First Trust IPOX-100 Index Fund shares owned by Halpern Financial
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7k | 70 | 109.40 |
| 2024-06-30 | $7.0k | 70 | 99.33 |
| 2024-03-31 | $7.3k | 70 | 103.66 |
| 2023-12-31 | $6.4k | 70 | 90.87 |
| 2023-09-30 | $5.9k | 70 | 83.97 |
| 2023-06-30 | $6.2k | 70 | 88.17 |
| 2023-03-31 | $5.9k | 70 | 84.06 |
| 2022-12-31 | $13k | 170 | 78.68 |
| 2022-09-30 | $14k | 170 | 81.03 |
| 2022-06-30 | $14k | 170 | 82.15 |
| 2022-03-31 | $34k | 310 | 109.08 |
| 2021-12-31 | $38k | 310 | 122.51 |
| 2021-09-30 | $81k | 655 | 123.40 |
| 2021-06-30 | $33k | 260 | 127.47 |
| 2021-03-31 | $31k | 260 | 119.15 |
| 2020-12-31 | $43k | 360 | 118.31 |
| 2020-09-30 | $49k | 510 | 96.64 |
| 2020-06-30 | $43k | 510 | 83.79 |
| 2020-03-31 | $36k | 570 | 63.01 |
| 2019-12-31 | $46k | 570 | 80.35 |
Top funds holding First Trust IPOX-100 Index Fund
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