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First Trust Large Cap GO Alpha Fnd shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of First Trust Large Cap GO Alpha Fnd (FTC) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in First Trust Large Cap GO Alpha Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap GO Alpha Fnd held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap GO Alpha Fnd by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 8.9k 123.28
2023-12-31 $902k 8.2k 109.51
2023-09-30 $712k 7.4k 96.79
2023-06-30 $932k 9.2k 101.25
2023-03-31 $663k 7.1k 93.07

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

Top funds holding First Trust Large Cap GO Alpha Fnd

LPL Financial
Morgan Stanley
Global Assets Advisory
Janney Montgomery Scott
Wells Fargo & Company
UBS Group
First Trust Advisors
Commonwealth Equity Services
Kingsview Wealth Management
Envestnet Asset Management
Bank of America Corporation
Raymond James Financial Services Advisors
Baird Financial
Cambridge Investment Research Advisors
Royal Bank of Canada

View all funds holding First Trust Large Cap GO Alpha Fnd