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First Trust Cnsmer Disry Alpha Fnd shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in First Trust Cnsmer Disry Alpha Fnd

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All positions including First Trust Cnsmer Disry Alpha Fnd held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cnsmer Disry Alpha Fnd by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $872k 14k 63.29
2024-06-30 $1.3M 21k 59.91
2023-06-30 $230k 4.2k 55.21
2023-03-31 $216k 4.2k 51.93
2022-12-31 $201k 4.2k 48.17
2022-03-31 $224k 4.1k 54.54
2021-12-31 $255k 4.1k 62.09

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View all positions for MAI Wealth Advisors

Top funds holding First Trust Cnsmer Disry Alpha Fnd

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial Services Advisors
CFG Asset Management
Bank of America Corporation
O'Dell Group
International Assets Investment Management
Goss Wealth Management
LPL Financial
Nilsine Partners
Raymond James & Associates
Advisory Services Network
Goldman Sachs Group
Janney Montgomery Scott

View all funds holding First Trust Cnsmer Disry Alpha Fnd