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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
2024-09-30 $39k 350 110.19

More positions owned by Bryn Mawr Trust

Comcast Corp Cl A (CMCSA)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
Vanguard ETF/USA Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Vanguard Etf/usa Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
iShares ETFs/USA Rus Tp200 Gr Etf (IWY)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
SSgA Funds Management Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
Ishares Core S&p500 Etf (IVV)
iShares ETFs/USA Msci Usa Qlt Fct (QUAL)
BlackRock Fund Advisors Msci Eafe Etf (EFA)

View all positions for Bryn Mawr Trust

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
Cassia Capital Partners
Royal Bank of Canada
Envestnet Asset Management
Good Life Advisors
HighTower Advisors
Janney Montgomery Scott
Cambridge Investment Research Advisors

View all funds holding First Trust IPOX-100 Index Fund