Topsail Wealth Management »

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

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

Historical chart of Topsail 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 Topsail Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Cnsmer Disry Alpha Fnd by Topsail Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $158k 2.3k 68.22
2025-06-30 $146k 2.3k 63.44
2025-03-31 $218k 3.8k 57.89

More positions owned by Topsail Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Cincinnati Financial Corporation (CINF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Topsail Wealth Management

Top funds holding First Trust Cnsmer Disry Alpha Fnd

Morgan Stanley
Wells Fargo & Company
Raymond James Financial
LPL Financial
Stifel Financial
Janney Montgomery Scott
IronBridge Private Wealth
Goldman Sachs Group
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Bnp Paribas Arbitrage, Snc
Branch Banking & Trust Company
Advisor Group Holdings
Ameriprise Financial

View all funds holding First Trust Cnsmer Disry Alpha Fnd