Brian McDonald »

First Trust Cnsmer Disry Alpha Fnd shares owned by Brian McDonald

Quarter-by-quarter ownership of First Trust Cnsmer Disry Alpha Fnd (FXD) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in First Trust Cnsmer Disry Alpha Fnd

Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025200k300k400k3000400050006000
Value ($)Share countHistorical FXD position of Brian McDonald Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsmer Disry Alpha Fnd held by Brian McDonald 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 Cnsmer Disry Alpha Fnd by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-12-31 $173k 2.7k 64.63
2024-09-30 $191k 3.0k 63.29
2024-06-30 $379k 6.3k 59.91
2024-03-31 $423k 6.6k 64.54
2023-09-30 $170k 3.3k 51.01

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Brian McDonald

Top funds holding First Trust Cnsmer Disry Alpha Fnd

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
LPL Financial
Goss Wealth Management
Bank of America Corporation
Nilsine Partners
Advisory Services Network
Benjamin Edwards
Branch Banking & Trust Company
Ameriprise Financial
UBS Group
Stifel Financial
WCG Wealth Advisors

View all funds holding First Trust Cnsmer Disry Alpha Fnd