First Trust IPOX-100 Index Fund shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 7.3k | 158.80 |
| 2025-12-31 | $16k | 95 | 163.59 |
| 2025-09-30 | $16k | 95 | 166.16 |
| 2025-06-30 | $14k | 95 | 144.91 |
| 2025-03-31 | $11k | 95 | 111.74 |
| 2024-12-31 | $11k | 95 | 119.51 |
| 2024-09-30 | $66k | 601 | 110.19 |
| 2024-06-30 | $60k | 601 | 99.33 |
| 2024-03-31 | $64k | 601 | 105.80 |
| 2023-12-31 | $58k | 601 | 95.89 |
| 2023-09-30 | $51k | 601 | 83.98 |
| 2023-06-30 | $53k | 601 | 88.17 |
| 2023-03-31 | $51k | 601 | 84.05 |
| 2022-12-31 | $46k | 581 | 78.68 |
| 2022-09-30 | $92k | 1.1k | 80.63 |
| 2022-06-30 | $93k | 1.1k | 81.51 |
| 2022-03-31 | $111k | 1.0k | 108.19 |
| 2021-12-31 | $133k | 1.1k | 122.36 |
| 2021-09-30 | $134k | 1.1k | 123.28 |
| 2021-06-30 | $157k | 1.2k | 127.44 |
| 2021-03-31 | $149k | 1.3k | 119.01 |
| 2020-12-31 | $168k | 1.4k | 118.14 |
| 2020-09-30 | $132k | 1.4k | 96.21 |
| 2020-06-30 | $114k | 1.4k | 83.09 |
| 2020-03-31 | $86k | 1.4k | 62.68 |
| 2019-12-31 | $110k | 1.4k | 80.17 |
| 2019-09-30 | $100k | 1.3k | 75.13 |
| 2019-06-30 | $94k | 1.2k | 77.62 |
| 2019-03-31 | $37k | 506 | 73.12 |
| 2018-12-31 | $31k | 506 | 61.26 |
| 2018-09-30 | $37k | 506 | 73.12 |
| 2018-06-30 | $36k | 506 | 71.15 |
| 2018-03-31 | $34k | 506 | 67.19 |
| 2017-12-31 | $2.0k | 506 | 3.95 |
| 2017-09-30 | $32k | 506 | 63.24 |
| 2017-06-30 | $30k | 506 | 59.29 |
| 2017-03-31 | $29k | 506 | 57.31 |
| 2016-12-31 | $27k | 506 | 53.36 |
| 2016-09-30 | $27k | 506 | 53.36 |
| 2016-06-30 | $25k | 506 | 49.41 |
| 2016-03-31 | $25k | 506 | 49.41 |
| 2015-12-31 | $25k | 506 | 49.41 |
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