Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Proactive Wealth Strategies »

First Trust Mid Cap Core Alpha Fnd shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in First Trust Mid Cap Core Alpha Fnd by Proactive Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.5M	12k	125.40
2025-06-30	$1.4M	12k	114.84
2025-03-31	$1.3M	12k	108.95
2024-12-31	$1.5M	13k	115.73
2024-09-30	$1.5M	13k	117.15

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)

NVIDIA Corporation (NVDA)

RBB Us Treas 3 Mnth (TBIL)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

Palo Alto Networks (PANW)

Apple (AAPL)

First Tr Exchange-traded SHS (FVD)

Microsoft Corporation (MSFT)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

First Tr Exchange Traded Indls Prod Dur (FXR)

Sprott Asset Management Physical Silver (PSLV)

First Tr Exchange-traded First Tr Enh New (FTSM)

Sprott Asset Management Physical Gold Tr (PHYS)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Alphabet Cap Stk Cl A (GOOGL)

View all positions for Proactive Wealth Strategies

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z