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First Trust IPOX-100 Index Fund shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial 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 Kapstone Financial 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 Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 1.8k 166.16
2025-06-30 $234k 1.6k 144.91
2024-12-31 $209k 1.6k 129.58
2023-06-30 $229k 2.4k 93.87
2023-03-31 $217k 2.6k 82.43
2022-12-31 $231k 2.6k 87.96

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View all positions for Kapstone Financial Advisors

Top funds holding First Trust IPOX-100 Index Fund

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

View all funds holding First Trust IPOX-100 Index Fund