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First Trust IPOX-100 Index Fund shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 12k 110.19
2024-06-30 $1.2M 12k 99.33
2024-03-31 $1.3M 12k 105.80
2023-12-31 $1.2M 12k 95.89
2023-09-30 $1.1M 13k 83.98
2023-06-30 $1.1M 13k 88.17
2023-03-31 $1.2M 14k 84.05
2022-12-31 $1.1M 14k 78.68
2022-09-30 $1.2M 15k 81.02
2022-06-30 $1.3M 16k 82.12
2022-03-31 $1.8M 16k 109.06
2021-12-31 $2.4M 19k 122.49
2021-09-30 $2.4M 19k 123.39
2021-06-30 $2.4M 19k 127.49
2021-03-31 $2.2M 19k 119.15
2020-12-31 $1.9M 16k 118.32
2020-09-30 $3.0M 31k 96.65
2020-06-30 $1.3M 16k 83.80
2020-03-31 $1.2M 19k 62.94
2019-12-31 $1.7M 21k 80.35
2019-09-30 $1.6M 21k 75.85
2019-06-30 $2.1M 27k 77.85
2019-03-31 $4.2M 56k 74.89

More positions owned by Spectrum Wealth Advisory Group

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Us Gwt (IUSG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Spectrum Wealth Advisory Group

Top funds holding First Trust IPOX-100 Index Fund

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Raymond James & Associates
Cassia Capital Partners
Royal Bank of Canada
Envestnet Asset Management
Good Life Advisors
HighTower Advisors
Janney Montgomery Scott
Cambridge Investment Research Advisors

View all funds holding First Trust IPOX-100 Index Fund