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First Trust IPOX-100 Index Fund shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in First Trust IPOX-100 Index Fund

Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20258k10k12k103103.5104104.5105
Value ($)Share countHistorical FPX position of Carolinas Wealth Consulting Source: stockzoa.comValue ($)Share count

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All positions including First Trust IPOX-100 Index Fund held by Carolinas Wealth Consulting 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 Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 104 110.19
2024-06-30 $10k 104 99.34
2024-03-31 $11k 104 105.80
2023-12-31 $10k 104 95.89
2023-09-30 $8.0k 104 76.88
2023-06-30 $9.2k 104 88.17
2023-03-31 $8.7k 104 84.05
2022-12-31 $8.2k 104 78.68
2022-09-30 $8.0k 104 76.92
2022-06-30 $9.0k 104 86.54
2022-03-31 $11k 104 105.77
2021-12-31 $13k 104 125.00
2021-09-30 $13k 104 125.00
2021-06-30 $13k 104 125.00
2021-03-31 $12k 104 115.38
2020-12-31 $12k 104 115.38
2020-09-30 $10k 104 96.15
2020-06-30 $9.0k 104 86.54