Who owns First Trust Large Cap Value Opp Fnd?
- Ticker: FTA
- CUSIP Number: 33735J101
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Large Cap Value Opp Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Large Cap Value Opp Fnd stock
Who bought or sold First Trust Large Cap Value Opp Fnd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.1M | $163M | 100% | Jun 2025 |
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| UBS Group | 970k | $81M | 0% | Sep 2025 |
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| LPL Financial | 924k | $77M | 6% | Sep 2025 |
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| Envestnet Asset Management | 407k | $34M | -2% | Sep 2025 |
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| Cetera Investment Advisers | 342k | $29M | 17% | Sep 2025 |
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| Raymond James Financial | 292k | $24M | 2% | Sep 2025 |
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| Royal Bank of Canada | 272k | $23M | 2% | Sep 2025 |
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| IHT Wealth Management | 216k | $18M | -10% | Sep 2025 |
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| Wells Fargo & Company | 200k | $17M | -3% | Sep 2025 |
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| Integrated Wealth Concepts | 200k | $17M | -1% | Sep 2025 |
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| Kingsview Wealth Management | 195k | $16M | -2% | Sep 2025 |
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| Private Advisor | 162k | $14M | -6% | Sep 2025 |
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| Cambridge Investment Research Advisors | 154k | $13M | 13% | Sep 2025 |
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| Commonwealth Equity Services | 154k | $13M | 1% | Sep 2025 |
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| Advisor Group Holdings | 140k | $12M | -9% | Sep 2025 |
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| Assetmark | 138k | $12M | 5% | Sep 2025 |
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| Holistic Financial Partners | 134k | $11M | 1% | Sep 2025 |
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| Vestmark Advisory Solutions | 98k | $8.2M | -52% | Sep 2025 |
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| Harbour Investments | 92k | $7.7M | 132% | Sep 2025 |
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| Kaydan Wealth Management | 89k | $7.4M | -2% | Sep 2025 |
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| H D Vest Advisory Services | 85k | $6.7M | -19% | Jun 2025 |
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| Goldman Sachs Group | 85k | $7.1M | -20% | Sep 2025 |
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| Benjamin Edwards | 84k | $7.0M | 4% | Sep 2025 |
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| Branch Banking & Trust Company | 81k | $6.7M | -3% | Sep 2025 |
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| AE Wealth Management | 69k | $5.7M | -27% | Sep 2025 |
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| Janney Montgomery Scott | 66k | $5.5M | -4% | Sep 2025 |
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| Cottonwood Capital Advisors | 60k | $5.0M | -1% | Sep 2025 |
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| Midwest Heritage Bank | 59k | $4.9M | -4% | Sep 2025 |
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| Stifel Financial | 56k | $4.7M | 0% | Sep 2025 |
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| Snowden Capital Advisors | 55k | $4.6M | 2% | Sep 2025 |
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| Kestra Private Wealth Services | 44k | $3.6M | -1% | Sep 2025 |
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| Atria Investments | 42k | $3.5M | -2% | Sep 2025 |
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| Bank of New York Mellon | 41k | $3.4M | 3% | Sep 2025 |
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| Prospera Financial Services | 41k | $3.4M | 8% | Sep 2025 |
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| IFP Advisors | 41k | $3.4M | 5% | Sep 2025 |
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| Trueblood Wealth Management | 40k | $3.3M | 1% | Sep 2025 |
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| Creative Planning | 40k | $3.3M | -9% | Sep 2025 |
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| D.A. Davidson & Co. | 38k | $3.2M | 0% | Sep 2025 |
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| Iams Wealth Management | 35k | $2.9M | -2% | Sep 2025 |
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| Baird Financial | 31k | $2.6M | 0% | Sep 2025 |
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| Gateway Wealth Partners | 31k | $2.5M | 3% | Sep 2025 |
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| Regal Investment Advisors | 29k | $2.4M | -2% | Sep 2025 |
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| Goss Wealth Management | 28k | $2.3M | 7% | Sep 2025 |
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| Susquehanna International | 24k | $2.0M | -30% | Sep 2025 |
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| CLS Investments | 24k | $2.0M | 0% | Sep 2025 |
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| Triton Wealth Management, P | 23k | $1.9M | -1% | Sep 2025 |
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| Coppell Advisory Solutions | 23k | $1.9M | -4% | Sep 2025 |
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| OneAscent Financial Services | 23k | $1.9M | 3% | Sep 2025 |
