Institutional shares held 1.96 Million
0 calls
0 puts
Total value of holdings $120M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in FPXI

Top Purchases

Q3 2025
Impact Partnership Wealth, LLC Shares Held: 14.5K ($865K)
Q3 2025
Synergy Asset Management, LLC Shares Held: 10.4K ($621K)
Q3 2025
Cwm, LLC Shares Held: 50.2K ($3M)
Q3 2025
Clear Point Advisors Inc. Shares Held: 3.54K ($211K)
Q3 2025
Arkadios Wealth Advisors Shares Held: 27K ($1.61M)

Top Sells

Q3 2025
Benjamin Edwards Inc Shares Held: 32.7K ($1.96M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 6.77K ($405K)
Q3 2025
Asset Allocation Strategies LLC Shares Held: 18.2K ($1.09M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 35.6K ($2.13M)
Q3 2025
Truist Financial Corp Shares Held: 4.05K ($242K)

About FPXI

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