First Tr Exch Trd Alpha Fd I shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of First Tr Exch Trd Alpha Fd I (FJP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in First Tr Exch Trd Alpha Fd I
Tip: Access up to 7 years of quarterly data
All positions including First Tr Exch Trd Alpha Fd I held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Tr Exch Trd Alpha Fd I by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $39M | 714k | 54.25 |
| 2024-03-31 | $40M | 717k | 55.13 |
| 2023-12-31 | $36M | 713k | 50.39 |
| 2023-09-30 | $36M | 715k | 49.74 |
| 2023-06-30 | $35M | 721k | 47.98 |
| 2023-03-31 | $20M | 444k | 45.33 |
More positions owned by Congress Wealth Management LLC / DE /
View all positions for Congress Wealth Management LLC / DE /