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First Trust Large Cap GO Alpha Fnd shares owned by CX Institutional

Quarter-by-quarter ownership of First Trust Large Cap GO Alpha Fnd (FTC) shares owned by CX Institutional from 13F filings

Historical chart of CX Institutional investment in First Trust Large Cap GO Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap GO Alpha Fnd held by CX Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap GO Alpha Fnd by CX Institutional

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 49k 123.28
2023-12-31 $3.6M 33k 109.56
2023-09-30 $7.2M 74k 96.76
2023-06-30 $3.6M 36k 101.29
2023-03-31 $3.3M 36k 93.84
2022-12-31 $4.9M 54k 91.42
2022-09-30 $8.1M 95k 85.55
2022-06-30 $6.9M 78k 88.13

More positions owned by CX Institutional

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI World Index Msci World Etf (URTH)
SPDR Portfolio Intmdt Term Trs ETF Portfli Intrmdit (SPTI)
Schwab US Large Cap Value ETF Us Lcap Va Etf (SCHV)
iShares Barclays 20 Yr Treasury Bond 20 Yr Tr Bd Etf (TLT)
Janus Henderson AAA Hendrson Aaa Cl (JAAA)
SPDR Portfolio Corporate Bond ETF Portfolio Crport (SPBO)
Vanguard Mid-Cap Mid Cap Etf (VO)
Vanguard Mega Cap Growth Mega Grwth Ind (MGK)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
iShares S&P 500 Value ETF S&p 500 Val Etf (IVE)
VanEck Lehman AMT-Free Int Muni Intrmdt Muni Etf (ITM)
Vanguard Small-Cap Small Cp Etf (VB)
SPDR Portfolio Mortgage Backed Bond ETF Port Mtg Bk Etf (SPMB)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)

View all positions for CX Institutional

Top funds holding First Trust Large Cap GO Alpha Fnd

Global Assets Advisory
Janney Montgomery Scott
Wells Fargo & Company
Raymond James Financial Services Advisors
UBS Group
Kingsview Wealth Management
Bank of America Corporation
Baird Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Raymond James & Associates
U.S. Capital Wealth Advisors
Royal Bank of Canada
H D Vest Advisory Services
Commonwealth Equity Services

View all funds holding First Trust Large Cap GO Alpha Fnd