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First Trust IPOX-100 Index Fund shares owned by Feltz Wealth PLAN

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

Historical chart of Feltz Wealth PLAN investment in First Trust IPOX-100 Index Fund

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All positions including First Trust IPOX-100 Index Fund held by Feltz Wealth PLAN 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 Feltz Wealth PLAN

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 1.2k 166.16
2023-06-30 $113k 1.3k 88.17
2023-03-31 $0 2.6k 0.00
2022-12-31 $224k 2.6k 86.52
2022-03-31 $265k 2.8k 96.22
2021-12-31 $351k 3.3k 106.40
2021-09-30 $379k 3.0k 124.63
2021-06-30 $300k 2.4k 127.66
2021-03-31 $227k 1.9k 120.87
2016-09-30 $5.0k 93 54.02
2016-06-30 $90 1.8k 0.05
2015-12-31 $70k 3.4k 20.59
2015-06-30 $84k 1.5k 54.37
2015-03-31 $150k 2.8k 54.29