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First Trust Cnsmer Disry Alpha Fnd shares owned by Summit Financial

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

Historical chart of Summit Financial investment in First Trust Cnsmer Disry Alpha Fnd

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All positions including First Trust Cnsmer Disry Alpha Fnd held by Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $837k 12k 68.37
2025-09-30 $903k 13k 68.22

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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