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| Fsb Premier Wealth Management | 22k | $1.9M | -5% | Sep 2025 |
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| Park Avenue Securities | 22k | $1.8M | 3% | Sep 2025 |
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| Jpmorgan Chase & Co | 20k | $1.7M | -3% | Sep 2025 |
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| Silver Oak Securities | 19k | $1.6M | 0% | Sep 2025 |
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| Equitable Holdings | 19k | $1.6M | 0% | Sep 2025 |
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| Citadel Advisors | 19k | $1.6M | 394% | Sep 2025 |
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| Kestra Advisory Services | 18k | $1.5M | -11% | Sep 2025 |
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| NewEdge Wealth | 17k | $1.4M | 0% | Sep 2025 |
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| LaSalle St. Investment Advisors | 17k | $1.4M | 0% | Sep 2025 |
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| Intl Fcstone | 16k | $1.3M | -4% | Sep 2025 |
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| Jones Financial Companies, L.L | 15k | $1.3M | 77% | Sep 2025 |
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| Warren Averett Asset Management | 15k | $1.2M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 15k | $1.2M | 139% | Sep 2025 |
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| Western Wealth Management | 15k | $1.2M | -2% | Sep 2025 |
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| Arkadios Wealth Advisors | 15k | $1.2M | -3% | Sep 2025 |
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| First Trust Advisors | 14k | $1.2M | 0% | Sep 2025 |
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| Chicago Partners Investment | 14k | $1.2M | -6% | Sep 2025 |
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| Stratos Wealth Partners | 14k | $1.2M | -4% | Sep 2025 |
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| Tcfg Wealth Management | 14k | $1.2M | 0% | Sep 2025 |
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| Mml Investors Services | 14k | $1.2M | -42% | Sep 2025 |
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| Richmond Investment Services | 13k | $1.1M | -2% | Sep 2025 |
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| PFG Advisors | 13k | $1.1M | -22% | Sep 2025 |
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| RMR Capital Management | 13k | $1.1M | 9% | Sep 2025 |
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| Winebrenner Capital Management | 12k | $989k | -8% | Sep 2025 |
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| Great Valley Advisor Group | 11k | $951k | 1% | Sep 2025 |
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| Keystone Wealth Services | 10k | $865k | -1% | Sep 2025 |
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| Sigma Planning | 10k | $844k | 5% | Sep 2025 |
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| Global Retirement Partners | 10k | $840k | 3% | Sep 2025 |
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| Pnc Financial Services | 10k | $834k | -4% | Sep 2025 |
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| Mpwm Advisory Solutions | 9.5k | $794k | -1% | Sep 2025 |
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| Blackhawk Capital Partners | 9.3k | $772k | -5% | Sep 2025 |
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| Eukles Asset Management | 9.2k | $765k | 2% | Sep 2025 |
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| Hanson McClain Advisors | 9.1k | $761k | 1% | Sep 2025 |
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| Concurrent Investment Advisors | 9.0k | $748k | -4% | Sep 2025 |
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| Brian McDonald | 8.6k | $718k | -3% | Sep 2025 |
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| Three Seasons Wealth | 8.0k | $667k | 0% | Sep 2025 |
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| Morey & Quinn Wealth Partners | 7.7k | $637k | 0% | Sep 2025 |
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| Meitav Dash Investments | 7.6k | $629k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 7.5k | $625k | -9% | Sep 2025 |
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| Oppenheimer & Co | 7.5k | $625k | -3% | Sep 2025 |
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| Envestnet Portfolio Solutions | 7.5k | $622k | -23% | Sep 2025 |
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| Mutual Advisors | 7.4k | $622k | 0% | Sep 2025 |
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| Tyler-Stone Wealth Management | 7.0k | $551k | 0% | Jun 2025 |
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| HighTower Advisors | 7.0k | $580k | 0% | Sep 2025 |
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| Pinnacle Family Advisors | 7.0k | $580k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 6.9k | $575k | 100% | Sep 2025 |
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| STAR Financial Bank | 6.8k | $567k | 0% | Sep 2025 |
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| Bsc Private Wealth Management | 6.5k | $541k | -1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 6.0k | $496k | -16% | Sep 2025 |
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| Gladstone Institutional Advisory | 5.9k | $493k | 2% | Sep 2025 |
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| Founders Financial Alliance | 5.8k | $484k | 0% | Sep 2025 |
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| American Institute for Advanced Investment Management | 5.8k | $480k | -8% | Sep 2025 |
