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

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

Historical chart of Partnership 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 Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $58k 584 99.24
2023-12-31 $53k 584 90.57

More positions owned by Partnership Wealth Management

Eli Lilly & Co Stock (LLY)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Hanesbrands Stock (HBI)
Sleep Number Corp Stock (SNBR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Advance Auto Parts Stock (AAP)
Paramount Global Class B Stock (PARA)
Intel Corp Stock (INTC)
Microsoft Corp Stock (MSFT)
Nordstrom Stock (JWN)
Bristol-myers Squibb Stock (BMY)
V F Corp Stock (VFC)
Fresenius Medical Care Adr (FMS)

View all positions for Partnership Wealth Management

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