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

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

Historical chart of Stratos 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 Stratos 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $526k 5.0k 105.81
2023-12-31 $591k 6.2k 95.89
2023-09-30 $522k 6.2k 83.98
2023-06-30 $569k 6.5k 88.17
2023-03-31 $411k 4.9k 84.06
2022-12-31 $725k 9.2k 78.69
2022-09-30 $773k 9.5k 81.07
2022-06-30 $749k 9.1k 82.10
2022-03-31 $989k 9.1k 109.04
2021-12-31 $1.1M 9.2k 122.52
2021-09-30 $1.1M 9.0k 123.40
2021-06-30 $1.1M 8.8k 127.46
2021-03-31 $1.0M 8.5k 119.17
2020-12-31 $941k 8.0k 118.35
2020-09-30 $446k 4.6k 96.60
2020-06-30 $384k 4.6k 83.82
2020-03-31 $283k 4.5k 63.07
2019-12-31 $358k 4.5k 80.41
2019-09-30 $635k 8.4k 75.87
2019-06-30 $663k 8.5k 77.94
2019-03-31 $589k 7.9k 74.86
2018-12-31 $562k 9.1k 62.07
2018-09-30 $809k 11k 74.25
2018-06-30 $812k 11k 71.47
2018-03-31 $779k 11k 68.56
2017-12-31 $715k 11k 68.25
2017-09-30 $572k 9.0k 63.85
2017-06-30 $476k 8.0k 59.66
2017-03-31 $279k 4.9k 57.31
2016-12-31 $257k 4.7k 54.15
2016-09-30 $363k 6.7k 54.31
2016-06-30 $347k 6.9k 50.59
2016-03-31 $358k 7.2k 50.01
2015-12-31 $366k 7.2k 51.12
2015-06-30 $234k 4.3k 54.52
2014-12-31 $103k 2.0k 50.29

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos 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