First Trust IPOX-100 Index Fund shares owned by Beaird Harris Wealth Management
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Beaird Harris Wealth Management
from 13F filings
Historical chart of Beaird Harris 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 Beaird Harris 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 Beaird Harris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30k | 274 | 110.19 |
| 2024-06-30 | $27k | 274 | 99.34 |
| 2024-03-31 | $29k | 274 | 105.80 |
| 2023-12-31 | $26k | 274 | 95.89 |
| 2023-09-30 | $23k | 274 | 83.98 |
| 2023-06-30 | $24k | 274 | 88.17 |
| 2023-03-31 | $23k | 274 | 84.05 |
| 2022-12-31 | $22k | 274 | 78.68 |
| 2022-09-30 | $22k | 274 | 80.29 |
| 2022-06-30 | $23k | 274 | 83.94 |
| 2022-03-31 | $30k | 274 | 109.49 |
| 2021-12-31 | $34k | 274 | 124.09 |
More positions owned by Beaird Harris Wealth Management
View all positions for Beaird Harris Wealth Management
Top funds holding First Trust IPOX-100 Index Fund
View all funds holding First Trust IPOX-100 Index Fund