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First Trust IPOX-100 Index Fund shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial 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 VitalStone Financial 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $84k 873 96.22
2023-09-30 $78k 955 81.68
2023-06-30 $186k 2.2k 84.24
2023-03-31 $1.6M 13k 121.74
2022-12-31 $380k 3.0k 125.00

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Value Etf Etf (VTV)
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)
Invesco Ultra Short Duration Etf Etf (GSY)
Ishares National Muni Bond Etf Etf (MUB)
Vaneck Oil Services Etf Etf (OIH)
Vanguard Growth Etf Etf (VUG)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

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
Cambridge Investment Research Advisors
Cassia Capital Partners
HighTower Advisors
Wealth Enhancement Advisory Services
Janney Montgomery Scott
Good Life Advisors
UBS Group
Raymond James Financial Services Advisors

View all funds holding First Trust IPOX-100 Index Fund