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

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

Historical chart of Everest Financial Group investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by Everest 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 Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 982 206.12

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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