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First Trust Cnsumer Stapl Alpha shares owned by UMA Financial Services

Quarter-by-quarter ownership of First Trust Cnsumer Stapl Alpha (FXG) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in First Trust Cnsumer Stapl Alpha

Tip: Access up to 7 years of quarterly data

All positions including First Trust Cnsumer Stapl Alpha held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Cnsumer Stapl Alpha by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 241 62.67
2025-06-30 $15k 241 63.28
2025-03-31 $16k 241 65.34
2024-12-31 $15k 241 64.06

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding First Trust Cnsumer Stapl Alpha

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Vestmark Advisory Solutions
Independent Advisor Alliance
Commonwealth Equity Services
Royal Bank of Canada
Milestones Private Investment Advisors
Stifel Financial
Cambridge Investment Research Advisors
Gts Securities
UBS Group
Janney Montgomery Scott
Green Harvest Asset Management

View all funds holding First Trust Cnsumer Stapl Alpha