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

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

Historical chart of SHP 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 SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $36k 530 68.37

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

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