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

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

Historical chart of BKM 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 BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $229k 2.0k 117.15
2024-06-30 $204k 1.9k 108.53
2024-03-31 $211k 1.9k 113.37
2023-12-31 $185k 1.8k 104.45

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding First Trust Mid Cap Core Alpha Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial Services Advisors
Royal Bank of Canada
Raymond James & Associates
National Bank Of Canada /fi/
International Assets Investment Management
Kestra Advisory Services
Advisor Group Holdings
HighTower Advisors
Cetera Investment Advisers
Bank of America Corporation
Stifel Financial
Cambridge Investment Research Advisors

View all funds holding First Trust Mid Cap Core Alpha Fnd