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First Trust IPOX-100 Index Fund shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment Management 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 Advyzon Investment Management 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $866k 4.2k 206.18

More positions owned by Advyzon Investment Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str Conv Etf (CWB)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Mmentm (MTUM)
Wisdomtree Tr Blmbg Us Bull (USDU)

View all positions for Advyzon Investment Management

Top funds holding First Trust IPOX-100 Index Fund

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

View all funds holding First Trust IPOX-100 Index Fund