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First Trust IPOX-100 Index Fund shares owned by Signature Estate and Investment Advisors

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

Historical chart of Signature Estate and 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 Signature Estate and 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 Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 12k 119.51
2024-09-30 $1.4M 12k 110.19
2024-06-30 $1.3M 13k 99.33

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Broadcom (AVGO)
Amazon (AMZN)
Select Sector Spdr Tr Financial (XLF)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Wal-Mart Stores (WMT)
salesforce (CRM)
Microsoft Corporation (MSFT)

View all positions for Signature Estate and Investment Advisors

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
Envestnet Asset Management
Cassia Capital Partners
Branch Banking & Trust Company
UBS Group
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding First Trust IPOX-100 Index Fund