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First Trust Large Cap Core Alp Fnd shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial 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 Transamerica Financial Advisors 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 Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 13k 104.19
2024-06-30 $1.4M 15k 97.03
2024-03-31 $1.5M 15k 99.26
2023-12-31 $864k 9.6k 90.25
2023-09-30 $40k 484 82.64
2023-06-30 $41k 484 84.71
2023-03-31 $39k 484 80.58
2022-12-31 $39k 484 80.58
2022-09-30 $35k 484 72.31
2022-06-30 $37k 484 76.45
2020-09-30 $50k 782 63.94
2020-06-30 $4.0k 56 71.43
2020-03-31 $60k 1.2k 48.35
2019-06-30 $871k 14k 61.29
2018-12-31 $981k 19k 52.14
2018-09-30 $5.5M 89k 62.43
2018-06-30 $1.4M 23k 59.34
2018-03-31 $1.6M 28k 58.45
2016-03-31 $7.0k 150 46.67

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Em Ex St-owned (XSOE)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Transamerica Financial Advisors

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