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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
2025-09-30 $79k 473 165.90
2024-12-31 $56k 471 119.36
2024-09-30 $52k 470 110.19

More positions owned by Pathway Financial Advisers

Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Abbvie (ABBV)
Fidelity High Dividend Etf High Divid Etf (FDVV)
Duke Energy Corp New Com New Isin #us26441c2044 Sedol #b7jzsk0 Com New (DUK)
Eaton Vance Tax Managed Diversified Eq. (ETY)
Steel Dynamics (STLD)
Enbridge (ENB)
Apple (AAPL)
Realty Income (O)
Cisco Systems (CSCO)
Pepsi (PEP)
Microsoft Corporation (MSFT)
Lockheed Martin Corporation (LMT)

View all positions for Pathway Financial Advisers

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Congress Wealth Management LLC / DE /
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cassia Capital Partners
Cambridge Investment Research Advisors
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund