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First Trust Mid Cap Core Alpha Fnd shares owned by Priebe Wealth Holdings

Quarter-by-quarter ownership of First Trust Mid Cap Core Alpha Fnd (FNX) shares owned by Priebe Wealth Holdings from 13F filings

Historical chart of Priebe Wealth Holdings 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 Priebe Wealth Holdings 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 Priebe Wealth Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 26k 113.37
2023-12-31 $2.7M 25k 104.45

More positions owned by Priebe Wealth Holdings

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ark Etf Tr Next Gnrtn Inter (ARKW)
Blackrock Etf Trust Ii Flexible Income (BINC)
Adams Express Company (ADX)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Priebe Wealth Holdings

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