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First Trust IPOX-100 Index Fund shares owned by Legacy Trust

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

Historical chart of Legacy Trust 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 Legacy Trust 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 Legacy Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $352k 3.3k 105.80
2023-12-31 $319k 3.3k 95.89
2023-09-30 $280k 3.3k 83.98
2023-06-30 $294k 3.3k 88.17
2023-03-31 $280k 3.3k 84.05
2022-12-31 $262k 3.3k 78.68

More positions owned by Legacy Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
State Street ETF/USA Tr Unit (SPY)
United Rentals (URI)
Visa Com Cl A (V)
Ishares Core S&p500 Etf (IVV)
W.W. Grainger (GWW)
Palo Alto Networks (PANW)
Lennar Corp Cl A (LEN)
Alphabet Cap Stk Cl A (GOOGL)
iShares ETFs/USA Core S&p Scp Etf (IJR)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Costco Wholesale Corporation (COST)
American Express Company (AXP)

View all positions for Legacy Trust

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
Good Life Advisors
UBS Group
Cambridge Investment Research Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund