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

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

Historical chart of Tcfg 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 Tcfg Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Tcfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $209k 1.5k 138.21
2024-09-30 $202k 1.5k 133.60

More positions owned by Tcfg Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
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Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Visa Com Cl A (V)
Chevron Corporation (CVX)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Global Cr Etf (DGCB)
Franco-Nevada Corporation (FNV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
First Tr Exchange-traded Risng Divd Achiv (RDVY)

View all positions for Tcfg Wealth Management

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Morgan Stanley
LPL Financial
Raymond James Financial Services Advisors
Raymond James Financial
Commonwealth Equity Services
Goldman Sachs Group
Plotkin Financial Advisors
Branch Banking & Trust Company
Bank of America Corporation
Kowal Investment Group
Wells Fargo & Company
Royal Bank of Canada
Wealth Management Partners
Private Advisor
Raymond James & Associates

View all funds holding First Trust Mult Cap Grwth Alp Fnd