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First Trust Mid Cap Core Alpha Fnd shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group 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 Sage Private Wealth Group 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 Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $10k 127 78.74
2022-06-30 $11k 127 86.61
2022-03-31 $12k 126 95.24
2021-12-31 $13k 126 103.17
2021-09-30 $12k 126 95.24
2021-06-30 $13k 126 103.17
2021-03-31 $12k 125 96.00
2020-12-31 $10k 125 80.00

More positions owned by Sage Private Wealth Group

Ishares Tr Rus 1000 Etf (IWB)
Pacer Fds Tr Pacer Us Small (CALF)
Invesco Db Commdy Indx Trck Unit (DBC)
Vanguard World Extended Dur (EDV)
Cme (CME)
Intercontinental Exchange (ICE)
Coinbase Global Com Cl A (COIN)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Coca-Cola Company (KO)
Altria (MO)
JPMorgan Chase & Co. (JPM)
Starbucks Corporation (SBUX)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

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