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First Trust IPOX-100 Index Fund shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $216k 1.8k 119.51

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Trust For Professional Man Activepassive Cr (APCB)
Trust For Professional Man Activepassive Eq (APIE)

View all positions for Envestnet Portfolio Solutions

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