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First Trust Mid Cap Core Alpha Fnd shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of First Trust Mid Cap Core Alpha Fnd (FNX) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors 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 AssuredPartners Investment Advisors 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 AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 11k 125.41
2025-06-30 $1.3M 12k 114.85
2025-03-31 $13M 118k 108.98

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding First Trust Mid Cap Core Alpha Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
UBS Group
Cetera Investment Advisers
Baird Financial
HighTower Advisors
Three Cord True Wealth Management
Advisor Group Holdings
Stifel Financial
Kestra Advisory Services
Lakeridge Wealth Management
Northwestern Mutual Wealth Management Company

View all funds holding First Trust Mid Cap Core Alpha Fnd