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First Trust Large Cap Value Opp Fnd shares owned by Saxony Capital Management

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

Historical chart of Saxony Capital 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 Saxony Capital Management 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 3.3k 76.39
2023-12-31 $246k 3.5k 70.84

More positions owned by Saxony Capital Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Saxony Capital 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