First Trust IPOX-100 Index Fund shares owned by Spire Wealth Management
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in First Trust IPOX-100 Index Fund
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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $70k | 638 | 110.19 |
| 2024-06-30 | $63k | 638 | 99.34 |
| 2024-03-31 | $68k | 638 | 105.80 |
| 2023-12-31 | $60k | 638 | 93.50 |
| 2023-09-30 | $54k | 638 | 83.98 |
| 2023-06-30 | $56k | 638 | 88.17 |
| 2023-03-31 | $95k | 1.1k | 84.03 |
| 2022-12-31 | $79k | 1.0k | 78.76 |
| 2022-09-30 | $75k | 926 | 80.99 |
| 2022-06-30 | $95k | 1.2k | 82.47 |
| 2022-03-31 | $633k | 5.8k | 109.04 |
| 2021-12-31 | $738k | 6.0k | 122.49 |
| 2021-09-30 | $897k | 7.3k | 123.37 |
| 2021-06-30 | $1.0M | 8.2k | 127.52 |
| 2021-03-31 | $812k | 6.8k | 119.17 |
Top funds holding First Trust IPOX-100 Index Fund
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