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First Trust Large Cap Core Alp Fnd shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth Management 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 IHT Wealth Management 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 4.6k 116.81
2025-06-30 $503k 4.6k 109.97
2025-03-31 $600k 5.9k 102.47
2024-12-31 $609k 5.8k 104.29
2024-09-30 $740k 7.1k 104.09
2024-06-30 $578k 6.0k 96.98
2024-03-31 $591k 6.0k 99.24
2023-12-31 $673k 7.5k 90.17
2023-09-30 $1.3M 16k 81.10
2023-06-30 $1.1M 13k 84.01
2023-03-31 $1.1M 14k 80.50
2022-12-31 $1.2M 15k 80.07
2022-09-30 $1.0M 14k 72.26
2022-06-30 $965k 13k 76.06
2022-03-31 $1.2M 13k 88.29
2021-12-31 $1.2M 13k 92.33
2021-09-30 $1.1M 13k 85.32
2021-06-30 $1.2M 14k 85.90
2021-03-31 $1.2M 15k 80.05
2020-12-31 $1.1M 15k 73.46
2020-09-30 $962k 15k 63.19
2020-06-30 $877k 15k 59.52
2020-03-31 $863k 18k 47.64
2019-12-31 $1.4M 22k 65.23
2019-09-30 $1.3M 22k 61.12
2019-06-30 $1.4M 23k 61.14
2019-03-31 $898k 15k 59.52
2018-12-31 $830k 16k 52.09
2018-09-30 $613k 9.8k 62.42
2018-06-30 $774k 13k 59.29
2018-03-31 $745k 13k 57.11
2017-12-31 $830k 14k 60.08
2017-09-30 $735k 13k 55.49
2017-06-30 $4.0k 151 26.49
2017-03-31 $4.0k 81 49.38
2016-12-31 $625k 13k 49.10

More positions owned by IHT Wealth Management

Apple (AAPL)
Wisdomtree Floating Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Invesco Qqq Unit Ser 1 (QQQ)
Spdr Portfolio Prtflo S&p500 Vl (SPYV)
Ishares Core Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Portfolio Portfolio S&p500 (SPLG)
Spdr Portfolio Prtflo S&p500 Gw (SPYG)
First Trust Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
ISHARES 20 Plus 20 Yr Tr Bd Etf (TLT)
Ishares Msci Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq Nasdaq 100 Etf (QQQM)

View all positions for IHT Wealth Management

Top funds holding First Trust Large Cap Core Alp Fnd

Morgan Stanley
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

View all funds holding First Trust Large Cap Core Alp Fnd