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First Trust Large Cap Value Opp Fnd shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions 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 Coppell Advisory Solutions 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 Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.1M 100k 70.84
2023-09-30 $3.1M 47k 65.81
2023-06-30 $7.5M 114k 66.26
2023-03-31 $4.8M 73k 65.47
2022-12-31 $2.9M 44k 65.81
2020-12-31 $2.3M 42k 54.93

More positions owned by Coppell Advisory Solutions

First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)
Microsoft Corp MSFT (MSFT)
Apple Aapl (AAPL)
Jp Morgan Chase & Co JPM (JPM)
Kingsmen Resources Ord KNG (KNG)
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)
Broadcom Avgo (AVGO)
Ishares Trust Short Treas Bd Etf SHV (SHV)
First Trust Large Cap Value Al Com Shs Etf Fta (FTA)
Ishares Trust Core S&p500 Etf Ivv (IVV)
First Trust Exchange-traded Fu Cap Strength Etf FTCS (FTCS)
Vaneck Vectors Etf Trust Invt Grade Fltg Etf FLTR (FLTR)
Vanguard S&p 500 Etf Voo (VOO)
First Tst Value Li Shs Etf FVD (FVD)

View all positions for Coppell Advisory Solutions

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