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First Trust IPOX-100 Index Fund shares owned by Lineweaver Wealth Advisors

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Lineweaver Wealth Advisors from 13F filings

Historical chart of Lineweaver Wealth Advisors 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 Lineweaver Wealth Advisors 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 Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $544k 2.7k 198.60

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Us Treas Bd Etf (GOVT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Lineweaver Wealth Advisors

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
SageView Advisory Group
Cassia Capital Partners
Ameriprise Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Good Life Advisors

View all funds holding First Trust IPOX-100 Index Fund