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First Trust Large Cap GO Alpha Fnd shares owned by GeoWealth Management

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

Historical chart of GeoWealth Management 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 GeoWealth Management 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.3M 76k 96.76
2022-03-31 $17M 155k 106.70
2021-09-30 $7.5M 68k 111.09

More positions owned by GeoWealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Invesco Actively Managed Etf Total Return (GTO)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Exchange Listed Fds Tr Cabana Target 13
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Exchange Listed Fds Tr Cabana Target 16
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)

View all positions for GeoWealth Management

Top funds holding First Trust Large Cap GO Alpha Fnd

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

View all funds holding First Trust Large Cap GO Alpha Fnd