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First Trust IPOX-100 Index Fund shares owned by InterOcean Capital

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

Historical chart of InterOcean Capital 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 InterOcean Capital 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 InterOcean Capital

Quarter filed Position value Share count Share price at filing
2020-06-30 $326k 3.9k 83.80
2020-03-31 $245k 3.9k 62.98
2019-12-31 $313k 3.9k 80.46
2019-09-30 $295k 3.9k 75.84
2019-06-30 $203k 2.6k 78.08

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View all positions for InterOcean Capital

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