Pinnacle Wealth Management Group »

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

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

Historical chart of Pinnacle Wealth Management Group 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 Pinnacle Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $4.9M 37k 132.60

More positions owned by Pinnacle Wealth Management Group

Victory Portfolios Ii Short Trm Bd Etf (USTB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
RBB F/m Us Treasury (TBIL)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Mrngstr Mid Cap (VO)
Morgan Stanley Com New (MS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Agnico (AEM)

View all positions for Pinnacle Wealth Management Group

Top funds holding First Trust Large Cap Core Alp Fnd

LPL Financial
Janney Montgomery Scott
Wells Fargo & Company
Raymond James Financial
Bank of America Corporation
Commonwealth Equity Services
Modern Wealth Management
Royal Bank of Canada
UBS Group
Advisor Group Holdings
HBK Sorce Advisory
Branch Banking & Trust Company
Wiley Bros.-aintree Capital
Silver Oak Securities
Crusonia Wealth Advisors

View all funds holding First Trust Large Cap Core Alp Fnd