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First Trust IPOX-100 Index Fund shares owned by Elm3 Financial Group

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Elm3 Financial Group from 13F filings

Historical chart of Elm3 Financial Group 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 Elm3 Financial Group 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 Elm3 Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $267k 1.3k 206.16

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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
Royal Bank of Canada
Systelligence
Advisor Group Holdings
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Cassia Capital Partners
UBS Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund