First Trust IPOX-100 Index Fund shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 1.2k | 166.18 |
| 2022-03-31 | $214k | 2.0k | 108.96 |
| 2021-12-31 | $242k | 2.0k | 122.47 |
| 2021-09-30 | $236k | 1.9k | 123.24 |
| 2021-06-30 | $245k | 1.9k | 127.54 |
| 2021-03-31 | $228k | 1.9k | 119.12 |
| 2020-12-31 | $224k | 1.9k | 118.21 |
| 2020-09-30 | $209k | 2.2k | 96.54 |
| 2019-12-31 | $268k | 3.3k | 81.41 |
| 2019-09-30 | $268k | 3.5k | 77.61 |
| 2019-06-30 | $233k | 3.0k | 78.77 |
| 2019-03-31 | $268k | 3.5k | 75.81 |
| 2018-12-31 | $284k | 4.3k | 65.41 |
| 2018-09-30 | $316k | 4.6k | 68.29 |
| 2018-06-30 | $312k | 4.3k | 71.89 |
| 2018-03-31 | $284k | 4.1k | 69.03 |
| 2017-12-31 | $276k | 4.0k | 69.79 |
Top funds holding First Trust IPOX-100 Index Fund
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