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Funds Holding FPXI

On this page, we present all of the funds holding FPXI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FPXI, with a link to that fund's top holdings. The next columns indicate the amount of FPXI stock held by each of the funds holding FPXI, followed by the FPXI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 83 funds holding FPXI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding FPXI), click the fund name in the "Holder" column of the funds-holding-FPXI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC356,307$15,054 12/31/2023
     FPXI356,307$15,054 12/31/2023
Wells Fargo & Company MN310,683$13,126 12/31/2023
     FPXI310,683$13,126 12/31/2023
Morgan Stanley208,038$8,790 12/31/2023
     FPXI208,038$8,790 12/31/2023
Advisor Group Holdings Inc.154,471$6,527 12/31/2023
     FPXI154,471$6,527 12/31/2023
Jane Street Group LLC136,498$5,767 12/31/2023
     FPXI136,498$5,767 12/31/2023
Integrity Financial Corp WA81,120$3,427 12/31/2023
     FPXI81,120$3,427 12/31/2023
Asset Allocation Strategies LLC80,569$3,404 12/31/2023
     FPXI80,569$3,404 12/31/2023
HighTower Advisors LLC79,224$3,349 12/31/2023
     FPXI79,224$3,349 12/31/2023
Susquehanna International Group LLP64,830$2,739 12/31/2023
     FPXI64,830$2,739 12/31/2023
Twin Peaks Wealth Advisors LLC64,090$2,708 12/31/2023
     FPXI64,090$2,708 12/31/2023
SFI Advisors LLC60,039$2,537 12/31/2023
     FPXI60,039$2,537 12/31/2023
GWM Advisors LLC55,671$2,352 12/31/2023
     FPXI55,671$2,352 12/31/2023
Cambridge Investment Research Advisors Inc.54,764$2,314 12/31/2023
     FPXI54,764$2,314 12/31/2023
Citadel Advisors LLC46,997$1,986 12/31/2023
     FPXI46,997$1,986 12/31/2023
Royal Bank of Canada46,941$1,983 12/31/2023
     FPXI46,941$1,983 12/31/2023
Kestra Advisory Services LLC41,028$1,733 12/31/2023
     FPXI41,028$1,733 12/31/2023
Bank of America Corp DE37,369$1,579 12/31/2023
     FPXI37,369$1,579 12/31/2023
Benjamin F. Edwards & Company Inc.35,791$1,512 12/31/2023
     FPXI35,791$1,512 12/31/2023
Envestnet Asset Management Inc.32,377$1,368 12/31/2023
     FPXI32,377$1,368 12/31/2023
Commonwealth Equity Services LLC31,365$1,325 12/31/2023
     FPXI31,365$1,325 12/31/2023
Sebold Capital Management Inc.27,654$1,277 03/31/2024
     FPXI27,654$1,277 03/31/2024
Janney Montgomery Scott LLC30,210$1,276 12/31/2023
     FPXI30,210$1,276 12/31/2023
WealthCare Investment Partners LLC27,224$1,257 03/31/2024
     FPXI27,224$1,257 03/31/2024
Raymond James Financial Services Advisors Inc.29,742$1,257 12/31/2023
     FPXI29,742$1,257 12/31/2023
Prospera Financial Services Inc26,817$1,133 12/31/2023
     FPXI26,817$1,133 12/31/2023
UBS Group AG21,805$921 12/31/2023
     FPXI21,805$921 12/31/2023
Cetera Advisor Networks LLC17,557$742 12/31/2023
     FPXI17,557$742 12/31/2023
CoreCap Advisors LLC17,468$738 12/31/2023
     FPXI17,468$738 12/31/2023
NewEdge Wealth LLC16,647$703 12/31/2023
     FPXI16,647$703 12/31/2023
MML Investors Services LLC16,099$680 12/31/2023
     FPXI16,099$680 12/31/2023
Cetera Advisors LLC14,723$622 12/31/2023
     FPXI14,723$622 12/31/2023
Avantax Advisory Services Inc.13,743$581 12/31/2023
     FPXI13,743$581 12/31/2023
Truist Financial Corp12,387$523 12/31/2023
     FPXI12,387$523 12/31/2023
Southland Equity Partners LLC10,980$507 03/31/2024
     FPXI10,980$507 03/31/2024
NBC Securities Inc.9,710$448 03/31/2024
     FPXI9,710$448 03/31/2024
Wintrust Investments LLC9,747$412 12/31/2023
     FPXI9,747$412 12/31/2023
Dynamic Advisor Solutions LLC8,612$398 03/31/2024
     FPXI8,612$398 03/31/2024
