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First Trust IPOX-100 Index Fund shares owned by CoreCap Advisors

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

Historical chart of CoreCap 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 CoreCap Advisors 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 192 110.19
2024-03-31 $20k 192 105.80
2022-12-31 $21k 272 78.68
2022-06-30 $26k 314 82.80
2021-12-31 $38k 314 121.02

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View all positions for CoreCap Advisors

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
Cassia Capital Partners
Royal Bank of Canada
Envestnet Asset Management
Good Life Advisors
HighTower Advisors
Janney Montgomery Scott
Cambridge Investment Research Advisors

View all funds holding First Trust IPOX-100 Index Fund