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First Trust Large Cap Value Opp Fnd shares owned by Stifel Financial

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

Historical chart of Stifel Financial 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 Stifel Financial 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 Stifel Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.4M 48k 70.85
2023-09-30 $3.3M 51k 64.78
2023-06-30 $4.2M 64k 66.68
2023-03-31 $4.6M 69k 66.40
2022-12-31 $4.5M 69k 65.81
2022-09-30 $3.5M 61k 57.68
2022-06-30 $4.0M 65k 62.11
2022-03-31 $5.3M 75k 70.53
2021-12-31 $4.6M 65k 69.88
2021-09-30 $4.3M 66k 64.43
2021-06-30 $5.7M 86k 65.65
2021-03-31 $4.2M 66k 63.65
2020-12-31 $2.7M 50k 54.93
2020-09-30 $2.0M 44k 46.66
2020-06-30 $1.4M 32k 45.47
2020-03-31 $1.4M 38k 36.76
2019-12-31 $2.1M 38k 56.60
2019-09-30 $2.0M 38k 51.58
2019-06-30 $2.0M 38k 52.15
2019-03-31 $2.8M 54k 51.52
2018-12-31 $1.6M 36k 45.98
2018-09-30 $2.2M 41k 54.29
2018-06-30 $2.0M 38k 52.23
2018-03-31 $1.8M 33k 52.60
2017-12-31 $1.3M 24k 54.79
2017-09-30 $1.2M 23k 51.05
2017-06-30 $1.2M 23k 50.26
2017-03-31 $636k 13k 49.32
2016-12-31 $921k 20k 47.09
2016-09-30 $687k 16k 42.22
2016-06-30 $697k 18k 39.89
2016-03-31 $513k 13k 40.15
2015-12-31 $506k 13k 38.41
2015-09-30 $475k 12k 38.32
2015-06-30 $880k 21k 42.44
2015-03-31 $964k 22k 43.74
2014-12-31 $933k 21k 43.72
2014-09-30 $920k 22k 42.45
2014-06-30 $723k 17k 43.54
2014-03-31 $628k 15k 41.26

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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
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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