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

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

Historical chart of LFG 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 LFG 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 LFG Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $247k 1.2k 206.19

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View all positions for LFG Wealth Partners

Top funds holding First Trust IPOX-100 Index Fund

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

View all funds holding First Trust IPOX-100 Index Fund