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First Trust IPOX-100 Index Fund shares owned by Puff Wealth Management

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

Historical chart of Puff Wealth Management 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 Puff Wealth Management 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 Puff Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 1.9k 166.13
2025-06-30 $268k 7.1k 37.97
2025-03-31 $206k 1.8k 111.72
2024-12-31 $220k 1.8k 119.48

More positions owned by Puff Wealth Management

Apple (AAPL)
Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Series Trust Portfli Intrmdit (SPTI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ea Series Trust Ea Astoria Dynmc (AGGA)
First Tr Exchange-traded No Amer Energy (EMLP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ea Series Trust Astoria Us Equal (ROE)
Investment Managers Ser Tr I Astoria Real (PPI)

View all positions for Puff Wealth Management

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