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First Trust Mid Cap Core Alpha Fnd shares owned by RM Financial Services

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

Historical chart of RM Financial 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 RM Financial 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 RM Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $257k 2.0k 128.24

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Capital Group Dividend Growe Shs Etf (CGDG)
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Capital Group Conservative E SHS (CGCV)
Ishares Silver Tr Ishares (SLV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Vanguard Index Fds Total Stk Mkt (VTI)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
ConocoPhillips (COP)
Vanguard Whitehall Fds High Div Yld (VYM)
Applied Materials (AMAT)

View all positions for RM Financial Services

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