First Trust IPOX-100 Index Fund shares owned by Western Wealth Management
Quarter-by-quarter ownership of First Trust IPOX-100 Index Fund (FPX) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western 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 Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust IPOX-100 Index Fund by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 23k | 110.19 |
| 2024-06-30 | $2.3M | 24k | 99.33 |
| 2024-03-31 | $2.5M | 24k | 105.80 |
| 2023-12-31 | $2.3M | 24k | 95.89 |
| 2023-09-30 | $2.1M | 25k | 83.98 |
| 2023-06-30 | $2.2M | 25k | 88.17 |
| 2023-03-31 | $2.2M | 26k | 84.05 |
| 2022-12-31 | $2.2M | 28k | 78.68 |
| 2022-09-30 | $4.4M | 55k | 80.98 |
| 2022-06-30 | $4.5M | 55k | 81.93 |
| 2022-03-31 | $6.4M | 59k | 109.10 |
| 2021-12-31 | $4.7M | 39k | 122.37 |
| 2021-06-30 | $4.5M | 35k | 127.32 |
| 2021-03-31 | $4.1M | 34k | 119.14 |
| 2020-12-31 | $3.2M | 27k | 118.32 |
| 2020-09-30 | $2.4M | 25k | 96.66 |
| 2020-06-30 | $1.8M | 22k | 83.80 |
Top funds holding First Trust IPOX-100 Index Fund
View all funds holding First Trust IPOX-100 Index Fund