Bawa N Mallick Trust »

First Trust IPOX-100 Index Fund shares owned by Bawa N Mallick Trust

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

Historical chart of Bawa N Mallick Trust 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 Bawa N Mallick Trust 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 Bawa N Mallick Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $327k 2.0k 163.59
2025-09-30 $332k 2.0k 166.16
2025-06-30 $290k 2.0k 144.91
2025-03-31 $224k 2.0k 111.74
2024-12-31 $239k 2.0k 119.51

More positions owned by Bawa N Mallick Trust

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Expanded Tech (IGV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Series Trust State Street Spd (SPYG)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)

View all positions for Bawa N Mallick Trust

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Raymond James Financial
Systelligence
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
Cassia Capital Partners
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Janney Montgomery Scott
Ameriprise Financial

View all funds holding First Trust IPOX-100 Index Fund