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First Trust IPOX-100 Index Fund shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth 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 Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $415k 5.0k 82.24
2022-03-31 $1.2M 11k 109.06
2021-12-31 $1.3M 11k 122.51

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
UBS Group
Cassia Capital Partners
Branch Banking & Trust Company
Ameriprise Financial
Royal Bank of Canada
Envestnet Asset Management
Good Life Advisors
Goldman Sachs Group

View all funds holding First Trust IPOX-100 Index Fund