GeoWealth Management »

First Trust IPOX-100 Index Fund shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust IPOX-100 Index Fund by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
2023-09-30 $4.6M 55k 83.97
2023-06-30 $3.0M 34k 88.18
2022-09-30 $2.2M 27k 81.02
2022-06-30 $9.9M 121k 82.15
2021-12-31 $1.1M 9.3k 122.48
2021-09-30 $838k 6.8k 123.42

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services
SRS Capital Advisors
Royal Bank of Canada
Raymond James & Associates
SageView Advisory Group
Cassia Capital Partners
Ameriprise Financial
Advisor Group Holdings
Wealth Enhancement Advisory Services
Good Life Advisors

View all funds holding First Trust IPOX-100 Index Fund