Private Wealth Asset Management »

First Trust Mid Cap Core Alpha Fnd shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset 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 Private Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Mid Cap Core Alpha Fnd by Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $110k 854 128.24
2025-12-31 $108k 854 125.98
2025-09-30 $107k 854 125.41
2025-06-30 $98k 854 114.85

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ssga Active Trust State Street Multi-asset Real Return Etf State Street Mul (RLY)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Cohen &steers Etf Trust Real Estate Active Etf Real Estate Acti (CSRE)

View all positions for Private Wealth Asset 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
Bank of America Corporation
Cetera Investment Advisers
Baird Financial
Three Cord True Wealth Management
HighTower Advisors
Stifel Financial
Per Stirling Capital Management
Northwestern Mutual Wealth Management Company
Kestra Advisory Services

View all funds holding First Trust Mid Cap Core Alpha Fnd