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First Trust IPOX-100 Index Fund shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.4k 166.16
2025-06-30 $203k 1.4k 144.91

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding First Trust IPOX-100 Index Fund

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

View all funds holding First Trust IPOX-100 Index Fund