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First Trust IPOX-100 Index Fund shares owned by True Capital Management

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by True Capital Management from 13F filings

Historical chart of True Capital Management 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 True Capital Management 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 True Capital Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $284k 3.4k 84.06
2022-12-31 $320k 4.1k 78.68

More positions owned by True Capital Management

Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Coinbase Global Com Cl A (COIN)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Capital Management

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
Cassia Capital Partners
Royal Bank of Canada
Envestnet Asset Management
Good Life Advisors
HighTower Advisors
Janney Montgomery Scott
Cambridge Investment Research Advisors

View all funds holding First Trust IPOX-100 Index Fund