Benjamin F. Edwards & Company »

First Trust Large Cap Value Opp Fnd shares owned by Benjamin F. Edwards & Company

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Benjamin F. Edwards & Company from 13F filings

Historical chart of Benjamin F. Edwards & Company 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 Benjamin F. Edwards & Company consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Benjamin F. Edwards & Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 42k 76.39
2023-12-31 $2.7M 38k 70.85
2023-09-30 $2.4M 37k 64.78
2023-06-30 $2.7M 41k 66.68
2023-03-31 $2.6M 39k 66.39
2022-12-31 $2.6M 40k 65.81
2022-09-30 $3.8M 66k 57.68
2022-06-30 $4.0M 64k 62.10
2022-03-31 $4.0M 57k 70.51
2021-12-31 $5.0M 72k 69.88
2021-09-30 $4.5M 70k 64.42
2021-06-30 $4.3M 65k 65.64
2021-03-31 $3.9M 61k 63.65
2020-12-31 $4.0M 73k 54.92
2020-09-30 $3.4M 72k 46.67
2020-06-30 $2.1M 47k 45.48
2020-03-31 $2.0M 54k 36.80
2019-12-31 $4.2M 74k 56.51
2019-09-30 $4.2M 81k 51.57
2019-06-30 $4.3M 82k 52.14
2019-03-31 $3.8M 74k 51.57
2018-12-31 $2.2M 47k 46.22
2018-09-30 $2.7M 49k 54.15
2018-06-30 $2.5M 47k 52.32
2018-03-31 $2.3M 43k 52.74
2017-06-30 $15k 301 49.83
2017-03-31 $15k 300 50.00
2014-12-31 $22k 500 44.00
2014-09-30 $21k 500 42.00
2014-06-30 $22k 500 44.00

More positions owned by Benjamin F. Edwards & Company

Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Microsoft Corporation (MSFT)
Ishares Tr Bb Rat Corp Bd (HYBB)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
McDonald's Corporation (MCD)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)

View all positions for Benjamin F. Edwards & Company

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