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

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

Historical chart of Concurrent 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 Concurrent 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 1.8k 117.13
2024-06-30 $603k 5.6k 108.52

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

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