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First Trust IPOX-100 Index Fund shares owned by Wealth Effects

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

Historical chart of Wealth Effects 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 Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 1.3k 163.58
2025-09-30 $215k 1.3k 166.11
2022-03-31 $215k 2.0k 109.30
2021-12-31 $253k 2.1k 122.40

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Microsoft Corporation (MSFT)
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View all positions for Wealth Effects

Top funds holding First Trust IPOX-100 Index Fund

LPL Financial
Wells Fargo & Company
Raymond James Financial
Systelligence
Advisor Group Holdings
Commonwealth Equity Services
Cetera Investment Advisers
Cambridge Investment Research Advisors
Cassia Capital Partners
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Envestnet Asset Management
Janney Montgomery Scott
Kingsview Wealth Management

View all funds holding First Trust IPOX-100 Index Fund