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First Trust IPOX-100 Index Fund shares owned by Willner & Heller

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

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 1.3k 166.19
2021-12-31 $216k 1.7k 123.57

More positions owned by Willner & Heller

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Cathay General Ban (CATY)
Goldman Sachs (GS)
Abbvie (ABBV)
Vanguard World Mega Grwth Ind (MGK)
Lam Research Corp Com New (LRCX)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Willner & Heller

Top funds holding First Trust IPOX-100 Index Fund

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

View all funds holding First Trust IPOX-100 Index Fund