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First Trust Large Cap Value Opp Fnd shares owned by Aris Wealth Services

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Aris Wealth Services from 13F filings

Historical chart of Aris Wealth Services investment in First Trust Large Cap Value Opp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Value Opp Fnd held by Aris Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Aris Wealth Services

Quarter filed Position value Share count Share price at filing
2015-09-30 $37k 983 37.64
2015-06-30 $42k 983 42.73

More positions owned by Aris Wealth Services

Eaton Vance Risk Managed Diversified (ETJ)
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Kayne Anderson MLP Investment (KYN)
Nuveen Energy Mlp Total Return etf
iShares Lehman Aggregate Bond (AGG)
iShares Dow Jones EPAC Sel Div Ind (IDV)
AllianceBernstein Global Hgh Incm (AWF)
Exxon Mobil Corporation (XOM)
United Parcel Service (UPS)
Realty Income (O)
Spdr S&p 500 Etf (SPY)
Welltower Inc Com reit (WELL)
HCP
iShares S&P 500 Index (IVV)
Chambers Str Pptys

View all positions for Aris Wealth Services

Top funds holding First Trust Large Cap Value Opp Fnd

UBS Group
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Wells Fargo & Company
Kaydan Wealth Management
Royal Bank of Canada
Kingsview Wealth Management
Private Advisor
Raymond James & Associates
Midwest Heritage Bank
Cambridge Investment Research Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd