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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

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Quarterly reported holdings in First Trust IPOX-100 Index Fund by Western Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $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