First Trust Large Cap Value Opp Fnd shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in First Trust Large Cap Value Opp Fnd
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Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $262k | 3.4k | 76.38 |
| 2023-12-31 | $241k | 3.4k | 70.85 |
| 2023-09-30 | $427k | 6.6k | 64.78 |
| 2023-06-30 | $442k | 6.6k | 66.68 |
| 2023-03-31 | $400k | 6.0k | 66.40 |
| 2022-12-31 | $364k | 5.5k | 65.81 |
| 2022-09-30 | $354k | 6.1k | 57.67 |
| 2022-06-30 | $359k | 5.8k | 62.05 |
| 2022-03-31 | $409k | 5.8k | 70.58 |
| 2021-12-31 | $370k | 5.3k | 69.84 |
| 2021-09-30 | $356k | 5.2k | 68.11 |
| 2021-03-31 | $335k | 5.3k | 63.45 |
| 2020-12-31 | $235k | 4.3k | 54.89 |
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