Who owns First Trust Large Cap Value Opp Fnd?
- Ticker: FTA
- CUSIP Number: 33735J101
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Large Cap Value Opp Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold First Trust Large Cap Value Opp Fnd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
UBS Group | 1.0M | $74M | 5% | Dec 2023 |
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Advisor Group Holdings | 365k | $26M | -22% | Dec 2023 |
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Bank of America Corporation | 354k | $25M | -7% | Dec 2023 |
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Raymond James Financial Services Advisors | 300k | $23M | 19% | Mar 2024 |
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Wells Fargo & Company | 289k | $20M | -17% | Dec 2023 |
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Kaydan Wealth Management | 287k | $22M | 100% | Mar 2024 |
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Royal Bank of Canada | 268k | $19M | -9% | Dec 2023 |
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Kingsview Wealth Management | 254k | $18M | 39% | Dec 2023 |
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Private Advisor | 226k | $16M | 0% | Dec 2023 |
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Raymond James & Associates | 205k | $16M | -1% | Mar 2024 |
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Midwest Heritage Bank | 201k | $15M | -16% | Mar 2024 |
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Cambridge Investment Research Advisors | 197k | $15M | 26% | Mar 2024 |
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Commonwealth Equity Services | 154k | $11M | 12% | Dec 2023 |
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H D Vest Advisory Services | 138k | $9.8M | -6% | Dec 2023 |
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Holistic Financial Partners | 126k | $8.9M | -5% | Dec 2023 |
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Vestmark Advisory Solutions | 118k | $8.4M | 2% | Dec 2023 |
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Branch Banking & Trust Company | 106k | $7.5M | -45% | Dec 2023 |
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AE Wealth Management | 103k | $7.2M | 2% | Dec 2023 |
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Snowden Capital Advisors | 101k | $7.2M | -19% | Dec 2023 |
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Coppell Advisory Solutions | 100k | $7.1M | 114% | Dec 2023 |
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Janney Montgomery Scott | 85k | $6.0M | 3% | Dec 2023 |
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Cottonwood Capital Advisors | 81k | $5.7M | -5% | Dec 2023 |
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Bank of New York Mellon | 80k | $5.7M | -1% | Dec 2023 |
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Assetmark | 68k | $4.8M | 44% | Dec 2023 |
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Arkadios Wealth Advisors | 67k | $4.8M | 2% | Dec 2023 |
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Goldman Sachs Group | 64k | $4.6M | 81% | Dec 2023 |
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Kestra Private Wealth Services | 63k | $4.5M | -7% | Dec 2023 |
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Fsb Premier Wealth Management | 57k | $4.0M | -3% | Dec 2023 |
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Secure Asset Management | 56k | $4.0M | -3% | Dec 2023 |
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Atria Wealth Solutions | 53k | $3.8M | 0% | Dec 2023 |
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Kowal Investment Group | 51k | $3.9M | -3% | Mar 2024 |
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Iams Wealth Management | 49k | $3.5M | 5% | Mar 2024 |
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IFP Advisors | 48k | $3.4M | -15% | Dec 2023 |
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Stifel Financial | 48k | $3.4M | -5% | Dec 2023 |
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Intl Fcstone | 44k | $3.1M | -6% | Dec 2023 |
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U.S. Capital Wealth Advisors | 44k | $3.1M | 0% | Dec 2023 |
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D.A. Davidson & Co. | 38k | $2.7M | -7% | Dec 2023 |
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Stratos Wealth Partners | 38k | $2.9M | 34% | Mar 2024 |
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Benjamin F. Edwards & Company | 38k | $2.7M | 3% | Dec 2023 |
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Envestnet Portfolio Solutions | 38k | $2.7M | 100% | Dec 2023 |
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LVZ Advisors | 37k | $2.8M | 3% | Mar 2024 |
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SignalPoint Asset Management | 34k | $2.6M | -21% | Mar 2024 |
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Atria Investments | 31k | $2.2M | 13% | Dec 2023 |
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Steward Partners Investment Advisory | 31k | $2.2M | 4% | Dec 2023 |
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NewEdge Wealth | 27k | $1.9M | -20% | Dec 2023 |
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Jpmorgan Chase & Co | 26k | $1.8M | -3% | Dec 2023 |
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Park Avenue Securities | 26k | $1.9M | 1% | Mar 2024 |
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Prospera Financial Services | 25k | $1.8M | 5% | Dec 2023 |
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William Blair $ Company | 24k | $1.7M | -1% | Dec 2023 |
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Triton Wealth Management, P | 24k | $1.8M | -1% | Mar 2024 |
