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First Trust IPOX-100 Index Fund shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 19k 110.20

More positions owned by Proactive Wealth Strategies

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Value Line Divid In SHS (FVD)
RBB Us Treas 3 Mnth (TBIL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange Traded Indls Prod Dur (FXR)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Palo Alto Networks (PANW)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Tr Morningstar Divid L SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Proactive Wealth Strategies

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