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First Trust Mid Cap Core Alpha Fnd shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $219k 2.1k 104.45
2023-06-30 $202k 2.1k 96.32

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

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