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First Trust Mid Cap Core Alpha Fnd shares owned by Anchor Investment Management

Quarter-by-quarter ownership of First Trust Mid Cap Core Alpha Fnd (FNX) shares owned by Anchor Investment Management from 13F filings

Historical chart of Anchor Investment Management investment in First Trust Mid Cap Core Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mid Cap Core Alpha Fnd held by Anchor Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mid Cap Core Alpha Fnd by Anchor Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 273 113.37
2023-12-31 $29k 273 104.45
2023-09-30 $25k 273 92.10
2023-06-30 $26k 273 96.32
2023-03-31 $25k 273 89.96
2022-12-31 $24k 273 87.83
2022-09-30 $22k 273 80.27
2022-06-30 $23k 273 83.66
2022-03-31 $27k 273 98.12
2021-12-31 $28k 273 102.84
2021-09-30 $27k 273 97.68
2021-06-30 $27k 273 100.10
2021-03-31 $26k 273 93.82
2020-12-31 $23k 273 83.04
2020-09-30 $18k 273 65.96
2020-06-30 $17k 273 62.48
2020-03-31 $13k 273 48.22
2019-12-31 $20k 273 72.49
2019-09-30 $18k 273 67.54
2019-06-30 $19k 273 68.80
2019-03-31 $18k 273 67.04
2018-12-31 $16k 273 57.82
2018-09-30 $20k 273 71.62
2018-06-30 $19k 273 68.45
2018-03-31 $18k 273 65.40
2017-12-31 $18k 273 65.72
2017-09-30 $17k 273 61.87
2017-06-30 $16k 273 59.19
2017-03-31 $16k 273 58.45
2016-12-31 $15k 273 56.39
2016-09-30 $14k 273 52.83
2016-06-30 $14k 273 50.52
2016-03-31 $14k 273 49.63

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Johnson & Johnson Stock (JNJ)
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First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)
Exxon Mobil Corp Stock (XOM)

View all positions for Anchor Investment Management

Top funds holding First Trust Mid Cap Core Alpha Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial Services Advisors
Kestra Advisory Services
UBS Group
Royal Bank of Canada
Kaydan Wealth Management
Raymond James & Associates
Baird Financial
Advisor Group Holdings
Cetera Investment Advisers
HighTower Advisors
Bank of America Corporation
Stifel Financial

View all funds holding First Trust Mid Cap Core Alpha Fnd