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

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

Historical chart of Lenox 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 Lenox 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 Lenox Wealth Management

Quarter filed Position value Share count Share price at filing
2020-06-30 $87k 1.5k 59.35
2020-03-31 $69k 1.5k 47.07
2019-12-31 $96k 1.5k 65.48
2019-09-30 $89k 1.5k 60.71
2019-06-30 $89k 1.5k 60.71
2019-03-31 $87k 1.5k 59.35
2018-12-31 $2.0k 78 25.64
2018-09-30 $6.0k 223 26.91

More positions owned by Lenox Wealth Management

Procter & Gamble Common Stock (PG)
Berkshire Hathaway Inc B Common Stock (BRK.B)
Ishares Tr Sh Tr Crport Etf Exchange Traded Fund (IGSB)
iShares iBoxx $ High Yield Corporate Bd Exchange Traded Fund (HYG)
iShares Floating Rate Bond ETF Exchange Traded Fund (FLOT)
iShares MBS Exchange Traded Fund (MBB)
Sap Se Common Stock (SAP)
Novo Nordisk A/S Common Stock (NVO)
Lonza Group Common Stock (LZAGY)
Accenture PLC A Common Stock (ACN)
Taiwan Semiconductor Manufacturing Common Stock (TSM)
Sysmex Corp Common Stock (SSMXY)
AIA Group Common Stock (AAGIY)
Grifols SA Common Stock (GRFS)
Dassault Systemes SA Common Stock (DASTY)

View all positions for Lenox Wealth Management

Top funds holding First Trust Large Cap Core Alp Fnd

Wells Fargo & Company
Janney Montgomery Scott
UBS Group
Commonwealth Equity Services
Bank of America Corporation
Raymond James Financial Services Advisors
Silver Oak Securities
Branch Banking & Trust Company
HBK Sorce Advisory
Raymond James & Associates
Advisor Group Holdings
Wealthsource Partners
Royal Bank of Canada
Kestra Advisory Services
Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd