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First Trust Large Cap Core Alp Fnd shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 12k 117.14
2025-06-30 $1.3M 12k 111.56
2025-03-31 $1.1M 12k 95.70

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)

View all positions for Wedmont Private Capital

Top funds holding First Trust Large Cap Core Alp Fnd

Morgan Stanley
LPL Financial
Janney Montgomery Scott
Wells Fargo & Company
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
UBS Group
HBK Sorce Advisory
Royal Bank of Canada
Branch Banking & Trust Company
Silver Oak Securities
Strategic Blueprint
Cetera Investment Advisers
Private Advisor

View all funds holding First Trust Large Cap Core Alp Fnd