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First Trust IPOX-100 Index Fund shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.7M 44k 105.80
2023-12-31 $4.5M 47k 95.89

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks Wealth Advisors

Top funds holding First Trust IPOX-100 Index Fund

Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
Advisor Group Holdings
Cassia Capital Partners
HighTower Advisors
Wealth Enhancement Advisory Services
Janney Montgomery Scott
Good Life Advisors
UBS Group
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund