023
     FPX2,595$249 12/31/2023
Paul Damon & Associates Inc.2,565$246 12/31/2023
     FPX2,565$246 12/31/2023
Snowden Capital Advisors LLC2,538$243 12/31/2023
     FPX2,538$243 12/31/2023
Meitav Dash Investments Ltd.2,364$230 12/31/2023
     FPX2,364$230 12/31/2023
Wiser Advisor Group LLC2,393$230 12/31/2023
     FPX2,393$230 12/31/2023
Wintrust Investments LLC2,372$227 12/31/2023
     FPX2,372$227 12/31/2023
Smith Moore & CO.2,346$225 12/31/2023
     FPX2,346$225 12/31/2023
Captrust Financial Advisors2,278$218 12/31/2023
     FPX2,278$218 12/31/2023
Two Sigma Securities LLC2,247$215 12/31/2023
     FPX2,247$215 12/31/2023
Epiq Partners LLC2,000$212 03/31/2024
     FPX2,000$212 03/31/2024
Commerce Bank2,200$211 12/31/2023
     FPX2,200$211 12/31/2023
Dynamic Advisor Solutions LLC1,922$203 03/31/2024
     FPX1,922$203 03/31/2024
Integrity Financial Corp WA2,118$203 12/31/2023
     FPX2,118$203 12/31/2023
Advisory Resource Group2,107$202 12/31/2023
     FPX2,107$202 12/31/2023
Kayne Anderson Rudnick Investment Management LLC2,050$196 12/31/2023
     FPX2,050$196 12/31/2023
Citigroup Inc.1,814$174 12/31/2023
     FPX1,814$174 12/31/2023
Prestige Wealth Management Group LLC1,657$159 12/31/2023
     FPX1,657$159 12/31/2023
Principal Securities Inc.1,597$153 12/31/2023
     FPX1,597$153 12/31/2023
NBC Securities Inc.1,389$147 03/31/2024
     FPX1,389$147 03/31/2024
Tyler Stone Wealth Management1,485$142 12/31/2023
     FPX1,485$142 12/31/2023
Private Trust Co. NA1,367$131 12/31/2023
     FPX1,367$131 12/31/2023
Smithfield Trust Co.1,147$110 12/31/2023
     FPX1,147$110 12/31/2023
City Holding Co.900$95 03/31/2024
     FPX900$95 03/31/2024
Geneos Wealth Management Inc.875$84 12/31/2023
     FPX875$84 12/31/2023
VitalStone Financial LLC873$84 12/31/2023
     FPX873$84 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC810$78 12/31/2023
     FPX810$78 12/31/2023
Able Wealth Management LLC784$75 12/31/2023
     FPX784$75 12/31/2023
Atlas Capital Advisors LLC650$69 03/31/2024
     FPX650$69 03/31/2024
Hexagon Capital Partners LLC614$65 03/31/2024
     FPX614$65 03/31/2024
Spire Wealth Management638$60 12/31/2023
     FPX638$60 12/31/2023
Ameritas Investment Partners Inc.601$58 12/31/2023
     FPX601$58 12/31/2023
Northwestern Mutual Wealth Management Co.608$58 12/31/2023
     FPX608$58 12/31/2023
Luken Investment Analytics LLC565$54 12/31/2023
     FPX565$54 12/31/2023
Qube Research & Technologies Ltd523$50 12/31/2023
     FPX523$50 12/31/2023
Northwest Financial Advisors476$46 12/31/2023
     FPX476$46 12/31/2023
IFP Advisors Inc465$45 12/31/2023
     FPX465$45 12/31/2023
JPMorgan Chase & Co.444$43 12/31/2023
     FPX444$43 12/31/2023
Blair William & Co. IL440$42 12/31/2023
     FPX440$42 12/31/2023
GPS Wealth Strategies Group LLC436$42 12/31/2023
     FPX436$42 12/31/2023
Tanglewood Legacy Advisors LLC385$41 03/31/2024
     FPX385$41 03/31/2024
Global Retirement Partners LLC418$39 12/31/2023
     FPX418$39 12/31/2023
Sandy Spring Bank400$38 12/31/2023
     FPX400$38 12/31/2023
Rosenberg Matthew Hamilton380$36 12/31/2023
     FPX380$36 12/31/2023
Belvedere Trading LLC $29 12/31/2023
     Call1,200$115 12/31/2023
     Put900$86 12/31/2023
Mather Group LLC.243$26 03/31/2024
     FPX243$26 03/31/2024
Beaird Harris Wealth Management LLC274$26 12/31/2023
     FPX274$26 12/31/2023
CarsonAllaria Wealth Management Ltd.238$23 12/31/2023
     FPX238$23 12/31/2023
Abich Financial Wealth Management LLC231$22 12/31/2023
     FPX231$22 12/31/2023
US Bancorp DE165$16 12/31/2023
     FPX165$16 12/31/2023
Register Financial Advisors LLC124$13 03/31/2024
     FPX124$13 03/31/2024
Baystate Wealth Management LLC140$13 12/31/2023
     FPX140$13 12/31/2023
Sunbelt Securities Inc.104$11 03/31/2024
     FPX104$11 03/31/2024
GAMMA Investing LLC100$11 03/31/2024
     FPX100$11 03/31/2024
Hazlett Burt & Watson Inc.117$11 12/31/2023
     FPX117$11 12/31/2023
Carolinas Wealth Consulting LLC104$10 12/31/2023
     FPX104$10 12/31/2023
O Shaughnessy Asset Management LLC93$9 12/31/2023
     FPX93$9 12/31/2023
Halpern Financial Inc.70$7 03/31/2024
     FPX70$7 03/31/2024
Capital Analysts LLC70$7 12/31/2023
     FPX70$7 12/31/2023
Castleview Partners LLC77$7 12/31/2023
     FPX77$7 12/31/2023
Kozak & Associates Inc.63$6 12/31/2023
     FPX63$6 12/31/2023
FSA Wealth Management LLC51$5 12/31/2023
     FPX51$5 12/31/2023
TD Waterhouse Canada Inc.50$5 12/31/2023
     FPX50$5 12/31/2023
Comerica Bank35$3 12/31/2023
     FPX35$3 12/31/2023
ORG Partners LLC29$3 12/31/2023
     FPX29$3 12/31/2023
Wolff Wiese Magana LLC8$1 03/31/2024
     FPX8$1 03/31/2024
DHJJ Financial Advisors Ltd.6$1 03/31/2024
     FPX6$1 03/31/2024
Tower Research Capital LLC TRC 6$1 12/31/2023
     FPX6$1 12/31/2023
Byrne Asset Management LLC15$1 12/31/2023
     FPX15$1 12/31/2023
Caitlin John LLC12$1 12/31/2023
     FPX12$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     FPX0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023

See Summary: Institutional Holders of FPX
See Details: Top 10 Hedge Funds Holding FPX
Also See: FPX Holdings Changes

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