First Trust Large Cap Core Alp Fnd shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management 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 WealthPlan Investment Management 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 WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $626k | 5.4k | 116.82 |
| 2025-06-30 | $533k | 4.8k | 109.95 |
| 2025-03-31 | $503k | 4.9k | 102.45 |
| 2024-12-31 | $520k | 5.0k | 104.29 |
| 2023-09-30 | $631k | 7.8k | 81.10 |
| 2023-06-30 | $5.2k | 62 | 84.18 |
| 2023-03-31 | $5.0k | 62 | 80.66 |
| 2022-12-31 | $637k | 7.4k | 85.72 |
| 2022-09-30 | $564k | 7.2k | 78.13 |
| 2022-03-31 | $550k | 7.0k | 78.13 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management
Top funds holding First Trust Large Cap Core Alp Fnd
View all funds holding First Trust Large Cap Core Alp Fnd