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First Trust IPOX-100 Index Fund shares owned by Atala Financial

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

Historical chart of Atala Financial investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by Atala Financial 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 Atala Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $40k 335 119.51

More positions owned by Atala Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Roblox Corp Cl A Cl A (RBLX)
International Business Machines (IBM)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Deere & Company (DE)
Marriott Intl Inc New Cl A Cl A (MAR)
Amazon (AMZN)
Apple (AAPL)
Shopify Inc Cl A Cl A (SHOP)
Blackrock MuniHoldings CA Insrd Fnd (MUC)
Accenture Plc Ireland Shs Class A (ACN)
Wal-Mart Stores (WMT)

View all positions for Atala Financial

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Congress Wealth Management LLC / DE /
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cassia Capital Partners
Cambridge Investment Research Advisors
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund