Keystone Financial Group »

First Trust IPOX-100 Index Fund shares owned by Keystone Financial Group

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group 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 Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust IPOX-100 Index Fund by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.4k 21 163.57
2025-09-30 $2.7k 16 166.19
2025-06-30 $2.7k 18 148.78
2025-03-31 $3.1k 25 123.12

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fb Finl (FBK)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Trust Ishare 0-1 (SHV)

View all positions for Keystone Financial Group

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Raymond James Financial
Systelligence
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
Cassia Capital Partners
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Janney Montgomery Scott
Ameriprise Financial

View all funds holding First Trust IPOX-100 Index Fund