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First Trust IPOX-100 Index Fund shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial 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 Pure Financial 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 Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 2.6k 166.16
2025-06-30 $374k 2.6k 144.91
2025-03-31 $281k 2.5k 111.74
2024-12-31 $300k 2.5k 119.51

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Pure Financial 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