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First Trust IPOX-100 Index Fund shares owned by COFG Advisors

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

Historical chart of COFG Advisors 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 COFG Advisors 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 COFG Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 1.1k 206.21

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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