Creative Planning »

First Trust Mid Cap Core Alpha Fnd shares owned by Creative Planning

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

Historical chart of Creative Planning 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 Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Mid Cap Core Alpha Fnd by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $24k 650 36.92
2012-09-30 $27k 750 36.00
2012-06-30 $22k 650 33.85
2011-12-31 $18k 550 32.73

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

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