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First Trust IPOX-100 Index Fund shares owned by Morey & Quinn Wealth Partners

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

Historical chart of Morey & Quinn 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 Morey & Quinn 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 Morey & Quinn Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $679k 4.2k 163.59
2025-09-30 $691k 4.2k 166.16
2025-06-30 $603k 4.2k 144.90

More positions owned by Morey & Quinn Wealth Partners

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ftai Aviation SHS (FTAI)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Union Pacific Corporation (UNP)
J P Morgan Exchange Traded F Active Growth (JGRO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Wal-Mart Stores (WMT)
Allstate Corporation (ALL)

View all positions for Morey & Quinn Wealth Partners

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
Kingsview Wealth Management

View all funds holding First Trust IPOX-100 Index Fund