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First Trust IPOX-100 Index Fund shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group 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 Wiser Advisor Group 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $230k 2.3k 99.32
2024-03-31 $251k 2.4k 106.00

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Amazon Common Stock (AMZN)
Indexiq Iq MF Closed and MF Open (HFXI)
Vanguard Growth MF Closed and MF Open (VUG)
Vanguard Small MF Closed and MF Open (VB)
Alphabet Common Stock (GOOGL)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Meta Platforms Common Stock (META)
Schwab Us MF Closed and MF Open (SCHX)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

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