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First Trust Cnsumer Stapl Alpha shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of First Trust Cnsumer Stapl Alpha (FXG) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in First Trust Cnsumer Stapl Alpha

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsumer Stapl Alpha held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cnsumer Stapl Alpha by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $253k 3.7k 68.48
2023-12-31 $307k 4.9k 63.09
2023-09-30 $438k 7.3k 60.34
2023-06-30 $501k 8.0k 62.65
2023-03-31 $495k 8.0k 62.07
2022-12-31 $395k 6.3k 62.77
2022-09-30 $335k 5.9k 56.92

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding First Trust Cnsumer Stapl Alpha

Harel Insurance Investments & Financial Services
LPL Financial
Wells Fargo & Company
Raymond James & Associates
Bank of America Corporation
Royal Bank of Canada
Csenge Advisory Group
UBS Group
Stifel Financial
Citigroup
Independent Advisor Alliance
Gts Securities
Citadel Advisors
Advisor Group Holdings
Harbour Investments

View all funds holding First Trust Cnsumer Stapl Alpha