Finance charts

Primary Equity Trusts

FPRCGX
40/60 Strategic Allocation Portfolio, 4th Quarter 2020
First Trust Portfolios
Multi-Asset Allocation
10/13/20
1/18/22
SFAAKX
60/40 Asset Allocation Portfolio, Series 2020-3Q
Advisors Asset Management
Multi-Asset Allocation
7/24/20
10/27/21
STSFCX
60/40 Quality Allocation Trust, Series 3
Hennion & Walsh
Multi-Asset Allocation
7/16/20
7/15/22
FUCZQX
60/40 Strategic Allocation Portfolio, 4th Quarter 2020
First Trust Portfolios
Multi-Asset Allocation
10/13/20
1/18/22
FTTINX
75/25 Strategic Allocation Portfolio, 4th Quarter 2020
First Trust Portfolios
Multi-Asset Allocation
10/13/20
1/18/22
KSEAHX
Aegon Sustainable Equity Portfolio, Series 2020-3Q
Advisors Asset Management
Global Equity
9/11/20
12/13/21
ASDAUX
Aerospace/Defense Opportunities Portfolio, Series 2020-3
Advisors Asset Management
Domestic Equity
8/11/20
8/11/22
FFZOWX
Aerospace & Defense Portfolio, Series 29
First Trust Portfolios
Domestic Equity
6/1/20
6/1/22
AGRBPX
Agri-Business Opportunities Portfolio, Series 2020-2
Advisors Asset Management
Domestic Equity
7/14/20
7/7/22
FSZWDX
AI, Robotics & Technology Opportunity Portfolio, Series 13
First Trust Portfolios
Domestic Equity
9/2/20
12/2/21
IACCUX
All Cap Core Strategy, 2020-4
Invesco Capital Markets
Domestic Equity
10/15/20
1/14/22
FEDFFX
Alternative Income Portfolio, Series 37
First Trust Portfolios
Multi-Asset Allocation
6/3/20
6/3/22
FQANDX
American Agenda Portfolio, Series 14
First Trust Portfolios
Domestic Equity
7/24/20
7/25/22
IAIGBX
American Infrastructure Growth Portfolio, 2020-4
Invesco Capital Markets
Domestic Equity
10/20/20
10/25/22
IGAAPX
American Innovation Leaders Portfolio, CDA 2020-3
Invesco Capital Markets
Domestic Equity
9/14/20
12/13/21
IGAALX
American Innovation Leaders Portfolio, 2020-3
Invesco Capital Markets
Domestic Equity
9/14/20
12/13/21
FRDSSX
American Recovery Portfolio, Series 3
First Trust Portfolios
Domestic Equity
10/14/20
10/14/22
AMRNWX
American Renaissance Portfolio - A CJL LLC Portfolio, Series 2020-2
Advisors Asset Management
Domestic Equity
6/10/20
6/8/22
ANGAGX
Angels Portfolio, Series 2020-4Q
Advisors Asset Management
Domestic Equity
10/14/20
1/12/22
SMARZX
Argus Dividend Growers Total Return Trust, Series 26
Hennion & Walsh
Domestic Equity
10/6/20
1/11/22
smmigx
Argus Modern Innovators Trust, Series 7
Hennion & Walsh
Domestic Equity
8/4/20
8/5/22
FEWXVX
Automated Quantitative Analysis (AQA®) Portfolio, Series 21
First Trust Portfolios
Domestic Equity
9/15/20
9/15/22
BGIGWX
Bahl & Gaynor Income Growth Portfolio, Series 2020-3Q
Advisors Asset Management
Domestic Equity
8/14/20
11/17/21
LCGACX
Bahl & Gaynor Large Cap Quality Growth Portfolio, Series 2020-3Q
Advisors Asset Management
Domestic Equity
9/25/20
12/20/21
SMGARX
Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio, Series 2020-3Q
Advisors Asset Management
Domestic Equity
9/11/20
12/13/21