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First Trust Large Cap Value Opp Fnd shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners 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 Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 38k 76.38
2023-12-31 $2.0M 28k 70.84
2023-09-30 $1.4M 22k 64.78
2023-06-30 $1.4M 21k 66.68
2023-03-31 $1.3M 19k 66.40
2022-12-31 $1.1M 17k 65.81
2022-09-30 $975k 17k 57.67
2022-06-30 $1.1M 17k 62.09
2022-03-31 $1.2M 17k 70.51
2021-12-31 $1.1M 16k 69.87
2021-09-30 $1.1M 17k 64.43
2021-06-30 $1.1M 17k 65.68
2021-03-31 $1.1M 17k 63.64
2020-12-31 $895k 16k 54.95
2020-09-30 $744k 16k 46.65
2020-06-30 $715k 16k 45.46
2020-03-31 $578k 16k 36.79
2019-12-31 $792k 14k 56.48
2019-09-30 $920 29 31.76
2019-06-30 $987k 19k 52.13
2019-03-31 $1.0M 20k 51.57
2018-12-31 $883k 19k 46.24
2018-09-30 $1.0M 19k 54.13
2018-06-30 $1.0M 19k 52.31
2018-03-31 $977k 19k 52.77
2017-12-31 $1.0M 19k 54.61
2017-09-30 $815k 16k 51.14
2017-06-30 $772k 15k 50.18
2017-03-31 $611k 12k 49.33
2016-12-31 $573k 12k 46.91
2016-09-30 $563k 13k 42.60
2016-06-30 $494k 12k 39.92
2016-03-31 $491k 12k 40.63
2015-12-31 $471k 12k 38.45
2015-09-30 $495k 13k 37.79
2015-06-30 $1.5M 37k 42.44
2015-03-31 $1.4M 32k 43.83
2014-12-31 $489k 11k 43.72

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

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