Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Tanglewood Legacy Advisors »

First Trust Large Cap Core Alp Fnd shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$312k	3.1k	99.24
2023-12-31	$297k	3.3k	90.16
2023-09-30	$267k	3.3k	81.10
2023-06-30	$275k	3.3k	84.00
2023-03-31	$263k	3.3k	80.51
2022-12-31	$261k	3.3k	80.07

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

First Trust MF Closed and MF Open (DAPR)

SPDR S&P MF Closed and MF Open (SPY)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

First Trust MF Closed and MF Open (DNOV)

Apple Common Stock (AAPL)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding First Trust Large Cap Core Alp Fnd

Wells Fargo & Company

Janney Montgomery Scott

UBS Group

Commonwealth Equity Services

Bank of America Corporation

Raymond James Financial Services Advisors

Silver Oak Securities

Branch Banking & Trust Company

HBK Sorce Advisory

Raymond James & Associates

Advisor Group Holdings

Wealthsource Partners

Royal Bank of Canada

Kestra Advisory Services

Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z