Rosenberg Matthew Hamilton »

First Trust IPOX-100 Index Fund shares owned by Rosenberg Matthew Hamilton

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

Historical chart of Rosenberg Matthew Hamilton investment in First Trust IPOX-100 Index Fund

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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Rosenberg Matthew Hamilton

Quarter filed Position value Share count Share price at filing
2024-03-31 $24k 233 104.72
2023-12-31 $36k 380 95.89
2023-09-30 $32k 380 83.98
2023-06-30 $34k 380 88.17
2023-03-31 $32k 380 84.05
2022-12-31 $30k 380 78.68
2022-09-30 $31k 380 81.58
2022-06-30 $32k 380 84.21
2022-03-31 $41k 380 107.89
2021-12-31 $57k 380 150.00
2021-09-30 $47k 380 123.68
2021-06-30 $48k 380 126.32
2021-03-31 $45k 380 118.42
2020-12-31 $60k 505 118.81
2020-09-30 $58k 601 96.51
2020-06-30 $50k 601 83.19
2020-03-31 $53k 832 63.70

More positions owned by Rosenberg Matthew Hamilton

Vanguard Total Stk Mkt Etf (VTI)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Intermediate-term Bond Etf (BIV)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Schwab International Equity Etf Etf (SCHF)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Vanguard High Dividend Yield Etf (VYM)

View all positions for Rosenberg Matthew Hamilton

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

View all funds holding First Trust IPOX-100 Index Fund