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
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Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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 |
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