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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

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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
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