First Heartland Consultants »

First Trust IPOX-100 Index Fund shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust IPOX-100 Index Fund by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 1.3k 163.59
2022-03-31 $225k 2.1k 108.75
2021-12-31 $348k 2.8k 122.36
2021-09-30 $346k 2.8k 123.48
2021-06-30 $330k 2.6k 127.56
2021-03-31 $325k 2.7k 119.18
2020-12-31 $240k 2.0k 118.40
2020-09-30 $207k 2.1k 96.41
2020-06-30 $216k 2.6k 83.79
2019-09-30 $454k 6.0k 75.86
2017-03-31 $352k 6.1k 57.38
2016-12-31 $383k 7.1k 54.07
2016-09-30 $559k 10k 54.34
2016-06-30 $518k 10k 50.52
2016-03-31 $562k 11k 50.03
2015-12-31 $573k 11k 51.12
2015-09-30 $544k 11k 48.72
2015-06-30 $599k 11k 54.57
2015-03-31 $308k 5.7k 53.80
2013-06-30 $2.0k 68 29.41
2013-03-31 $2.0k 68 29.41
2012-12-31 $2.0k 68 29.41
2012-09-30 $2.0k 68 29.41
2012-06-30 $2.0k 68 29.41
2011-12-31 $2.0k 68 29.41
2011-09-30 $627k 15k 41.50
2011-06-30 $485k 13k 38.83
2011-03-31 $240k 6.2k 38.79

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ea Series Trust Freedoom 100 Em (FRDM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Raymond James Financial
Systelligence
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Cassia Capital Partners
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
Envestnet Asset Management
Goss Wealth Management

View all funds holding First Trust IPOX-100 Index Fund