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First Trust IPOX-100 Index Fund shares owned by Hibernia Wealth Partners

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

Historical chart of Hibernia Wealth 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 Hibernia Wealth 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 Hibernia Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $501k 4.5k 110.19
2024-03-31 $640k 6.0k 105.80
2023-12-31 $590k 6.2k 95.89
2023-09-30 $834k 9.9k 83.98

More positions owned by Hibernia Wealth Partners

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Gold Tr Gold Shs (GLD)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Ser Tr Bloomberg Emergi (EBND)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)

View all positions for Hibernia Wealth 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