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First Trust IPOX-100 Index Fund shares owned by ORG Partners

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

Historical chart of ORG 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 ORG 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8k 29 97.14
2023-06-30 $2.6k 29 89.66

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
1/100 Berkshire Htwy Common Stock
Aptus Collared Inv Uit Exchange Traded (ACIO)
Berkshire Hathaway Common Stock (BRK.B)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Apple Common Stock (AAPL)
Aptus Enhncd Yld Uit Exchange Traded (JUCY)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Calamos Market Neutral I Equity Funds (CMNIX)
Ishares Core S&p Total Uit Exchange Traded (ITOT)

View all positions for ORG 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