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

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

Historical chart of LVZ 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 LVZ 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 16k 113.37
2023-12-31 $4.2M 40k 104.45
2023-09-30 $4.1M 45k 92.10
2023-06-30 $4.3M 45k 96.32
2023-03-31 $3.7M 42k 89.96
2022-12-31 $3.8M 43k 87.83
2022-09-30 $3.2M 40k 80.26
2022-06-30 $3.2M 38k 83.65
2022-03-31 $3.6M 37k 98.12
2021-12-31 $3.8M 37k 102.84
2021-09-30 $3.3M 34k 97.67
2021-06-30 $3.5M 35k 100.11
2021-03-31 $3.2M 34k 93.82
2020-12-31 $3.1M 37k 83.04
2020-09-30 $2.6M 39k 65.96
2020-06-30 $2.3M 37k 62.47
2020-03-31 $1.3M 28k 48.24
2019-12-31 $2.5M 34k 72.50
2019-09-30 $2.2M 33k 67.54
2019-06-30 $1.9M 28k 68.79
2019-03-31 $1.3M 20k 67.05
2018-12-31 $236k 4.1k 57.93
2018-09-30 $274k 4.1k 67.57
2018-06-30 $326k 4.8k 68.55
2018-03-31 $309k 4.7k 65.31
2017-12-31 $315k 4.8k 65.64
2017-09-30 $295k 4.8k 61.92
2017-06-30 $358k 6.1k 59.11
2017-03-31 $352k 6.0k 58.45
2016-09-30 $211k 4.0k 52.74
2016-06-30 $202k 4.0k 50.49

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

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