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First Trust IPOX-100 Index Fund shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $587k 6.1k 95.89
2023-09-30 $560k 6.7k 83.98

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Costco Wholesale Corporation (COST)
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View all positions for CI Private Wealth

Top funds holding First Trust IPOX-100 Index Fund

Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Cassia Capital Partners
HighTower Advisors
Wealth Enhancement Advisory Services
Good Life Advisors
UBS Group
Cambridge Investment Research Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund