Willner & Heller »

First Trust Mult Cap Grwth Alp Fnd shares owned by Willner & Heller

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Willner & Heller from 13F filings

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2024-12-31 $545k 3.9k 138.20
2024-09-30 $523k 3.9k 133.60
2024-06-30 $463k 3.8k 123.11
2024-03-31 $503k 4.0k 124.60
2023-12-31 $453k 4.0k 112.27
2022-12-31 $293k 3.1k 94.83