First Trust IPOX-100 Index Fund shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $520k | 5.9k | 88.17 |
| 2023-03-31 | $511k | 6.1k | 84.05 |
| 2022-12-31 | $478k | 6.1k | 78.68 |
| 2022-09-30 | $545k | 6.7k | 81.10 |
| 2022-06-30 | $552k | 6.7k | 82.14 |
| 2022-03-31 | $757k | 6.9k | 109.08 |
| 2021-12-31 | $946k | 7.7k | 122.54 |
| 2021-09-30 | $953k | 7.7k | 123.45 |
| 2021-06-30 | $1.0M | 8.0k | 127.45 |
| 2021-03-31 | $901k | 7.6k | 119.18 |
| 2020-12-31 | $866k | 7.3k | 118.31 |
| 2020-09-30 | $14k | 180 | 77.78 |
| 2020-06-30 | $14k | 180 | 77.78 |
| 2020-03-31 | $13k | 180 | 72.22 |
| 2019-09-30 | $14k | 180 | 77.78 |
| 2019-06-30 | $14k | 180 | 77.78 |
| 2019-03-31 | $13k | 180 | 72.22 |
| 2018-12-31 | $11k | 180 | 61.11 |
More positions owned by Intercontinental Wealth Advisors
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