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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

Tip: Access up to 7 years of quarterly data

All positions including First Trust IPOX-100 Index Fund held by Mariner Wealth 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
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