First Trust IPOX-100 Index Fund shares owned by PCG Wealth Advisors
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by PCG Wealth Advisors
from 13F filings
Historical chart of PCG 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 PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $970k | 8.1k | 119.51 |
| 2024-09-30 | $898k | 8.1k | 110.19 |
| 2024-06-30 | $815k | 8.2k | 99.33 |
| 2024-03-31 | $870k | 8.2k | 105.80 |
| 2023-12-31 | $895k | 9.3k | 95.89 |
| 2023-09-30 | $829k | 9.9k | 83.98 |
| 2023-06-30 | $914k | 10k | 88.17 |
| 2023-03-31 | $1.0M | 12k | 84.05 |
| 2022-12-31 | $1.1M | 14k | 78.68 |
| 2022-09-30 | $2.9M | 36k | 81.00 |
| 2022-06-30 | $1.6M | 19k | 82.14 |
| 2022-03-31 | $2.2M | 20k | 109.09 |
| 2021-12-31 | $4.3M | 35k | 122.50 |
Top funds holding First Trust IPOX-100 Index Fund
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