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First Trust IPOX-100 Index Fund shares owned by Proactive Wealth Strategies

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Proactive Wealth Strategies from 13F filings

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 20k 166.16
2025-06-30 $2.9M 20k 144.93
2025-03-31 $2.4M 22k 111.76
2024-12-31 $2.6M 22k 119.51
2024-09-30 $2.1M 19k 110.20