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

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

Historical chart of IAG 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 IAG 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14k 125 110.19

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
New York Life MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Jp Morgan MF Closed and MF Open (JMUB)
Vaneck Natural MF Closed and MF Open (HAP)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Portfolio MF Closed and MF Open (SPTM)
Hartford Schroders MF Closed and MF Open (HTAB)

View all positions for IAG 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