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First Trust IPOX-100 Index Fund shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth 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 Twin Peaks Wealth 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 42k 110.19
2024-06-30 $4.3M 43k 99.34
2024-03-31 $4.7M 44k 105.80
2023-12-31 $4.5M 47k 95.89