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First Trust Large Cap Core Alp Fnd shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in First Trust Large Cap Core Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Core Alp Fnd held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Core Alp Fnd by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 13k 99.24
2023-12-31 $993k 11k 90.16
2023-09-30 $906k 11k 81.10
2023-06-30 $956k 11k 84.01
2023-03-31 $907k 11k 80.50
2022-12-31 $857k 11k 80.07
2022-09-30 $779k 11k 72.26
2022-06-30 $835k 11k 76.08
2022-03-31 $968k 11k 88.23
2021-12-31 $1.0M 11k 92.37
2021-09-30 $935k 11k 85.34
2021-03-31 $880k 11k 80.08
2020-09-30 $794k 13k 63.19
2020-06-30 $721k 12k 59.51
2020-03-31 $315k 6.6k 47.58
2019-12-31 $444k 6.8k 65.09
2019-09-30 $436k 7.2k 60.80
2019-06-30 $454k 7.4k 61.18
2019-03-31 $495k 8.3k 59.49
2018-12-31 $448k 8.6k 52.03
2018-09-30 $466k 7.5k 62.40
2018-06-30 $453k 7.6k 59.31
2018-03-31 $610k 10k 58.38
2017-12-31 $640k 11k 58.52
2017-09-30 $449k 8.2k 54.85
2017-06-30 $90k 1.7k 53.10
2017-03-31 $140k 2.7k 51.26
2016-12-31 $60k 1.3k 48.00

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding First Trust Large Cap Core Alp Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Janney Montgomery Scott
UBS Group
Bank of America Corporation
Commonwealth Equity Services
Advisor Group Holdings
Raymond James Financial Services Advisors
HBK Sorce Advisory
Branch Banking & Trust Company
Raymond James & Associates
Royal Bank of Canada
Wealthsource Partners
Silver Oak Securities

View all funds holding First Trust Large Cap Core Alp Fnd