Western Wealth Management »

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

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

Historical chart of Western Wealth 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 Western Wealth 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 37k 125.40
2025-06-30 $4.2M 37k 114.85
2025-03-31 $3.8M 35k 108.98
2024-12-31 $4.0M 34k 115.72
2024-09-30 $2.6M 22k 117.15
2024-06-30 $2.0M 19k 108.52
2024-03-31 $2.0M 18k 113.37
2023-12-31 $2.3M 22k 104.45
2023-09-30 $1.9M 21k 92.10
2023-06-30 $2.0M 21k 96.32
2023-03-31 $1.8M 21k 89.96
2022-12-31 $1.6M 19k 87.83
2022-09-30 $2.2M 26k 83.47
2022-06-30 $2.0M 24k 84.42
2022-03-31 $2.3M 24k 98.15
2021-12-31 $623k 6.0k 103.37
2021-06-30 $1.6M 16k 100.87
2021-03-31 $492k 5.2k 93.80
2020-12-31 $431k 5.2k 83.12
2020-09-30 $330k 5.0k 65.88
2020-06-30 $297k 4.8k 62.47
2020-03-31 $226k 4.7k 48.54
2019-12-31 $331k 4.6k 72.41