First Trust IPOX-100 Index Fund shares owned by Cascade Investment Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Cascade Investment Advisors
from 13F filings
Historical chart of Cascade Investment Advisors 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 Cascade Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust IPOX-100 Index Fund by Cascade Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.0k | 166.16 |
| 2025-06-30 | $984k | 6.8k | 144.91 |
| 2025-03-31 | $757k | 6.8k | 111.74 |
| 2024-12-31 | $725k | 6.1k | 119.51 |
| 2024-09-30 | $668k | 6.1k | 110.19 |
| 2024-06-30 | $603k | 6.1k | 99.33 |
| 2024-03-31 | $634k | 6.0k | 105.80 |
| 2023-12-31 | $565k | 5.9k | 95.89 |
| 2023-09-30 | $477k | 5.7k | 83.98 |
| 2023-06-30 | $502k | 5.7k | 88.17 |
| 2023-03-31 | $479k | 5.7k | 84.05 |
| 2022-12-31 | $464k | 5.9k | 78.68 |
| 2022-09-30 | $512k | 5.9k | 86.88 |
| 2022-06-30 | $484k | 5.9k | 82.15 |
| 2022-03-31 | $641k | 5.9k | 109.08 |
| 2021-12-31 | $702k | 5.7k | 122.51 |
| 2021-09-30 | $674k | 5.5k | 123.40 |
| 2021-06-30 | $694k | 5.4k | 127.47 |
| 2021-03-31 | $623k | 5.2k | 119.15 |
| 2020-12-31 | $509k | 4.3k | 118.31 |
| 2020-09-30 | $155k | 1.6k | 96.64 |
| 2020-06-30 | $97k | 1.2k | 83.79 |
| 2020-03-31 | $66k | 1.1k | 63.01 |
| 2019-12-31 | $84k | 1.1k | 80.35 |
| 2019-09-30 | $80k | 1.1k | 75.82 |
| 2019-06-30 | $11k | 140 | 77.91 |
More positions owned by Cascade Investment Advisors
View all positions for Cascade Investment Advisors
Top funds holding First Trust IPOX-100 Index Fund
View all funds holding First Trust IPOX-100 Index Fund