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First Trust IPOX-100 Index Fund shares owned by LPL Financial

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

Historical chart of LPL Financial investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $81M 486k 166.16
2025-06-30 $68M 470k 144.91
2025-03-31 $44M 390k 111.74
2024-12-31 $33M 278k 119.51
2024-09-30 $32M 292k 110.19
2024-06-30 $33M 336k 99.33
2024-03-31 $36M 339k 105.80
2023-09-30 $30M 358k 83.98
2023-06-30 $32M 367k 88.17
2023-03-31 $33M 389k 84.05
2022-12-31 $35M 447k 78.68
2022-09-30 $42M 519k 81.03
2022-06-30 $45M 547k 82.15
2022-03-31 $65M 597k 109.08
2021-12-31 $96M 786k 122.51
2021-09-30 $93M 757k 123.40
2021-06-30 $99M 775k 127.47
2021-03-31 $90M 756k 119.15
2020-12-31 $84M 706k 118.31
2020-09-30 $61M 633k 96.64
2020-06-30 $54M 649k 83.79
2020-03-31 $40M 631k 63.01
2019-12-31 $51M 632k 80.35
2019-09-30 $49M 640k 75.83
2019-06-30 $55M 700k 77.92
2019-03-31 $51M 676k 74.89
2018-12-31 $43M 693k 62.06
2018-09-30 $50M 679k 74.28
2018-06-30 $47M 650k 71.43
2018-03-31 $43M 621k 68.55
2017-12-31 $41M 597k 68.24
2017-09-30 $34M 539k 63.85
2017-06-30 $30M 501k 59.69
2017-03-31 $28M 481k 57.08
2016-12-31 $24M 437k 54.46
2016-09-30 $21M 392k 54.02
2016-06-30 $15M 300k 50.74
2016-03-31 $30M 608k 49.43
2015-12-31 $46M 918k 50.06
2015-09-30 $20M 394k 50.51
2015-06-30 $17M 311k 54.75
2015-03-31 $14M 251k 53.59
2014-12-31 $13M 249k 50.29
2014-09-30 $13M 267k 47.25
2014-06-30 $12M 242k 48.12
2014-03-31 $11M 239k 45.89
2013-12-31 $8.7M 191k 45.39
2013-09-30 $3.9M 95k 41.53
2013-06-30 $732k 20k 36.06
2012-12-31 $337k 11k 31.61
2012-09-30 $386k 13k 29.09
2011-09-30 $287k 13k 21.47

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View all positions for LPL Financial

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