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First Trust IPOX-100 Index Fund shares owned by Cascadia Advisory Services

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

Historical chart of Cascadia Advisory Services 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 Cascadia Advisory Services 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 Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $1.9M 15k 123.42
2021-06-30 $2.0M 16k 127.44
2021-03-31 $3.5M 30k 119.16

More positions owned by Cascadia Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
SageView Advisory Group
Cassia Capital Partners
Ameriprise Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Good Life Advisors
Envestnet Asset Management
UBS Group

View all funds holding First Trust IPOX-100 Index Fund