FPX — FIRST TRUST US IPO INDEX FUND

Ownership history in Brookstone Capital Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Brookstone Capital Management reported a position in FIRST TRUST US IPO INDEX FUND (FPX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2015 Q2
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,973 +5,389 +922.8% 0.01% $992K $165.94
2015 Q3 REDUCED 584 -275 -32.0% 0.01% $28K $45.95
2015 Q2 INITIATED 859 — — 0.01% $47K $51.40
% of Fund (quarterly)    FPX price (monthly, adj. close)

Other funds also holding FPX

As of 2025 Q4 — sorted by position size

Cassia Capital Partners, LLC 3Y 5.0% Worthington Financial Partners, LLC 3.66% Systelligence, LLC 3Y 3.44% TWIN PEAKS WEALTH ADVISORS, LLC 1.68% Proactive Wealth Strategies LLC 1.32% Cascade Investment Advisors, Inc. 3Y 7Y 0.7% Spectrum Wealth Advisory Group, LLC 3Y 0.7% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.61% OneAscent Financial Services LLC 3Y 0.54% Rubicon Advisors, GP 0.48%
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