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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.9M | 12k | 166.16 |
| 2025-06-30 | $1.7M | 12k | 144.91 |
| 2025-03-31 | $1.3M | 12k | 111.74 |
| 2024-12-31 | $1.4M | 12k | 119.51 |
| 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 |
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