First Trust IPOX-100 Index Fund shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $627k | 3.8k | 166.16 |
| 2025-06-30 | $339k | 2.3k | 144.91 |
| 2025-03-31 | $261k | 2.3k | 111.74 |
| 2024-12-31 | $292k | 2.4k | 119.51 |
| 2024-09-30 | $258k | 2.3k | 110.19 |
| 2022-03-31 | $248k | 2.3k | 109.25 |
| 2021-12-31 | $256k | 2.3k | 110.34 |
| 2021-09-30 | $299k | 2.4k | 123.55 |
| 2021-06-30 | $307k | 2.4k | 127.39 |
| 2021-03-31 | $410k | 3.7k | 110.51 |
| 2020-12-31 | $504k | 3.7k | 135.85 |
| 2020-09-30 | $359k | 3.7k | 96.77 |
| 2020-06-30 | $331k | 3.7k | 89.22 |
| 2020-03-31 | $234k | 3.7k | 62.90 |
| 2019-12-31 | $303k | 3.8k | 80.37 |
| 2019-09-30 | $286k | 3.8k | 75.86 |
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