First Trust IPOX-100 Index Fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 28k | 110.19 |
| 2024-06-30 | $231k | 2.3k | 99.33 |
| 2024-03-31 | $274k | 2.6k | 105.80 |
| 2023-12-31 | $1.6M | 17k | 94.18 |
| 2023-09-30 | $2.0M | 24k | 83.98 |
| 2023-06-30 | $1.6M | 19k | 88.17 |
| 2023-03-31 | $566k | 6.7k | 84.05 |
| 2022-12-31 | $288k | 3.7k | 78.68 |
| 2022-09-30 | $333k | 4.1k | 81.00 |
| 2022-06-30 | $438k | 5.3k | 82.18 |
| 2022-03-31 | $827k | 7.6k | 109.06 |
| 2021-12-31 | $745k | 6.1k | 122.53 |
| 2021-09-30 | $7.0M | 57k | 123.41 |
| 2021-06-30 | $47M | 367k | 127.47 |
| 2021-03-31 | $244k | 2.0k | 119.08 |
| 2020-12-31 | $27M | 225k | 118.31 |
| 2020-09-30 | $20M | 208k | 96.64 |
| 2020-06-30 | $1.2M | 14k | 83.77 |
Top funds holding First Trust IPOX-100 Index Fund
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