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First Trust Large Cap Core Alp Fnd shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 13k 94.82
2023-12-31 $795k 8.8k 90.16
2023-09-30 $1.7M 21k 81.10
2023-06-30 $310k 3.7k 83.24
2023-03-31 $1.6M 20k 79.40
2022-12-31 $1.5M 18k 80.07