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
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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 |
More positions owned by Carolinas Wealth Consulting
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