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First Trust IPOX-100 Index Fund shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by Northwestern Mutual Wealth Management Company 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 Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $136k 1.2k 110.23
2024-06-30 $60k 608 99.40
2024-03-31 $64k 608 105.87
2023-09-30 $51k 608 84.04
2023-06-30 $115k 1.3k 88.20
2023-03-31 $51k 608 84.11
2022-12-31 $48k 608 78.74
2022-09-30 $49k 608 80.59
2022-06-30 $260k 3.2k 81.86
2022-03-31 $292k 2.7k 108.87
2021-12-31 $5.8M 48k 122.51
2021-09-30 $22M 181k 123.40
2021-06-30 $21M 167k 127.48
2021-03-31 $18M 155k 119.15
2020-12-31 $20M 170k 118.31
2020-09-30 $16M 166k 96.64
2020-06-30 $13M 159k 83.79
2020-03-31 $7.8M 123k 63.01
2019-12-31 $7.1M 89k 80.35
2019-09-30 $3.9M 51k 75.83
2019-06-30 $551k 7.1k 77.87
2019-03-31 $80k 1.1k 74.49
2018-12-31 $25k 408 61.27
2018-09-30 $124k 1.7k 73.99
2018-06-30 $116k 1.6k 71.60
2018-03-31 $102k 1.5k 68.69
2017-12-31 $101k 1.5k 68.01
2017-09-30 $79k 1.2k 64.33
2017-06-30 $56k 944 59.32
2017-03-31 $16k 273 58.61
2016-03-31 $13k 250 52.00
2015-12-31 $13k 250 52.00
2015-09-30 $12k 250 48.00
2015-06-30 $14k 250 56.00
2014-06-30 $24k 505 47.52
2013-12-31 $14k 299 46.82

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Eurzone Etf (EZU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Northwestern Mutual Wealth Management Company

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
Cassia Capital Partners
Royal Bank of Canada
Envestnet Asset Management
Good Life Advisors
HighTower Advisors
Janney Montgomery Scott
Cambridge Investment Research Advisors

View all funds holding First Trust IPOX-100 Index Fund