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First Trust IPOX-100 Index Fund shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth 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 Stratos Wealth 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $490k 4.4k 110.20
2024-06-30 $402k 4.0k 99.35
2024-03-31 $526k 5.0k 105.81
2023-12-31 $591k 6.2k 95.89
2023-09-30 $522k 6.2k 83.98
2023-06-30 $569k 6.5k 88.17
2023-03-31 $411k 4.9k 84.06
2022-12-31 $725k 9.2k 78.69
2022-09-30 $773k 9.5k 81.07
2022-06-30 $749k 9.1k 82.10
2022-03-31 $989k 9.1k 109.04
2021-12-31 $1.1M 9.2k 122.52
2021-09-30 $1.1M 9.0k 123.40
2021-06-30 $1.1M 8.8k 127.46
2021-03-31 $1.0M 8.5k 119.17
2020-12-31 $941k 8.0k 118.35
2020-09-30 $446k 4.6k 96.60
2020-06-30 $384k 4.6k 83.82
2020-03-31 $283k 4.5k 63.07
2019-12-31 $358k 4.5k 80.41
2019-09-30 $635k 8.4k 75.87
2019-06-30 $663k 8.5k 77.94
2019-03-31 $589k 7.9k 74.86
2018-12-31 $562k 9.1k 62.07
2018-09-30 $809k 11k 74.25
2018-06-30 $812k 11k 71.47
2018-03-31 $779k 11k 68.56
2017-12-31 $715k 11k 68.25
2017-09-30 $572k 9.0k 63.85
2017-06-30 $476k 8.0k 59.66
2017-03-31 $279k 4.9k 57.31
2016-12-31 $257k 4.7k 54.15
2016-09-30 $363k 6.7k 54.31
2016-06-30 $347k 6.9k 50.59
2016-03-31 $358k 7.2k 50.01
2015-12-31 $366k 7.2k 51.12
2015-06-30 $234k 4.3k 54.52
2014-12-31 $103k 2.0k 50.29

More positions owned by Stratos Wealth Partners

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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