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First Trust Cnsmer Disry Alpha Fnd shares owned by TruWealth Advisors

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

Historical chart of TruWealth 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 TruWealth 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $207k 3.3k 63.29
2024-03-31 $211k 3.3k 64.54
2021-12-31 $203k 3.3k 62.17

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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