First Trust IPOX-100 Index Fund shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 17k | 166.14 |
| 2025-06-30 | $2.5M | 17k | 144.91 |
| 2025-03-31 | $2.1M | 19k | 111.74 |
| 2024-12-31 | $1.9M | 16k | 119.51 |
| 2024-09-30 | $1.5M | 13k | 110.20 |
| 2024-06-30 | $1.2M | 12k | 99.34 |
| 2024-03-31 | $1.5M | 15k | 105.80 |
| 2023-12-31 | $1.5M | 16k | 95.89 |
| 2023-09-30 | $1.1M | 13k | 83.97 |
| 2023-06-30 | $1.3M | 15k | 88.17 |
| 2023-03-31 | $1.3M | 15k | 84.08 |
| 2022-12-31 | $2.0M | 25k | 78.69 |
| 2022-09-30 | $2.0M | 24k | 81.05 |
| 2022-06-30 | $2.2M | 27k | 82.15 |
| 2022-03-31 | $3.0M | 27k | 109.07 |
| 2021-12-31 | $2.1M | 17k | 122.49 |
Top funds holding First Trust IPOX-100 Index Fund
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