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First Trust IPOX-100 Index Fund shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners 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 Root Financial Partners 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 Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $136k 830 163.59
2025-09-30 $138k 832 166.16

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View all positions for Root Financial Partners

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Raymond James Financial
Systelligence
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
Cassia Capital Partners
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Janney Montgomery Scott
Ameriprise Financial

View all funds holding First Trust IPOX-100 Index Fund