First Trust IPOX-100 Index Fund shares owned by Clarus Wealth Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Clarus Wealth Advisors
from 13F filings
Historical chart of Clarus 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 Clarus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $849k | 7.7k | 110.22 |
| 2024-06-30 | $737k | 7.3k | 100.57 |
| 2024-03-31 | $787k | 7.7k | 101.90 |
| 2023-12-31 | $807k | 8.7k | 92.30 |
| 2023-06-30 | $776k | 8.9k | 86.89 |
| 2023-03-31 | $742k | 9.2k | 80.97 |
| 2022-12-31 | $651k | 8.2k | 79.68 |
| 2022-09-30 | $578k | 7.0k | 82.03 |
| 2022-06-30 | $701k | 8.4k | 83.81 |
| 2022-03-31 | $761k | 7.3k | 104.28 |
| 2021-12-31 | $736k | 6.3k | 116.88 |
| 2021-09-30 | $746k | 6.1k | 123.31 |
| 2021-06-30 | $769k | 6.1k | 126.50 |
| 2021-03-31 | $724k | 5.8k | 125.37 |
| 2020-12-31 | $924k | 7.4k | 124.75 |
| 2020-09-30 | $758k | 7.7k | 98.58 |
| 2020-06-30 | $684k | 7.9k | 86.56 |
| 2020-03-31 | $485k | 8.1k | 60.09 |
| 2019-12-31 | $520k | 6.3k | 82.06 |
| 2019-09-30 | $525k | 6.9k | 75.78 |
| 2019-06-30 | $499k | 6.4k | 77.98 |
| 2019-03-31 | $135k | 1.8k | 74.96 |
| 2018-12-31 | $146k | 2.0k | 74.07 |
| 2018-09-30 | $146k | 2.0k | 74.07 |
| 2018-06-30 | $134k | 2.0k | 68.68 |
Top funds holding First Trust IPOX-100 Index Fund
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