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First Trust Large Cap Value Opp Fnd shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors 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 HighTower Advisors 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 24k 76.24
2023-12-31 $1.4M 20k 70.89
2023-09-30 $2.0M 31k 64.82
2023-06-30 $2.0M 29k 66.76
2023-03-31 $2.0M 30k 66.57
2022-12-31 $2.4M 36k 65.86
2022-09-30 $2.2M 39k 57.72
2022-06-30 $2.3M 37k 62.00
2022-03-31 $2.6M 37k 70.53
2021-12-31 $2.5M 35k 69.94
2021-09-30 $2.0M 32k 64.47
2021-06-30 $2.0M 30k 65.70
2021-03-31 $2.2M 34k 63.58
2020-12-31 $1.9M 35k 54.94
2020-09-30 $1.7M 36k 46.69
2020-06-30 $1.3M 29k 45.44
2020-03-31 $1.3M 35k 36.76
2019-12-31 $2.3M 41k 56.53
2019-09-30 $2.2M 42k 51.45
2019-06-30 $2.1M 41k 52.13
2019-03-31 $2.3M 44k 51.49
2018-12-31 $1.9M 41k 46.21
2018-09-30 $2.7M 51k 54.16
2018-06-30 $2.3M 44k 52.30
2018-03-31 $2.3M 44k 52.67
2017-12-31 $2.0M 36k 54.71
2017-09-30 $1.6M 32k 51.02
2017-06-30 $7.9M 158k 50.31
2017-03-31 $7.9M 159k 49.33
2016-12-31 $6.8M 145k 46.86
2016-09-30 $6.3M 149k 42.59
2016-06-30 $7.3M 184k 39.90
2016-03-31 $7.7M 189k 40.64
2015-12-31 $7.5M 195k 38.43
2015-09-30 $5.5M 147k 37.73
2015-06-30 $6.1M 145k 42.45
2015-03-31 $5.7M 130k 43.75
2014-12-31 $5.1M 117k 43.72
2014-09-30 $4.5M 105k 42.47

More positions owned by HighTower Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for HighTower Advisors

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