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First Trust Cnsmer Disry Alpha Fnd shares owned by Mascoma Wealth Management

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

Historical chart of Mascoma Wealth Management investment in First Trust Cnsmer Disry Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsmer Disry Alpha Fnd held by Mascoma Wealth Management 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 Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11k 177 63.29
2024-06-30 $11k 177 59.91
2024-03-31 $11k 177 64.54
2023-12-31 $10k 177 58.98
2023-09-30 $9.0k 177 51.01
2023-06-30 $9.9k 177 55.98
2023-03-31 $9.2k 177 52.23
2022-12-31 $8.0k 177 45.20
2022-09-30 $8.0k 177 45.20
2022-06-30 $8.0k 177 45.20
2022-03-31 $10k 177 56.50
2021-12-31 $11k 177 62.15
2021-09-30 $10k 177 56.50
2021-03-31 $10k 177 56.50
2019-06-30 $8.0k 177 45.20
2019-03-31 $7.0k 177 39.55
2018-12-31 $7.0k 177 39.55
2018-09-30 $8.0k 177 45.20
2018-06-30 $8.0k 177 45.20
2018-03-31 $7.0k 177 39.55
2017-12-31 $8.0k 177 45.20
2017-09-30 $7.0k 177 39.55
2017-06-30 $7.0k 177 39.55
2017-03-31 $7.0k 177 39.55

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

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