Turtle Creek Wealth Advisors »

First Trust Cnsmer Disry Alpha Fnd shares owned by Turtle Creek Wealth Advisors

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

Historical chart of Turtle Creek Wealth 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 Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Cnsmer Disry Alpha Fnd by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $37k 630 58.98

More positions owned by Turtle Creek Wealth Advisors

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Technology Select Sector Spdr Fund Etf (XLK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Chase & Co Stock (JPM)
Lam Research Corp Stock (LRCX)
Costco Whsl Corp Stock (COST)
Kla Corp Stock (KLAC)
Caterpillar Stock (CAT)
Lennar Corp Cl A Stock (LEN)
Unitedhealth Group Stock (UNH)

View all positions for Turtle Creek Wealth Advisors

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