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First Trust Mid Cap Core Alpha Fnd shares owned by Personal Cfo Solutions

Quarter-by-quarter ownership of First Trust Mid Cap Core Alpha Fnd (FNX) shares owned by Personal Cfo Solutions from 13F filings

Historical chart of Personal Cfo Solutions investment in First Trust Mid Cap Core Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mid Cap Core Alpha Fnd held by Personal Cfo Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mid Cap Core Alpha Fnd by Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 14k 92.10
2023-06-30 $974k 10k 96.32
2023-03-31 $754k 8.4k 89.96
2022-12-31 $642k 7.3k 87.83

More positions owned by Personal Cfo Solutions

Chubb (CB)
Ishares Tr Russell 2000 Etf (IWM)
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)
Apple (AAPL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Innovator Etfs Tr Us Sml Cp Pwr B (KJUL)
Innovator Etfs Tr Us Equt Bufr Aug (BAUG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Itt (ITT)
Alphabet Cap Stk Cl A (GOOGL)
CNA Financial Corporation (CNA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)

View all positions for Personal Cfo Solutions

Top funds holding First Trust Mid Cap Core Alpha Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Kestra Advisory Services
UBS Group
Royal Bank of Canada
Kaydan Wealth Management
Raymond James & Associates
Baird Financial
Advisor Group Holdings
HighTower Advisors
Stifel Financial
Bank of America Corporation
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
National Asset Management

View all funds holding First Trust Mid Cap Core Alpha Fnd