First Trust IPOX-100 Index Fund shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29k | 177 | 166.16 |
| 2025-06-30 | $26k | 177 | 144.92 |
| 2025-03-31 | $20k | 177 | 111.74 |
| 2024-12-31 | $21k | 177 | 119.51 |
| 2024-09-30 | $20k | 177 | 110.19 |
| 2024-06-30 | $18k | 177 | 99.34 |
| 2024-03-31 | $19k | 177 | 105.80 |
| 2023-12-31 | $159k | 1.7k | 95.89 |
| 2023-09-30 | $139k | 1.7k | 83.98 |
| 2023-06-30 | $146k | 1.7k | 88.17 |
| 2023-03-31 | $139k | 1.7k | 84.05 |
| 2022-12-31 | $130k | 1.7k | 78.68 |
| 2022-09-30 | $134k | 1.7k | 80.87 |
| 2022-06-30 | $136k | 1.7k | 82.08 |
| 2022-03-31 | $181k | 1.7k | 109.23 |
| 2021-12-31 | $203k | 1.7k | 122.51 |
| 2021-09-30 | $204k | 1.7k | 123.11 |
| 2021-06-30 | $211k | 1.7k | 127.34 |
| 2021-03-31 | $197k | 1.7k | 118.89 |
| 2020-12-31 | $196k | 1.7k | 118.29 |
| 2020-09-30 | $160k | 1.7k | 96.56 |
| 2020-06-30 | $139k | 1.7k | 83.89 |
| 2020-03-31 | $104k | 1.7k | 62.76 |
| 2019-12-31 | $342k | 4.3k | 80.36 |
| 2019-09-30 | $323k | 4.3k | 75.89 |
| 2019-06-30 | $318k | 4.1k | 77.96 |
| 2019-03-31 | $349k | 4.7k | 74.84 |
| 2018-12-31 | $289k | 4.7k | 61.96 |
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