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First Trust IPOX-100 Index Fund shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory 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 Continuum Advisory 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $144k 1.2k 121.30
2024-06-30 $118k 1.2k 99.33
2024-03-31 $122k 1.2k 103.17

More positions owned by Continuum Advisory

Capital Group Dividend Value Etf Etf (CGDV)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Vanguard Total Stock Market Etf Etf (VTI)
Microsoft Corp Stock (MSFT)
Vanguard Extended Market Etf Etf (VXF)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Invesco Qqq Trust Series I Etf (QQQ)
Amazon Stock (AMZN)
Vanguard Total Bond Market Etf Etf (BND)
Barnes Group Stock (B)
Nvidia Corporation Stock (NVDA)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Vanguard Large-cap Etf Etf (VV)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Continuum Advisory

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