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First Trust Mid Cap Core Alpha Fnd shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in First Trust Mid Cap Core Alpha Fnd

20162017201820192020202120222023202400.5M1M1.5M05k10k15k20k25k
Value ($)Share countHistorical FNX position of IFP Advisors Source: stockzoa.comValue ($)Share count

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All positions including First Trust Mid Cap Core Alpha Fnd held by IFP 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 IFP Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $104k 898 115.72
2024-09-30 $183k 1.6k 117.15
2024-06-30 $98k 904 108.53
2024-03-31 $104k 920 113.37
2023-12-31 $179k 1.7k 104.45
2023-09-30 $192k 2.1k 92.12
2023-06-30 $590k 8.6k 68.74
2023-03-31 $580k 8.4k 68.74
2022-12-31 $1.4M 19k 72.98
2022-09-30 $1.8M 25k 71.50
2022-06-30 $493k 7.1k 69.11
2022-03-31 $1.1M 16k 68.87
2021-12-31 $1.6M 16k 103.05
2021-09-30 $1.5M 15k 97.66
2021-06-30 $1.1M 11k 100.39
2021-03-31 $127k 1.4k 91.76
2020-12-31 $111k 1.3k 82.34
2020-09-30 $91k 1.4k 66.09
2020-06-30 $86k 1.4k 61.74
2020-03-31 $69k 1.4k 49.53
2019-12-31 $208k 2.9k 72.27
2019-09-30 $521k 7.7k 67.56
2019-03-31 $153k 2.3k 67.64
2018-12-31 $911k 16k 57.15
2018-09-30 $942k 13k 71.66
2018-06-30 $1.0M 15k 68.44
2018-03-31 $854k 13k 65.74
2017-12-31 $854k 13k 65.74
2017-09-30 $801k 13k 61.87
2017-06-30 $655k 11k 59.16
2017-03-31 $334k 5.7k 58.47
2016-12-31 $322k 5.7k 56.47
2016-09-30 $303k 5.7k 52.81
2016-06-30 $310k 6.1k 50.57
2016-03-31 $153k 2.3k 67.64
2015-12-31 $341k 7.1k 48.09

More positions owned by IFP Advisors

Apple cs (AAPL)
Spdr S&p 500 Etf Tr cs (SPY)
Invesco Qqq Tr cs (QQQ)
Vanguard Index Fds cs (VUG)
Nvidia Corporation cs (NVDA)
Microsoft Corp cs (MSFT)
Spdr Ser Tr cs (SPLG)
Amazon cs (AMZN)
Wisdomtree Tr mc (DGRW)
First Tr Exchng Traded Fd Vi mc (UCON)
Ishares Tr cs (OEF)
Spdr Index Shs Fds cs (SPDW)
Ishares Tr cs (IVV)
Alphabet cs (GOOGL)
Ishares Gold Tr mc (IAU)

View all positions for IFP 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
National Bank Of Canada /fi/
Kestra Advisory Services
Cetera Investment Advisers
Baird Financial
Advisor Group Holdings
Bank of America Corporation
HighTower Advisors
Three Cord True Wealth Management
Stifel Financial

View all funds holding First Trust Mid Cap Core Alpha Fnd