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First Trust Large Cap Core Alp Fnd shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of First Trust Large Cap Core Alp Fnd (FEX) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.1k 99.24
2022-12-31 $340k 4.2k 80.07
2022-09-30 $307k 4.2k 72.34
2022-06-30 $323k 4.2k 76.11
2022-03-31 $375k 4.2k 88.36
2021-12-31 $392k 4.2k 92.37
2021-09-30 $253k 3.0k 85.21
2021-06-30 $255k 3.0k 85.89
2021-03-31 $238k 3.0k 80.16
2020-12-31 $207k 2.8k 73.43
2019-12-31 $210k 3.2k 65.36
2019-09-30 $203k 3.3k 61.00
2019-06-30 $204k 3.3k 61.30
2018-12-31 $230k 4.4k 52.20
2018-09-30 $295k 4.7k 62.51
2018-06-30 $295k 5.0k 59.37
2018-03-31 $299k 5.1k 58.39
2017-12-31 $303k 5.2k 58.61
2017-09-30 $581k 11k 54.87
2017-06-30 $802k 15k 53.14
2017-03-31 $706k 14k 51.65
2016-12-31 $385k 7.9k 48.76
2016-09-30 $392k 8.4k 46.75
2016-06-30 $474k 11k 44.98
2016-03-31 $514k 12k 44.65
2015-12-31 $395k 9.1k 43.25
2015-09-30 $547k 13k 41.83
2015-03-31 $223k 4.8k 46.60
2014-12-31 $376k 8.3k 45.57

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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