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First Trust Large Cap Core Alp Fnd shares owned by LVZ Advisors

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

Historical chart of LVZ 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 LVZ Advisors 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 22k 99.24
2023-12-31 $1.1M 12k 90.16
2023-09-30 $975k 12k 81.10
2023-06-30 $1.0M 12k 84.01
2023-03-31 $1.7M 21k 80.50
2022-12-31 $1.6M 20k 80.07
2022-09-30 $1.3M 19k 72.21
2022-06-30 $1.1M 14k 76.07
2022-03-31 $1.2M 14k 88.24
2021-12-31 $1.4M 15k 92.35
2021-09-30 $1.2M 14k 85.31
2021-06-30 $1.2M 14k 85.86
2021-03-31 $1.4M 17k 80.09
2020-12-31 $1.4M 20k 73.43
2020-09-30 $1.6M 25k 63.23
2020-06-30 $1.4M 24k 59.53
2020-03-31 $987k 21k 47.65
2019-12-31 $1.3M 20k 65.21
2019-09-30 $1.2M 19k 60.91
2019-06-30 $920k 15k 61.23
2019-03-31 $779k 13k 59.52
2018-12-31 $676k 13k 52.16
2018-09-30 $775k 13k 59.53
2018-06-30 $768k 13k 59.27

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

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