Bordeaux Wealth Advisors »

First Trust Large Cap Core Alp Fnd shares owned by Bordeaux Wealth Advisors

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

Historical chart of Bordeaux Wealth 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 Bordeaux Wealth Advisors 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 Large Cap Core Alp Fnd by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $371k 3.6k 104.17
2024-06-30 $345k 3.6k 96.99

More positions owned by Bordeaux Wealth Advisors

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Etf (IWB)
Boeing Company (BA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Health Car Etf (VHT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Financials Etf (VFH)
Vanguard World Inf Tech Etf (VGT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Bordeaux Wealth Advisors

Top funds holding First Trust Large Cap Core Alp Fnd

LPL Financial
Janney Montgomery Scott
Wells Fargo & Company
UBS Group
Bank of America Corporation
Commonwealth Equity Services
HBK Sorce Advisory
Advisor Group Holdings
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Raymond James & Associates
Royal Bank of Canada
Silver Oak Securities
Kingsview Wealth Management
Cambridge Investment Research Advisors

View all funds holding First Trust Large Cap Core Alp Fnd