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First Trust IPOX-100 Index Fund shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 104 105.80
2023-12-31 $10k 104 95.89
2023-09-30 $8.7k 104 83.98
2023-06-30 $9.2k 104 88.17
2023-03-31 $17k 211 82.33
2019-12-31 $2.0k 99 20.11

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View all positions for Sunbelt Securities

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