First Trust IPOX-100 Index Fund shares owned by Appleton Partners
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $285k | 1.7k | 166.08 |
| 2025-06-30 | $249k | 1.7k | 145.10 |
| 2024-12-31 | $205k | 1.7k | 119.46 |
| 2023-06-30 | $213k | 2.4k | 88.16 |
| 2023-03-31 | $203k | 2.4k | 84.02 |
| 2022-06-30 | $203k | 2.5k | 82.02 |
| 2022-03-31 | $270k | 2.5k | 109.09 |
| 2021-12-31 | $303k | 2.5k | 122.42 |
| 2021-09-30 | $305k | 2.5k | 123.23 |
| 2021-06-30 | $465k | 3.7k | 127.40 |
| 2021-03-31 | $454k | 3.8k | 119.16 |
| 2020-12-31 | $451k | 3.8k | 118.37 |
| 2020-09-30 | $371k | 3.8k | 96.61 |
| 2020-06-30 | $322k | 3.8k | 83.85 |
| 2020-03-31 | $317k | 5.0k | 63.08 |
| 2019-12-31 | $404k | 5.0k | 80.40 |
| 2019-09-30 | $381k | 5.0k | 75.82 |
| 2019-06-30 | $438k | 5.6k | 77.87 |
| 2019-03-31 | $421k | 5.6k | 74.84 |
| 2018-12-31 | $356k | 5.7k | 62.02 |
| 2018-09-30 | $426k | 5.7k | 74.22 |
| 2018-06-30 | $410k | 5.7k | 71.43 |
| 2018-03-31 | $393k | 5.7k | 68.47 |
| 2017-12-31 | $392k | 5.7k | 68.29 |
| 2017-09-30 | $366k | 5.7k | 63.76 |
| 2017-06-30 | $343k | 5.7k | 59.76 |
| 2017-03-31 | $329k | 5.7k | 57.32 |
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