First Trust IPOX-100 Index Fund shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private 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 Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $616k | 5.6k | 110.18 |
| 2024-06-30 | $555k | 5.6k | 99.33 |
| 2024-03-31 | $334k | 3.2k | 105.78 |
| 2023-12-31 | $634k | 6.6k | 95.88 |
| 2023-09-30 | $668k | 7.9k | 83.98 |
| 2023-06-30 | $730k | 8.3k | 88.19 |
| 2023-03-31 | $352k | 4.2k | 84.04 |
| 2022-12-31 | $377k | 4.8k | 78.68 |
| 2022-09-30 | $442k | 5.5k | 80.97 |
| 2022-06-30 | $465k | 5.7k | 82.20 |
| 2022-03-31 | $2.5M | 20k | 122.50 |
| 2021-12-31 | $2.5M | 20k | 122.50 |
| 2021-09-30 | $3.5M | 28k | 123.41 |
| 2021-06-30 | $3.5M | 28k | 127.49 |
| 2021-03-31 | $2.6M | 22k | 119.14 |
| 2020-12-31 | $1.9M | 16k | 118.29 |
| 2020-09-30 | $1.3M | 14k | 96.62 |
| 2020-06-30 | $1.5M | 17k | 83.79 |
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