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First Trust Large Cap Core Alp Fnd shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in First Trust Large Cap Core Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Core Alp Fnd held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 17k 116.82
2025-06-30 $2.1M 19k 109.96
2025-03-31 $17M 165k 102.46

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding First Trust Large Cap Core Alp Fnd

LPL Financial
Janney Montgomery Scott
Wells Fargo & Company
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
UBS Group
HBK Sorce Advisory
Royal Bank of Canada
Branch Banking & Trust Company
Silver Oak Securities
Strategic Blueprint
Cetera Investment Advisers
Private Advisor
Cambridge Investment Research Advisors

View all funds holding First Trust Large Cap Core Alp Fnd