Clarus Wealth Advisors8,268$382 03/31/2024
     FPXI8,268$382 03/31/2024
U.S. Capital Wealth Advisors LLC8,884$375 12/31/2023
     FPXI8,884$375 12/31/2023
US Bancorp DE8,845$374 12/31/2023
     FPXI8,845$374 12/31/2023
Arkadios Wealth Advisors8,022$339 12/31/2023
     FPXI8,022$339 12/31/2023
National Wealth Management Group LLC7,958$336 12/31/2023
     FPXI7,958$336 12/31/2023
Arete Wealth Advisors LLC7,843$331 12/31/2023
     FPXI7,843$331 12/31/2023
Principal Securities Inc.7,577$320 12/31/2023
     FPXI7,577$320 12/31/2023
Insigneo Advisory Services LLC7,308$309 12/31/2023
     FPXI7,308$309 12/31/2023
Stifel Financial Corp7,224$305 12/31/2023
     FPXI7,224$305 12/31/2023
Raymond James & Associates6,835$289 12/31/2023
     FPXI6,835$289 12/31/2023
Private Portfolio Partners LLC6,386$270 12/31/2023
     FPXI6,386$270 12/31/2023
Hibernia Wealth Partners LLC6,347$268 12/31/2023
     FPXI6,347$268 12/31/2023
Cedar Brook Financial Partners LLC5,662$261 03/31/2024
     FPXI5,662$261 03/31/2024
Harbour Investments Inc.5,898$249 12/31/2023
     FPXI5,898$249 12/31/2023
Accel Wealth Management5,854$247 12/31/2023
     FPXI5,854$247 12/31/2023
Rainey & Randall Investment Management Inc.5,748$243 12/31/2023
     FPXI5,748$243 12/31/2023
Envestnet Portfolio Solutions Inc.4,972$210 12/31/2023
     FPXI4,972$210 12/31/2023
Northwestern Mutual Wealth Management Co.4,107$174 12/31/2023
     FPXI4,107$174 12/31/2023
Comerica Bank3,368$142 12/31/2023
     FPXI3,368$142 12/31/2023
CWM LLC2,514$116 03/31/2024
     FPXI2,514$116 03/31/2024
Coppell Advisory Solutions LLC2,747$116 12/31/2023
     FPXI2,747$116 12/31/2023
Steward Partners Investment Advisory LLC1,951$82 12/31/2023
     FPXI1,951$82 12/31/2023
Provence Wealth Management Group1,814$77 12/31/2023
     FPXI1,814$77 12/31/2023
Able Wealth Management LLC1,395$59 12/31/2023
     FPXI1,395$59 12/31/2023
IFP Advisors Inc1,251$53 12/31/2023
     FPXI1,251$53 12/31/2023
Harbor Investment Advisory LLC1,121$52 03/31/2024
     FPXI1,121$52 03/31/2024
Clear Investment Research LLC1,186$50 12/31/2023
     FPXI1,186$50 12/31/2023
Sandy Spring Bank1,163$49 12/31/2023
     FPXI1,163$49 12/31/2023
Creekmur Asset Management LLC934$39 12/31/2023
     FPXI934$39 12/31/2023
Wagner Wealth Management LLC819$35 12/31/2023
     FPXI819$35 12/31/2023
National Bank of Canada FI822$34 12/31/2023
     FPXI822$34 12/31/2023
ICA Group Wealth Management LLC795$34 12/31/2023
     FPXI795$34 12/31/2023
JPMorgan Chase & Co.557$24 12/31/2023
     FPXI557$24 12/31/2023
Bell Investment Advisors Inc394$17 12/31/2023
     FPXI394$17 12/31/2023
Capital Investment Advisory Services LLC300$13 12/31/2023
     FPXI300$13 12/31/2023
Tower Research Capital LLC TRC 285$12 12/31/2023
     FPXI285$12 12/31/2023
Bogart Wealth LLC237$10 12/31/2023
     FPXI237$10 12/31/2023
Geneos Wealth Management Inc.230$10 12/31/2023
     FPXI230$10 12/31/2023
Founders Financial Alliance LLC174$7 12/31/2023
     FPXI174$7 12/31/2023
Carolinas Wealth Consulting LLC112$5 12/31/2023
     FPXI112$5 12/31/2023
Caitlin John LLC108$5 12/31/2023
     FPXI108$5 12/31/2023
Larson Financial Group LLC76$3 12/31/2023
     FPXI76$3 12/31/2023
Global Retirement Partners LLC57$2 12/31/2023
     FPXI57$2 12/31/2023
Key Financial Inc52$2 12/31/2023
     FPXI52$2 12/31/2023
Private Trust Co. NA14$1 12/31/2023
     FPXI14$1 12/31/2023
FMR LLC2$0 12/31/2023
     FPXI2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     FPXI0$0 12/31/2023

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

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