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First Trust Mid Cap Core Alpha Fnd shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth 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 Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $995k 7.9k 125.41
2025-06-30 $948k 8.3k 114.85
2025-03-31 $1.1M 10k 108.98

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View all positions for Potentia Wealth

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