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

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

Historical chart of OneAscent 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 OneAscent 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 OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.9M 36k 163.59
2023-03-31 $221k 2.6k 83.87
2022-12-31 $226k 2.9k 78.61

More positions owned by OneAscent Financial Services

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Enhanc (OASC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for OneAscent Financial Services

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