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First Trust Mid Cap Core Alpha Fnd shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of First Trust Mid Cap Core Alpha Fnd (FNX) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment Advisors 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 Sterling Investment Advisors 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 11k 113.37
2023-12-31 $1.2M 11k 104.45
2023-09-30 $1.1M 12k 92.10
2023-06-30 $1.1M 12k 96.32
2023-03-31 $1.0M 11k 89.96
2022-12-31 $997k 11k 87.83
2022-09-30 $1.0M 13k 80.28
2022-06-30 $1.1M 13k 83.63
2022-03-31 $1.3M 13k 98.09
2021-12-31 $1.5M 14k 102.83
2021-09-30 $1.4M 14k 97.66
2021-06-30 $1.4M 14k 100.10
2021-03-31 $1.4M 14k 93.82
2020-12-31 $1.2M 15k 83.02
2020-09-30 $1.6M 24k 65.97
2020-06-30 $1.6M 26k 62.48
2020-03-31 $1.3M 26k 48.19
2019-12-31 $2.0M 28k 72.47
2019-09-30 $2.0M 29k 67.55
2019-06-30 $2.1M 31k 68.81
2019-03-31 $2.2M 33k 67.03
2018-12-31 $1.9M 33k 57.81
2018-09-30 $2.3M 32k 71.63
2018-06-30 $2.2M 32k 68.44
2018-03-31 $2.1M 32k 65.40
2017-12-31 $2.1M 32k 65.71
2017-09-30 $1.9M 31k 61.86
2017-06-30 $1.8M 31k 59.18
2017-03-31 $1.6M 28k 58.44
2016-12-31 $1.5M 27k 56.38

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 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