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First Trust IPOX-100 Index Fund shares owned by Capital Investment Management

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

Historical chart of Capital Investment Management 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 Capital Investment Management 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 Capital Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 1.5k 163.55

More positions owned by Capital Investment Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPAB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPTL)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust State Street Spd (TFI)

View all positions for Capital Investment Management

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
UBS Group
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Janney Montgomery Scott
Ameriprise Financial
Kingsview Wealth Management

View all funds holding First Trust IPOX-100 Index Fund