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Orion Portfolio Solutions | 24k | $1.7M | 7% | Dec 2023 |
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Nbc Securities | 23k | $1.8M | -26% | Mar 2024 |
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OneAscent Financial Services | 23k | $1.8M | 13% | Mar 2024 |
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Trueblood Wealth Management | 22k | $1.6M | 100% | Dec 2023 |
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Kestra Advisory Services | 22k | $1.6M | 1% | Dec 2023 |
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Blackhawk Capital Partners | 22k | $1.6M | -28% | Dec 2023 |
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Harbour Investments | 21k | $1.5M | -15% | Dec 2023 |
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HighTower Advisors | 20k | $1.4M | -34% | Dec 2023 |
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Chicago Partners Investment | 19k | $1.4M | -10% | Mar 2024 |
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Western Wealth Management | 19k | $1.4M | 4% | Dec 2023 |
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Silver Oak Securities | 19k | $1.3M | 3% | Dec 2023 |
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Rockefeller Capital Management | 16k | $1.1M | 100% | Dec 2023 |
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IFG Advisory | 16k | $1.1M | -14% | Dec 2023 |
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Citadel Advisors | 16k | $1.1M | -59% | Dec 2023 |
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Baird Financial | 14k | $1.0M | -75% | Dec 2023 |
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Keystone Wealth Services | 13k | $1.0M | -2% | Mar 2024 |
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Eukles Asset Management | 13k | $934k | -46% | Dec 2023 |
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Pnc Financial Services | 13k | $906k | -74% | Dec 2023 |
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Etfidea | 13k | $891k | 0% | Dec 2023 |
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PFG Advisors | 12k | $871k | -3% | Dec 2023 |
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Great Valley Advisor Group | 12k | $864k | 2% | Dec 2023 |
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Global Retirement Partners | 12k | $898k | -3% | Mar 2024 |
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Flow Traders US | 12k | $824k | 136% | Dec 2023 |
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Patriot Financial Group Insurance Agency | 10k | $735k | 100% | Dec 2023 |
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Mariner Wealth Advisors | 10k | $718k | 68% | Dec 2023 |
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Pinnacle Family Advisors | 10k | $706k | -27% | Dec 2023 |
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Concurrent Investment Advisors | 9.6k | $681k | 100% | Dec 2023 |
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Sigma Planning | 9.6k | $679k | -61% | Dec 2023 |
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Hanson McClain Advisors | 9.5k | $722k | 15% | Mar 2024 |
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Gladstone Institutional Advisory | 9.4k | $669k | -25% | Dec 2023 |
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ABLE Financial Group | 8.9k | $633k | -5% | Dec 2023 |
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National Asset Management | 8.6k | $607k | -35% | Dec 2023 |
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Pine Valley Investments Ltd Liability | 8.5k | $602k | 8% | Dec 2023 |
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Private Portfolio Partners | 8.3k | $585k | 3% | Dec 2023 |
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American Institute for Advanced Investment Management | 8.2k | $624k | -9% | Mar 2024 |
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Tidemark | 8.1k | $577k | 100% | Dec 2023 |
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Bsc Private Wealth Management | 7.9k | $559k | -11% | Dec 2023 |
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Proequities | 7.9k | $556M | 5% | Dec 2023 |
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Meitav Dash Investments | 7.6k | $535k | -67% | Dec 2023 |
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Strategic Blueprint | 7.3k | $559k | -6% | Mar 2024 |
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Mutual Advisors | 7.1k | $506k | -1% | Dec 2023 |
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RFG Advisory | 6.8k | $519k | -3% | Mar 2024 |
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Financial Advocates Investment Management | 6.4k | $456k | -9% | Dec 2023 |
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PCA Investment Advisory Services | 6.4k | $453k | 0% | Dec 2023 |
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Cedar Brook Financial Partners | 6.1k | $467k | 0% | Mar 2024 |
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MTM Investment Management | 5.9k | $447k | -7% | Mar 2024 |
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Independent Wealth Network | 5.7k | $439k | -2% | Mar 2024 |
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Moloney Securities Asset Management | 5.7k | $402k | -7% | Dec 2023 |
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Dfpg Investments | 5.7k | $400k | 0% | Dec 2023 |
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MGB Wealth Management | 5.6k | $399k | 100% | Dec 2023 |
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Ashton Thomas Private Wealth | 5.6k | $429k | -3% | Mar 2024 |
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Koshinski Asset Management | 5.5k | $387k | 67% | Dec 2023 |
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Principal Securities | 5.2k | $369k | 100% | Dec 2023 |
