Ibex Wealth Advisors First Trust Small Cap Growth A Transaction History
Ibex Wealth Advisors
- $902 Million
- Q2 2025
Shares
	  6 transactions
	
  Others Institutions Holding FYC
# of Institutions
116Shares Held
4.66MCall Options Held
23KPut Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC671KShares$64 Million0.02% of portfolio
- 
    
      Morgan Stanley New York, NY478KShares$45.5 Million0.0% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA314KShares$29.9 Million0.01% of portfolio
- 
    
      First Trust Advisors LP Wheaton, IL255KShares$24.3 Million0.02% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC246KShares$23.5 Million0.0% of portfolio