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

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

Historical chart of Partnership 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 Partnership 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 Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $61k 584 104.17
2024-06-30 $57k 584 96.99
2024-03-31 $58k 584 99.24
2023-12-31 $53k 584 90.57

More positions owned by Partnership Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Eli Lilly & Co Stock (LLY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Small-cap Etf Etf (SCZ)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Trane Technologies Stock (TT)
Pepsico Stock (PEP)
Norfolk Southn Corp Stock (NSC)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth Management

Top funds holding First Trust Large Cap Core Alp Fnd

Morgan Stanley
LPL Financial
Janney Montgomery Scott
Wells Fargo & Company
Bank of America Corporation
Commonwealth Equity Services
HBK Sorce Advisory
International Assets Investment Management
Advisor Group Holdings
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Raymond James & Associates
Royal Bank of Canada
Silver Oak Securities
Cetera Investment Advisers

View all funds holding First Trust Large Cap Core Alp Fnd