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First Trust IPOX-100 Index Fund shares owned by Impact Partnership Wealth

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

Historical chart of Impact Partnership Wealth 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 Impact Partnership Wealth 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 Impact Partnership Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $681k 6.2k 110.19
2024-06-30 $470k 4.7k 99.33
2024-03-31 $485k 4.6k 105.80
2023-12-31 $432k 4.5k 95.89
2023-09-30 $1.3M 16k 83.99

More positions owned by Impact Partnership Wealth

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Ishares Tr Mbs Etf (MBB)

View all positions for Impact Partnership Wealth

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