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First Trust Cnsmer Disry Alpha Fnd shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in First Trust Cnsmer Disry Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsmer Disry Alpha Fnd held by TruWealth Advisors 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 3.3k 64.54
2021-12-31 $203k 3.3k 62.17

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Top funds holding First Trust Cnsmer Disry Alpha Fnd

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

View all funds holding First Trust Cnsmer Disry Alpha Fnd