Sterling Investment Advisors »

First Trust Large Cap Core Alp Fnd shares owned by Sterling Investment Advisors

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

Historical chart of Sterling Investment Advisors 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 Sterling Investment Advisors 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 Large Cap Core Alp Fnd by Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $728k 7.3k 99.24
2023-12-31 $659k 7.3k 90.16
2023-09-30 $594k 7.3k 81.10
2023-06-30 $615k 7.3k 84.01
2023-03-31 $964k 12k 80.50
2022-12-31 $947k 12k 80.07
2022-09-30 $913k 13k 72.24
2022-06-30 $961k 13k 76.03
2022-03-31 $1.1M 13k 88.24
2021-12-31 $1.2M 13k 92.35
2021-09-30 $1.1M 13k 85.32
2021-06-30 $1.1M 13k 85.85
2021-03-31 $1.0M 13k 80.06
2020-12-31 $946k 13k 73.39
2020-09-30 $859k 14k 63.21
2020-06-30 $1.0M 18k 59.52
2020-03-31 $878k 18k 47.63
2019-12-31 $1.2M 19k 65.20
2019-09-30 $1.2M 19k 60.90
2019-06-30 $1.2M 20k 61.26
2019-03-31 $1.4M 24k 59.51
2018-12-31 $1.3M 25k 52.10
2018-09-30 $1.6M 25k 62.42
2018-06-30 $1.7M 28k 59.30
2018-03-31 $1.7M 29k 58.41
2017-12-31 $1.7M 29k 58.52
2017-09-30 $1.6M 30k 54.90
2017-06-30 $1.6M 30k 53.17
2017-03-31 $1.3M 26k 51.61
2016-12-31 $1.3M 26k 48.77

More positions owned by Sterling Investment Advisors

Apple (AAPL)
Amazon (AMZN)
Kinder Morgan (KMI)
Alphabet Inc Class A cs (GOOGL)
Globus Med Inc cl a (GMED)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Crowdstrike Hldgs Inc cl a (CRWD)
iShares Core S&P Small-Cap ETF Etf (SPSM)
iShares Select Dividend ETF Etf (DVY)
Home Depot (HD)
VanEck Gold Miners ETF Etf (GDX)
SPDR Gold MiniShares ETF Etf (GLDM)
Kkr & Co (KKR)

View all positions for Sterling Investment Advisors

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