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First Trust Cnsmer Disry Alpha Fnd shares owned by Merit Financial Group

Quarter-by-quarter ownership of First Trust Cnsmer Disry Alpha Fnd (FXD) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in First Trust Cnsmer Disry Alpha Fnd

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All positions including First Trust Cnsmer Disry Alpha Fnd held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cnsmer Disry Alpha Fnd by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 35k 58.98
2023-09-30 $2.6M 50k 51.01
2023-06-30 $1.6M 29k 55.21
2020-09-30 $1.1M 25k 42.54

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United Parcel Service CL B (UPS)
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Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Merit Financial Group

Top funds holding First Trust Cnsmer Disry Alpha Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
O'Dell Group
Bank of America Corporation
Raymond James & Associates
CFG Asset Management
Nilsine Partners
Goldman Sachs Group
UBS Group
Advisory Services Network
Janney Montgomery Scott
Benjamin F. Edwards & Company
Branch Banking & Trust Company
WCG Wealth Advisors
Stifel Financial

View all funds holding First Trust Cnsmer Disry Alpha Fnd