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First Trust IPOX-100 Index Fund shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 385 105.80
2023-12-31 $37k 385 95.89
2023-09-30 $32k 385 83.98
2023-06-30 $34k 385 88.17
2023-03-31 $32k 385 84.05
2022-12-31 $30k 385 78.68