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First Trust Large Cap Core Alp Fnd shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-03-31 $18k 178 102.46
2024-12-31 $19k 178 104.30

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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for Bernard Wealth Management Corp.

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
BIP Wealth
Strategic Blueprint
Cetera Investment Advisers
Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd