First Trust IPOX-100 Index Fund shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $5.7M | 52k | 109.07 |
| 2021-12-31 | $6.7M | 55k | 122.51 |
| 2021-09-30 | $7.0M | 56k | 123.40 |
| 2021-06-30 | $7.3M | 57k | 127.47 |
| 2021-03-31 | $6.8M | 57k | 119.14 |
| 2020-12-31 | $6.7M | 56k | 118.31 |
| 2020-09-30 | $5.5M | 57k | 96.65 |
| 2020-03-31 | $3.5M | 56k | 63.01 |
| 2019-09-30 | $3.9M | 52k | 75.82 |
| 2019-06-30 | $3.9M | 50k | 77.91 |
| 2019-03-31 | $3.3M | 45k | 74.88 |
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