First Trust IPOX-100 Index Fund shares owned by Cedar Brook Financial Partners
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Cedar Brook Financial Partners
from 13F filings
Historical chart of Cedar Brook Financial 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 Cedar Brook Financial Partners 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 Cedar Brook Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 14k | 105.80 |
| 2023-12-31 | $1.3M | 14k | 93.33 |
| 2023-09-30 | $1.7M | 20k | 83.98 |
| 2023-06-30 | $1.8M | 20k | 88.17 |
| 2023-03-31 | $1.7M | 21k | 84.05 |
| 2022-12-31 | $1.6M | 21k | 78.68 |
| 2022-09-30 | $1.7M | 21k | 81.03 |
| 2022-06-30 | $1.7M | 21k | 82.17 |
| 2022-03-31 | $2.2M | 20k | 109.06 |
| 2021-12-31 | $2.4M | 20k | 122.51 |
| 2021-09-30 | $2.4M | 20k | 123.38 |
| 2021-06-30 | $2.4M | 19k | 127.45 |
| 2021-03-31 | $2.3M | 19k | 119.16 |
| 2020-12-31 | $2.2M | 19k | 118.31 |
| 2020-09-30 | $1.8M | 19k | 96.66 |
| 2020-06-30 | $1.7M | 20k | 83.79 |
| 2020-03-31 | $1.3M | 21k | 63.02 |
| 2019-12-31 | $1.4M | 18k | 80.35 |
| 2019-09-30 | $998k | 13k | 75.84 |
| 2019-06-30 | $920k | 12k | 77.89 |
| 2019-03-31 | $689k | 9.2k | 74.90 |
| 2018-12-31 | $560k | 9.0k | 62.05 |
More positions owned by Cedar Brook Financial Partners
View all positions for Cedar Brook Financial Partners
Top funds holding First Trust IPOX-100 Index Fund
View all funds holding First Trust IPOX-100 Index Fund