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First Trust Mid Cap Core Alpha Fnd shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment Management 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 Marshall Investment Management 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 1.7k 125.36
2025-03-31 $825k 7.6k 108.98

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Mid (FMDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Marshall Investment Management

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
Cetera Investment Advisers
Baird Financial
HighTower Advisors
Three Cord True Wealth Management
Advisor Group Holdings
Stifel Financial
Kestra Advisory Services
Lakeridge Wealth Management
Northwestern Mutual Wealth Management Company

View all funds holding First Trust Mid Cap Core Alpha Fnd