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First Trust IPOX-100 Index Fund shares owned by Tcfg Wealth Management

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

Historical chart of Tcfg Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $428k 3.9k 110.20

More positions owned by Tcfg Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Newmont Mining Corporation (NEM)
Franco-Nevada Corporation (FNV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Chevron Corporation (CVX)
First Tr Exchange-traded Cap Strength Etf (FTCS)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Dimensional Etf Trust Global Cr Etf (DGCB)
Visa Com Cl A (V)

View all positions for Tcfg Wealth Management

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