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First Trust IPOX-100 Index Fund shares owned by Bryn Mawr Trust

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

Historical chart of Bryn Mawr Trust 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 Bryn Mawr Trust 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 Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $58k 350 166.16
2025-06-30 $51k 350 144.91
2025-03-31 $39k 350 111.74
2024-12-31 $42k 350 119.51
2024-09-30 $39k 350 110.19

More positions owned by Bryn Mawr Trust

Comcast Corp Cl A (CMCSA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Johnson & Johnson (JNJ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Procter & Gamble Company (PG)

View all positions for Bryn Mawr Trust

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