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First Trust IPOX-100 Index Fund shares owned by Tcfg Wealth Management

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

Historical chart of Tcfg Wealth Management 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 Tcfg Wealth Management 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 Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 3.4k 166.17
2025-06-30 $503k 3.5k 144.92
2025-03-31 $398k 3.6k 111.75
2024-12-31 $425k 3.6k 119.52
2024-09-30 $428k 3.9k 110.20