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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

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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
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