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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
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)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)

View all positions for HighTower Advisors

Top funds holding First Trust IPOX-100 Index Fund

Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Cassia Capital Partners
HighTower Advisors
Wealth Enhancement Advisory Services
Janney Montgomery Scott
Good Life Advisors
UBS Group
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund