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First Trust Mid Cap Core Alpha Fnd shares owned by AE Wealth Management

Quarter-by-quarter ownership of First Trust Mid Cap Core Alpha Fnd (FNX) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in First Trust Mid Cap Core Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mid Cap Core Alpha Fnd held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mid Cap Core Alpha Fnd by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $256k 1.8k 146.43
2026-03-31 $207k 1.6k 128.26
2023-03-31 $1.3M 15k 89.96
2022-12-31 $1.1M 13k 87.83
2022-09-30 $913k 11k 80.31
2022-06-30 $811k 9.7k 83.63
2022-03-31 $770k 7.8k 98.16
2021-12-31 $707k 6.9k 102.84
2021-09-30 $421k 4.3k 97.63
2021-06-30 $322k 3.2k 100.16
2021-03-31 $323k 3.4k 93.87