First Trust IPOX-100 Index Fund shares owned by Accel Wealth Management
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth 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 Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust IPOX-100 Index Fund by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $298k | 2.7k | 110.19 |
| 2024-06-30 | $349k | 3.5k | 99.34 |
| 2024-03-31 | $443k | 4.2k | 105.79 |
| 2023-12-31 | $429k | 4.5k | 95.90 |
| 2023-09-30 | $377k | 4.5k | 83.99 |
| 2023-06-30 | $498k | 5.7k | 88.17 |
| 2023-03-31 | $698k | 8.3k | 84.05 |
| 2022-12-31 | $717k | 9.1k | 78.68 |
| 2022-09-30 | $1.2M | 13k | 86.32 |
| 2022-06-30 | $1.1M | 13k | 83.39 |
| 2022-03-31 | $1.5M | 13k | 109.75 |
| 2021-12-31 | $1.8M | 15k | 122.53 |
| 2021-09-30 | $1.6M | 13k | 123.37 |
| 2021-06-30 | $1.5M | 11k | 127.48 |
| 2021-03-31 | $110k | 926 | 118.79 |
Top funds holding First Trust IPOX-100 Index Fund
View all funds holding First Trust IPOX-100 Index Fund