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First Trust IPOX-100 Index Fund shares owned by TCFG Investment Advisors

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

Historical chart of TCFG 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 TCFG 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 TCFG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $517k 3.3k 158.82

More positions owned by TCFG Investment Advisors

Apple (AAPL)
RBB F/m Us Treasury (TBIL)
NVIDIA Corporation (NVDA)
Franco-Nevada Corporation (FNV)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Amazon (AMZN)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Agnico (AEM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Microsoft Corporation (MSFT)
Wheaton Precious Metals Corp (WPM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for TCFG 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
Royal Bank of Canada
Systelligence
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cambridge Investment Research Advisors
Cassia Capital Partners
UBS Group
Ameriprise Financial
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund