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First Trust IPOX-100 Index Fund shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $30k 143 206.18

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Cambridge Investment Research Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Cassia Capital Partners
UBS Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund