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First Trust IPOX-100 Index Fund shares owned by Epiq Partners

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Epiq Partners from 13F filings

Historical chart of Epiq Partners investment in First Trust IPOX-100 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including First Trust IPOX-100 Index Fund held by Epiq Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Epiq Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $212k 2.0k 105.80
2022-03-31 $218k 2.0k 109.00
2021-12-31 $245k 2.0k 122.50
2021-09-30 $247k 2.0k 123.50
2021-06-30 $255k 2.0k 127.50
2021-03-31 $238k 2.0k 119.00
2020-12-31 $237k 2.0k 118.50
2020-09-30 $203k 2.0k 101.50

More positions owned by Epiq Partners

Hormel Foods Corporation (HRL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Huntington Bancshares Incorporated (HBAN)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fs Kkr Capital Corp (FSK)
Ishares Bitcoin Tr SHS
Owl Rock Capital Corporation (OBDC)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)
Innovator Etfs Trust Innovator Deepw (LOUP)
Ecolab (ECL)
Pure Cycle Corp Com New (PCYO)

View all positions for Epiq Partners

Top funds holding First Trust IPOX-100 Index Fund

Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Cassia Capital Partners
HighTower Advisors
Wealth Enhancement Advisory Services
Good Life Advisors
UBS Group
Cambridge Investment Research Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund