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First Trust IPOX-100 Index Fund shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management 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 IHT Wealth Management 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 6.9k 166.15
2025-06-30 $990k 6.8k 144.91
2025-03-31 $764k 6.8k 111.75
2024-12-31 $829k 6.9k 119.50
2024-09-30 $747k 6.8k 110.19
2024-06-30 $668k 6.7k 99.34
2024-03-31 $746k 7.1k 105.80
2023-12-31 $658k 6.9k 95.90
2023-09-30 $602k 7.2k 83.98
2023-06-30 $656k 7.4k 88.17
2023-03-31 $646k 7.7k 84.05
2022-12-31 $630k 8.0k 78.68
2022-09-30 $661k 8.2k 80.98
2022-06-30 $671k 8.2k 82.18
2022-03-31 $909k 8.3k 109.05
2021-12-31 $595k 4.9k 122.45
2021-09-30 $616k 5.0k 123.47
2021-06-30 $627k 4.9k 127.41
2021-03-31 $643k 5.4k 119.12
2020-12-31 $566k 4.8k 118.41
2020-09-30 $502k 5.2k 96.61
2020-06-30 $579k 6.9k 83.74
2020-03-31 $395k 6.3k 62.95
2019-12-31 $492k 6.1k 80.29
2019-09-30 $582k 7.7k 75.87
2019-06-30 $939k 12k 77.91
2019-03-31 $419k 5.6k 74.96
2018-12-31 $511k 8.2k 62.10
2018-09-30 $769k 10k 74.29
2018-06-30 $726k 10k 71.40
2018-03-31 $581k 8.7k 66.77
2017-12-31 $517k 7.4k 70.11
2017-09-30 $214k 3.3k 64.59
2017-06-30 $977k 77k 12.73
2017-03-31 $5.4M 96k 56.76
2016-12-31 $146k 2.7k 54.52

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT Wealth Management

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Congress Wealth Management LLC / DE /
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
Cassia Capital Partners
Cambridge Investment Research Advisors
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Janney Montgomery Scott
Envestnet Asset Management

View all funds holding First Trust IPOX-100 Index Fund