Wealth Enhancement Advisory Services »

First Trust IPOX-100 Index Fund shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust IPOX-100 Index Fund by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 26k 165.34
2025-06-30 $3.8M 26k 143.86
2025-03-31 $3.0M 27k 111.74
2024-12-31 $3.3M 28k 119.51
2024-06-30 $3.3M 33k 99.33
2024-03-31 $6.3M 59k 105.80
2023-12-31 $6.4M 67k 95.89
2023-09-30 $5.1M 60k 83.98