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Concorde Asset Management | 5.2k | $367k | -25% | Dec 2023 |
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Tyler-Stone Wealth Management | 4.9k | $348k | -17% | Dec 2023 |
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Horizon Family Wealth | 4.7k | $331k | 1% | Dec 2023 |
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Ausdal Financial Partners | 4.5k | $345k | -21% | Mar 2024 |
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Davenport & Co | 4.4k | $314k | -57% | Dec 2023 |
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Empirical Asset Management | 4.4k | $310k | 1% | Dec 2023 |
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WealthTrust Asset Management | 4.3k | $306k | 0% | Dec 2023 |
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ValMark Advisers | 4.1k | $294k | -32% | Dec 2023 |
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Spire Wealth Management | 4.1k | $312k | -2% | Mar 2024 |
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Founders Financial Alliance | 4.1k | $288k | 14% | Dec 2023 |
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BlueChip Wealth Advisors | 4.0k | $285k | 100% | Dec 2023 |
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Walkner Condon Financial Advisors | 4.0k | $307k | -34% | Mar 2024 |
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EPG Wealth Management | 3.9k | $274k | 0% | Dec 2023 |
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TrueWealth Advisors | 3.9k | $294k | 14% | Mar 2024 |
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Key Client Fiduciary Advisors | 3.8k | $290k | 0% | Mar 2024 |
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Mercer Global Advisors | 3.7k | $263k | 0% | Dec 2023 |
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Saxony Capital Management | 3.5k | $246k | 100% | Dec 2023 |
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Virtue Capital Management | 3.4k | $242k | 100% | Dec 2023 |
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Transcend Wealth Collective | 3.4k | $241k | -48% | Dec 2023 |
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Sawtooth Asset Management | 3.3k | $233k | -6% | Dec 2023 |
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Janney Capital Management | 3.3k | $231k | 0% | Dec 2023 |
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Northwest Wealth Management | 3.1k | $217k | 100% | Dec 2023 |
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Jane Street | 3.0k | $215k | -34% | Dec 2023 |
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Wedbush Morgan Securities | 3.0k | $214k | 100% | Dec 2023 |
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Benjamin Edwards | 3.0k | $214k | 7% | Dec 2023 |
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Centennial Wealth Advisory | 3.0k | $226k | -2% | Mar 2024 |
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Apollon Wealth Management | 2.9k | $207k | 100% | Dec 2023 |
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ShoreHaven Wealth Partners | 2.9k | $207k | 100% | Dec 2023 |
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Honkamp Krueger Financial Services | 2.9k | $202k | 100% | Dec 2023 |
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Eudaimonia Advisors | 2.8k | $214k | 100% | Mar 2024 |
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Core Wealth Partners | 2.8k | $211k | 100% | Mar 2024 |
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Aprio Wealth Management | 2.8k | $210k | 100% | Mar 2024 |
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Advisory Services Network | 2.7k | $188k | 100% | Dec 2023 |
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626 Financial | 2.6k | $202k | 100% | Mar 2024 |
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Simplicity Wealth | 2.6k | $200k | 100% | Mar 2024 |
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DHJJ Financial Advisors | 2.5k | $192k | 0% | Mar 2024 |
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Us Bancorp | 2.3k | $161k | 1% | Dec 2023 |
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Huntington National Bank | 1.9k | $135k | 0% | Dec 2023 |
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Ronald Blue Trust | 1.7k | $110k | 100% | Dec 2023 |
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CWM | 1.3k | $101k | 10% | Mar 2024 |
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Halpern Financial | 1.0k | $79k | 0% | Mar 2024 |
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Asset Dedication | 1.0k | $77k | 0% | Mar 2024 |
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Pinnacle Bank | 963.00 | $74k | 100% | Mar 2024 |
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Sunbelt Securities | 763.00 | $58k | 0% | Mar 2024 |
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Tucker Asset Management | 757.00 | $54k | -38% | Dec 2023 |
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AlphaMark Advisors | 690.00 | $53k | -84% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 649.00 | $46k | -94% | Dec 2023 |
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Smithfield Trust Company | 600.00 | $43k | 0% | Dec 2023 |
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Citigroup | 600.00 | $43k | 0% | Dec 2023 |
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Who sold out of First Trust Large Cap Value Opp Fnd?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Kraft, Davis & Associates | Sep 2023 | 39k | $2.5M |
Virtu Financial | Sep 2023 | 20k | $1.3M |
Well Done | Dec 2023 | 7.4k | $521k |
First Heartland Consultants | Sep 2023 | 5.0k | $322k |
Captrust Financial Advisors | Sep 2023 | 4.3k | $276k |
Massmutual Trust | Dec 2023 | 1.0k | $74k |