Adamsbrown Wealth Consultants »

First Trust IPOX-100 Index Fund shares owned by Adamsbrown Wealth Consultants

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

Historical chart of Adamsbrown Wealth Consultants 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 Adamsbrown Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust IPOX-100 Index Fund by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-06-30 $324k 1.6k 206.18

More positions owned by Adamsbrown Wealth Consultants

Capital Group Growth Etf Shs Creat Unit (CGGR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust St Str P500etf (SPYM)
Mfs Active Exchange Traded F Blend Intl Etf (BRIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Putnam Etf Trust Focused Lar Cap (PVAL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ea Series Trust Freedom 100 Em (FRDM)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Avantis Intl Sml (AVDS)

View all positions for Adamsbrown Wealth Consultants

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
Royal Bank of Canada
Systelligence
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Cassia Capital Partners
UBS Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund