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

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

Historical chart of HighTower Advisors investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by HighTower 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.9M 49k 99.36
2024-03-31 $5.4M 51k 105.81
2023-12-31 $6.4M 66k 95.89
2023-09-30 $3.1M 37k 83.91
2023-06-30 $3.3M 38k 88.01
2023-03-31 $362k 4.3k 83.51
2022-12-31 $314k 4.0k 79.21
2022-09-30 $333k 4.1k 80.81
2022-06-30 $333k 4.1k 82.00
2022-03-31 $467k 4.3k 109.27
2021-12-31 $308k 2.5k 122.66
2021-09-30 $332k 2.7k 123.51
2021-06-30 $342k 2.7k 127.23
2021-03-31 $340k 2.9k 119.17
2020-12-31 $326k 2.8k 118.42
2020-09-30 $258k 2.7k 96.81
2020-06-30 $222k 2.7k 83.24
2020-03-31 $367k 5.9k 62.74
2019-12-31 $635k 7.9k 80.09
2019-09-30 $738k 9.7k 75.82
2019-06-30 $1.0M 13k 77.79
2019-03-31 $1.2M 16k 74.93
2018-12-31 $1.1M 17k 62.13
2018-09-30 $1.4M 19k 74.56
2018-06-30 $1.3M 18k 71.60
2018-03-31 $1.3M 19k 68.59
2017-12-31 $1.2M 18k 68.36
2017-09-30 $1.1M 17k 63.87
2017-06-30 $1.0M 17k 59.93
2017-03-31 $959k 17k 57.53
2016-12-31 $891k 17k 54.15
2016-09-30 $882k 16k 54.32
2016-06-30 $312k 6.1k 50.79
2015-09-30 $283k 5.8k 48.51
2015-06-30 $272k 5.0k 54.64
2014-12-31 $257k 5.1k 50.32

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Johnson & Johnson (JNJ)

View all positions for HighTower 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