First Trust IPOX-100 Index Fund shares owned by Sigma Planning
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.2k | 166.16 |
| 2025-06-30 | $687k | 4.7k | 144.92 |
| 2022-09-30 | $415k | 5.1k | 81.13 |
| 2022-06-30 | $419k | 5.1k | 82.22 |
| 2022-03-31 | $559k | 5.1k | 109.12 |
| 2021-12-31 | $6.6M | 54k | 122.52 |
| 2021-09-30 | $6.5M | 53k | 123.41 |
| 2021-06-30 | $6.7M | 52k | 127.48 |
| 2021-03-31 | $6.0M | 51k | 119.15 |
| 2020-12-31 | $8.3M | 70k | 118.31 |
| 2020-09-30 | $5.2M | 54k | 96.64 |
| 2020-06-30 | $6.7M | 80k | 83.80 |
| 2020-03-31 | $587k | 9.3k | 63.05 |
| 2019-12-31 | $7.4M | 93k | 80.35 |
| 2019-09-30 | $5.1M | 67k | 75.83 |
| 2019-06-30 | $5.1M | 65k | 77.93 |
| 2019-03-31 | $3.3M | 44k | 74.89 |
| 2018-12-31 | $3.0M | 49k | 62.06 |
| 2018-09-30 | $3.6M | 48k | 74.28 |
| 2018-06-30 | $3.3M | 46k | 71.44 |
| 2018-03-31 | $2.9M | 42k | 68.56 |
| 2017-12-31 | $2.6M | 38k | 68.23 |
| 2017-09-30 | $2.1M | 33k | 63.84 |
| 2017-06-30 | $1.6M | 27k | 59.69 |
| 2017-03-31 | $1.3M | 23k | 57.37 |
| 2016-12-31 | $252k | 4.7k | 54.17 |
| 2016-09-30 | $291k | 5.4k | 54.34 |
| 2016-06-30 | $265k | 5.2k | 50.61 |
| 2016-03-31 | $275k | 5.5k | 50.07 |
| 2015-12-31 | $287k | 5.6k | 51.16 |
| 2015-09-30 | $265k | 5.4k | 48.73 |
| 2015-06-30 | $367k | 6.7k | 54.60 |
| 2015-03-31 | $332k | 6.2k | 53.90 |
| 2014-12-31 | $271k | 5.4k | 50.32 |
Top funds holding First Trust IPOX-100 Index Fund
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