Ownership history in Capital Analysts, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Capital Analysts, LLC reported a position in * FIRST TR US IPO INDEX FD (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 70 | — | 0% | 0.00% | $12K | $165.94 |
| 2025 Q2 | UNCHANGED | 70 | — | 0% | 0.00% | $10K | $144.24 |
| 2025 Q1 | UNCHANGED | 70 | — | 0% | 0.00% | $8K | $111.15 |
| 2024 Q4 | UNCHANGED | 70 | — | 0% | 0.00% | $8K | $118.87 |
| 2024 Q3 | UNCHANGED | 70 | — | 0% | 0.00% | $8K | $109.51 |
| 2024 Q2 | UNCHANGED | 70 | — | 0% | 0.00% | $7K | $98.72 |
| 2024 Q1 | UNCHANGED | 70 | — | 0% | 0.00% | $7K | $105.15 |
| 2023 Q4 | UNCHANGED | 70 | — | 0% | 0.00% | $7K | $95.29 |
| 2023 Q3 | UNCHANGED | 70 | — | 0% | 0.00% | $6K | $83.44 |
| 2023 Q2 | UNCHANGED | 70 | — | 0% | 0.00% | $6K | $87.54 |
As of 2025 Q4 — sorted by position size