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First Trust IPOX-100 Index Fund shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 6.2k 166.15
2025-06-30 $823k 5.7k 144.92
2025-03-31 $558k 5.0k 111.74

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

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