First Trust IPOX-100 Index Fund shares owned by Cottonwood Capital Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Cottonwood Capital Advisors
from 13F filings
Historical chart of Cottonwood Capital Advisors investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Cottonwood Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $259k | 2.4k | 110.19 |
| 2024-06-30 | $2.4M | 28k | 85.33 |
| 2024-03-31 | $2.3M | 28k | 83.37 |
| 2023-12-31 | $263k | 2.7k | 95.89 |
| 2023-09-30 | $230k | 2.7k | 83.98 |
| 2023-06-30 | $249k | 2.8k | 88.17 |
| 2023-03-31 | $237k | 2.8k | 84.05 |
| 2022-12-31 | $222k | 2.8k | 78.68 |
| 2022-09-30 | $234k | 2.9k | 81.05 |
| 2022-06-30 | $239k | 2.9k | 82.22 |
| 2022-03-31 | $325k | 3.0k | 108.91 |
| 2021-12-31 | $368k | 3.0k | 122.67 |
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