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

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

Historical chart of Perigon 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 Perigon 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 3.4k 104.17
2024-06-30 $332k 3.4k 96.99
2024-03-31 $339k 3.4k 99.24
2023-12-31 $308k 3.4k 90.16

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon 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