First Trust IPOX-100 Index Fund shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital Advisors investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $880k | 8.0k | 110.19 |
| 2024-06-30 | $9.1M | 91k | 99.34 |
| 2024-03-31 | $9.8M | 93k | 105.80 |
| 2023-12-31 | $8.9M | 93k | 95.89 |
| 2023-09-30 | $7.8M | 93k | 83.98 |
| 2023-06-30 | $7.8M | 89k | 88.17 |
| 2023-03-31 | $7.3M | 87k | 84.05 |
| 2022-12-31 | $6.6M | 84k | 78.68 |
| 2022-09-30 | $5.8M | 71k | 81.03 |
| 2022-06-30 | $4.7M | 57k | 82.16 |
| 2022-03-31 | $5.6M | 52k | 109.08 |
| 2021-12-31 | $6.8M | 56k | 122.50 |
| 2021-09-30 | $6.7M | 55k | 123.41 |
| 2021-06-30 | $6.6M | 52k | 127.46 |
Top funds holding First Trust IPOX-100 Index Fund
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