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First Trust Large Cap Core Alp Fnd shares owned by Creative Planning

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in First Trust Large Cap Core Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Core Alp Fnd held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $25k 800 31.25
2012-09-30 $24k 800 30.00
2012-06-30 $23k 800 28.75

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding First Trust Large Cap Core Alp Fnd

Wells Fargo & Company
Janney Montgomery Scott
UBS Group
Commonwealth Equity Services
Bank of America Corporation
Raymond James Financial Services Advisors
Silver Oak Securities
Branch Banking & Trust Company
HBK Sorce Advisory
Raymond James & Associates
Advisor Group Holdings
Wealthsource Partners
Royal Bank of Canada
Kestra Advisory Services
Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd