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First Trust Large Cap Core Alp Fnd shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 14k 121.93
2024-12-31 $338k 3.2k 104.30
2019-12-31 $491k 7.5k 65.29
2017-03-31 $341k 6.7k 51.19

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
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Ameris Ban (ABCB)
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Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding First Trust Large Cap Core Alp Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Janney Montgomery Scott
Raymond James Financial
Bank of America Corporation
Commonwealth Equity Services
UBS Group
HBK Sorce Advisory
Advisor Group Holdings
Royal Bank of Canada
Branch Banking & Trust Company
Silver Oak Securities
Crusonia Wealth Advisors
BIP Wealth

View all funds holding First Trust Large Cap Core Alp Fnd