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First Trust IPOX-100 Index Fund shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd 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 Lloyd 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 Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 16k 110.19
2022-03-31 $999 9 111.11
2021-12-31 $3.0k 24 125.00
2021-09-30 $41k 332 123.49
2021-06-30 $3.1M 24k 127.47
2021-03-31 $3.0k 25 120.00
2020-12-31 $2.2M 19k 118.29
2020-09-30 $1.5M 16k 96.66