First Trust IPOX-100 Index Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in First Trust IPOX-100 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including First Trust IPOX-100 Index Fund held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust IPOX-100 Index Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $330k | 2.3k | 144.92 |
| 2025-03-31 | $292k | 2.6k | 111.73 |
| 2024-12-31 | $320k | 2.7k | 119.50 |
| 2024-09-30 | $425k | 3.9k | 110.19 |
| 2024-06-30 | $634k | 6.4k | 99.34 |
| 2024-03-31 | $826k | 7.8k | 105.80 |
| 2023-12-31 | $1.2M | 13k | 95.89 |
| 2023-09-30 | $1.1M | 14k | 83.98 |
| 2023-06-30 | $1.2M | 14k | 88.17 |
| 2023-03-31 | $1.2M | 14k | 84.05 |
| 2022-12-31 | $1.2M | 16k | 78.68 |
| 2022-09-30 | $1.3M | 16k | 81.02 |
| 2022-06-30 | $1.4M | 17k | 82.17 |
| 2022-03-31 | $3.1M | 28k | 109.02 |
| 2021-12-31 | $3.6M | 30k | 122.52 |
| 2021-09-30 | $3.4M | 28k | 123.41 |
| 2021-06-30 | $3.4M | 27k | 127.15 |
| 2021-03-31 | $247k | 2.1k | 119.38 |
| 2020-12-31 | $236k | 2.0k | 118.71 |
| 2020-09-30 | $1.3M | 14k | 96.61 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services
Top funds holding First Trust IPOX-100 Index Fund
View all funds holding First Trust IPOX-100 Index Fund