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First Trust IPOX-100 Index Fund shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital Partners 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 Fidelis Capital Partners 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $422k 4.6k 91.32

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Mid Cap Etf (IWR)
Sprott Physical Silver Tr Tr Unit (PSLV)
Alphabet Cap Stk Cl C (GOOG)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Fidelis Capital Partners

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