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First Trust Mid Cap Core Alpha Fnd shares owned by Fortress Wealth Group

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

Historical chart of Fortress Wealth Group 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 Fortress Wealth Group 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 Fortress Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 37k 102.74
2023-09-30 $6.5M 73k 88.97
2023-06-30 $7.1M 71k 99.68
2023-03-31 $6.2M 69k 89.96

More positions owned by Fortress Wealth Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 20+ Year Tr Bd (TLTW)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Fortress Wealth Group

Top funds holding First Trust Mid Cap Core Alpha Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Kestra Advisory Services
UBS Group
Royal Bank of Canada
Kaydan Wealth Management
Raymond James & Associates
Baird Financial
Advisor Group Holdings
HighTower Advisors
Stifel Financial
Bank of America Corporation
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company
National Asset Management

View all funds holding First Trust Mid Cap Core Alpha Fnd