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First Trust Mid Cap Core Alpha Fnd shares owned by XML Financial

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

Historical chart of XML Financial investment in First Trust Mid Cap Core Alpha Fnd

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All positions including First Trust Mid Cap Core Alpha Fnd held by XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $292k 2.0k 146.35
2019-12-31 $257k 3.5k 72.44

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
PIMCO Corporate Opportunity Fund (PTY)
Spdr Series Trust St Str Conv Etf (CWB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for XML Financial

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