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
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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 |
|---|---|---|---|
| 2025-09-30 | $5.9M | 36k | 166.16 |
| 2025-06-30 | $5.8M | 37k | 155.44 |
| 2025-03-31 | $4.3M | 39k | 110.66 |
| 2024-12-31 | $4.8M | 40k | 119.51 |
| 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 |
More positions owned by Twin Peaks Wealth Advisors
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Top funds holding First Trust IPOX-100 Index Fund
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