Lakeview Capital Partners »

First Trust Mult Cap Grwth Alp Fnd shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in First Trust Mult Cap Grwth Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mult Cap Grwth Alp Fnd held by Lakeview Capital Partners 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 Mult Cap Grwth Alp Fnd by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $250k 2.2k 112.26
2023-09-30 $220k 2.2k 100.11
2023-06-30 $265k 2.5k 105.52

More positions owned by Lakeview Capital Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Biohaven (BHVN)
Amazon (AMZN)
Listed Fd Tr Shares Lag Cap (OVL)
Ishares Tr Short Treas Bd (SHV)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lakeview Capital Partners

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Raymond James Financial Services Advisors
Commonwealth Equity Services
Goldman Sachs Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of America Corporation
Kowal Investment Group
Wealth Management Partners
D.A. Davidson & Co.
Baird Financial
Raymond James & Associates
Private Advisor
Wells Fargo & Company
Stonebridge Financial Planning Group
UBS Group

View all funds holding First Trust Mult Cap Grwth Alp Fnd