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First Trust IPOX-100 Index Fund shares owned by Capital Wealth Alliance

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

Historical chart of Capital Wealth Alliance 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 Capital Wealth Alliance 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 Capital Wealth Alliance

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 1.1k 206.18
2021-09-30 $205k 1.6k 128.93
2020-12-31 $205k 1.6k 126.00
2019-12-31 $224k 2.7k 82.78

More positions owned by Capital Wealth Alliance

Sprott Asset Management Physical Silver (PSLV)
Sprott Asset Management Physical Gold Tr (PHYS)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Trust Ishare 0-1 (SHV)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Sprott Asset Management Physical Gold An (CEF)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Strategy Cl A New (MSTR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Us Aer Def Etf (ITA)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Capital Wealth Alliance

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