Iams Wealth Management »

First Trust Large Cap Value Opp Fnd shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management 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 Iams Wealth Management 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 Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 49k 71.86
2023-12-31 $3.3M 46k 70.84
2023-09-30 $4.1M 64k 64.78
2023-06-30 $8.7M 132k 66.24
2023-03-31 $3.7M 57k 65.47
2022-12-31 $2.9M 44k 65.81

More positions owned by Iams Wealth Management

Spdr Ser Tr Bloomberg 3-12 M (BILS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
United Parcel Service CL B (UPS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Value Line Divid In SHS (FVD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Limited Duration (FSIG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchange-traded Dj Internt Idx (FDN)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)

View all positions for Iams Wealth Management

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