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First Trust IPOX-100 Index Fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $634k 4.0k 158.82
2024-12-31 $323k 2.7k 119.51
2019-12-31 $294k 3.7k 80.37

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View all positions for Independent Advisor Alliance

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
Royal Bank of Canada
Systelligence
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Cassia Capital Partners
UBS Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund