Cornerstone Wealth Management »

First Trust Mult Cap Grwth Alp Fnd shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in First Trust Mult Cap Grwth Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mult Cap Grwth Alp Fnd held by Cornerstone Wealth Management 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 Mult Cap Grwth Alp Fnd by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.2M 31k 199.97
2018-09-30 $589k 37k 15.95
2018-06-30 $589k 43k 13.85

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr Msci Usa Min Etf (USMV)
Amazon (AMZN)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wal-Mart Stores (WMT)

View all positions for Cornerstone Wealth Management

Top funds holding First Trust Mult Cap Grwth Alp Fnd

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
Jones Financial Companies, L.L
Goldman Sachs Group
Advisor Group Holdings
Branch Banking & Trust Company
Plotkin Financial Advisors
Virtu Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Cornerstone Wealth Management

View all funds holding First Trust Mult Cap Grwth Alp Fnd