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First Trust IPOX-100 Index Fund shares owned by Pathway Financial Advisers

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

Historical chart of Pathway Financial Advisers 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 Pathway Financial Advisers 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 Pathway Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $52k 470 110.19

More positions owned by Pathway Financial Advisers

JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Pepsi (PEP)
Steel Dynamics (STLD)
Lockheed Martin Corporation (LMT)
Apple (AAPL)
Realty Income (O)
Oneok (OKE)
International Flavors & Fragrances (IFF)
Southern Company (SO)
Verizon Communications (VZ)
Amgen (AMGN)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)

View all positions for Pathway Financial Advisers

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