Pineridge Advisors »

First Trust IPOX-100 Index Fund shares owned by Pineridge Advisors

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

Historical chart of Pineridge Advisors 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 Pineridge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust IPOX-100 Index Fund by Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 232 110.19

More positions owned by Pineridge Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Ser Tr S&p Regl Bkg (KRE)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Silver Tr Ishares (SLV)
World Gold Tr Spdr Gld Minis (GLDM)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)

View all positions for Pineridge Advisors

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