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First Trust IPOX-100 Index Fund shares owned by Coconut Grove Bank

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

Historical chart of Coconut Grove Bank 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 Coconut Grove Bank 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 Coconut Grove Bank

Quarter filed Position value Share count Share price at filing
2024-12-31 $24k 200 119.51

More positions owned by Coconut Grove Bank

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Coconut Grove Bank

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