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First Trust Cnsmer Disry Alpha Fnd shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors 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 Sequoia Financial 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $552k 8.1k 68.37
2025-09-30 $551k 8.1k 68.22
2025-06-30 $512k 8.1k 63.44
2025-03-31 $467k 8.1k 57.89

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Top funds holding First Trust Cnsmer Disry Alpha Fnd

Wells Fargo & Company
Raymond James Financial
LPL Financial
Virtue Capital Management
Stifel Financial
Janney Montgomery Scott
IronBridge Private Wealth
Jpmorgan Chase & Co
Royal Bank of Canada
Susquehanna International
UBS Group
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Branch Banking & Trust Company
Paragon Private Wealth Management

View all funds holding First Trust Cnsmer Disry Alpha Fnd