First Trust Large Cap Core Alp Fnd shares owned by Summit Financial
Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial 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 Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $885k | 8.5k | 104.16 |
| 2024-06-30 | $838k | 8.6k | 96.99 |
| 2024-03-31 | $975k | 9.8k | 99.24 |
| 2023-12-31 | $521k | 5.8k | 90.16 |
| 2023-09-30 | $500k | 6.2k | 81.10 |
| 2023-06-30 | $518k | 6.2k | 84.01 |
| 2023-03-31 | $458k | 5.7k | 80.50 |
| 2022-12-31 | $462k | 5.8k | 80.07 |
| 2022-09-30 | $504k | 7.0k | 72.22 |
| 2022-06-30 | $571k | 7.5k | 76.07 |
| 2022-03-31 | $682k | 7.7k | 88.27 |
| 2021-12-31 | $753k | 8.2k | 92.33 |
| 2021-09-30 | $614k | 7.2k | 85.30 |
Top funds holding First Trust Large Cap Core Alp Fnd
View all funds holding First Trust Large Cap Core Alp Fnd