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First Trust IPOX-100 Index Fund shares owned by Hibernia Wealth Partners

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

Historical chart of Hibernia Wealth Partners 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 Hibernia Wealth Partners 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 Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $590k 6.2k 95.89
2023-09-30 $834k 9.9k 83.98

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Spdr Ser Tr Bloomberg Emergi (EBND)
Spdr Index Shs Fds S&p Intl Smlcp (GWX)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Hibernia Wealth Partners

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