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First Trust IPOX-100 Index Fund shares owned by Prime Capital Investment Advisors

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

Historical chart of Prime Capital Investment 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 Prime Capital Investment Advisors 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 1.2k 166.16
2023-06-30 $5.9M 67k 88.17

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Nvidia Corporation Option (NVDA)
Apple Option (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)
Microsoft Corp Stock (MSFT)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Ishares Tr Core S&p500 Etf Etf (IVV)
Vanguard Index Fds Value Etf Etf (VTV)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Invesco Qqq Tr Unit Ser 1 Option (QQQ)
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)
Vanguard World Fd Mega Grwth Ind Etf (MGK)

View all positions for Prime Capital Investment Advisors

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