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First Trust Large Cap Core Alp Fnd shares owned by Morey & Quinn Wealth Partners

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Morey & Quinn Wealth Partners from 13F filings

Historical chart of Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 12k 118.61
2025-09-30 $1.4M 12k 116.82
2025-06-30 $1.3M 12k 109.96

More positions owned by Morey & Quinn Wealth Partners

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ftai Aviation SHS (FTAI)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Union Pacific Corporation (UNP)
J P Morgan Exchange Traded F Active Growth (JGRO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Wal-Mart Stores (WMT)
Allstate Corporation (ALL)

View all positions for Morey & Quinn Wealth Partners

Top funds holding First Trust Large Cap Core Alp Fnd

LPL Financial
Janney Montgomery Scott
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
UBS Group
HBK Sorce Advisory
Branch Banking & Trust Company
Advisor Group Holdings
Silver Oak Securities
BIP Wealth
Crusonia Wealth Advisors
Cetera Investment Advisers
Cambridge Investment Research Advisors
Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd