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

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

Historical chart of USAdvisors 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 USAdvisors 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $800k 8.1k 98.92
2023-12-31 $728k 8.1k 90.07
2023-09-30 $5.4M 67k 81.09
2023-06-30 $5.0M 59k 84.35
2023-03-31 $5.6M 70k 80.50
2022-12-31 $5.8M 73k 80.06
2022-09-30 $5.4M 75k 72.23
2022-06-30 $5.8M 76k 76.07
2022-03-31 $7.4M 84k 88.27
2021-12-31 $8.6M 93k 92.33
2021-09-30 $7.8M 92k 85.30
2021-06-30 $7.1M 82k 85.86
2021-03-31 $7.1M 88k 80.08

More positions owned by USAdvisors Wealth Management

Invesco Qqq Trust Nasdaq 100 ETF (QQQ)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Fidelity Total Bond Etf Total Bd Etf (FBND)
Ishs Msci Intl Quality Fact Etf Intl Qlty Factor (IQLT)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Dimensional Etf Tr U S Core Equity 2 Us Core Equity 2 (DFAC)
Invesco Exchange-traded Fd Tr Invesc S&p Mdcp Quality (xmhq) (XMHQ)
Technology Select Sector Spdr Etf Iv Technology (XLK)
Ishares Core S&p Us Value Etf Core S&p Usvlu (IUSV)
Spdr Portfolio S&p 500 Etf Iv Portfolio S&p500 (SPLG)
Pacer Us Cash Cows 100 Etf Growth Etf (COWZ)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
iShares Core S&P Mid-Cap ETF Growth Etf (IJH)
Spdr S&p 500 Growth Etf Growth ETF(SPYG) (SPYG)

View all positions for USAdvisors 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