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| MGB Wealth Management | 5.6k | $470k | 0% | Sep 2025 |
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| Independent Wealth Network | 5.6k | $468k | 1% | Sep 2025 |
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| Proactive Wealth Strategies | 5.6k | $464k | 0% | Sep 2025 |
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| IFG Advisory | 5.5k | $456k | 17% | Sep 2025 |
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| HBW Advisory Services | 5.2k | $433k | 12% | Sep 2025 |
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| Davenport & Co | 5.2k | $430k | -3% | Sep 2025 |
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| Kraft, Davis & Associates | 5.1k | $433k | 0% | Sep 2025 |
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| BlueChip Wealth Advisors | 5.1k | $422k | -10% | Sep 2025 |
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| Elios Financial Group | 5.0k | $395k | 0% | Jun 2025 |
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| Ashton Thomas Private Wealth | 4.9k | $412k | 15% | Sep 2025 |
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| RFG Advisory | 4.6k | $383k | -44% | Sep 2025 |
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| Apollon Wealth Management | 4.5k | $372k | -2% | Sep 2025 |
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| 1776 Wealth | 4.4k | $364k | -15% | Sep 2025 |
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| FMR | 4.3k | $354k | 4% | Sep 2025 |
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| Daymark Wealth Partners | 4.2k | $351k | 12% | Sep 2025 |
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| KPP Advisory Services | 4.2k | $349k | 0% | Sep 2025 |
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| ValMark Advisers | 4.1k | $345k | 0% | Sep 2025 |
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| GeoWealth Management | 4.1k | $343k | 42% | Sep 2025 |
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| Principal Securities | 4.1k | $338k | 4% | Sep 2025 |
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| ABLE Financial Group | 3.8k | $315k | 2% | Sep 2025 |
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| Wedbush Morgan Securities | 3.7k | $306k | 22% | Sep 2025 |
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| Private Client Services | 3.7k | $305k | -3% | Sep 2025 |
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| Retirement Planning Group | 3.5k | $289k | 100% | Sep 2025 |
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| Wealthcare Advisory Partners | 3.5k | $289k | -3% | Sep 2025 |
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| Beacon Pointe Advisors | 3.4k | $281k | 100% | Sep 2025 |
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| Wesbanco Trust And Investments | 3.3k | $274k | 0% | Sep 2025 |
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| Janney Capital Management | 3.3k | $272k | 0% | Sep 2025 |
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| REAP Financial Group | 3.3k | $272k | 6% | Sep 2025 |
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| J.w. Cole Advisors | 3.2k | $265k | 0% | Sep 2025 |
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| Tidemark | 3.2k | $264k | 0% | Sep 2025 |
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| Ausdal Financial Partners | 3.1k | $259k | 0% | Sep 2025 |
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| International Assets Investment Management | 3.1k | $247k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 3.1k | $256k | 15% | Sep 2025 |
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| Koshinski Asset Management | 3.0k | $251k | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.9k | $247k | 3% | Sep 2025 |
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| Asset Allocation Strategies | 2.9k | $240k | 100% | Sep 2025 |
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| Nova Wealth Management | 2.9k | $240k | -20% | Sep 2025 |
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| Honkamp Krueger Financial Services | 2.9k | $238k | 0% | Sep 2025 |
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| WealthTrust Asset Management | 2.9k | $238k | 0% | Sep 2025 |
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| Sequent Planning | 2.8k | $237k | -3% | Sep 2025 |
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| Northwest Wealth Management | 2.8k | $236k | 0% | Sep 2025 |
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| Aprio Wealth Management | 2.8k | $234k | 0% | Sep 2025 |
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| Key Client Fiduciary Advisors | 2.8k | $233k | 0% | Sep 2025 |
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| Atomi Financial Group | 2.8k | $231k | 3% | Sep 2025 |
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| Newbridge Financial Services Group | 2.8k | $231k | 3% | Sep 2025 |
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| Atria Wealth Solutions | 2.8k | $218k | -87% | Jun 2025 |
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| MTM Investment Management | 2.7k | $225k | -23% | Sep 2025 |
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| Moloney Securities Asset Management | 2.7k | $225k | 5% | Sep 2025 |
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| Cresset Asset Management | 2.7k | $221k | 0% | Sep 2025 |
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| 626 Financial | 2.6k | $220k | 0% | Sep 2025 |
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| Us Bancorp | 2.0k | $167k | -77% | Sep 2025 |
|
| William Blair $ Company | 1.4k | $118k | -66% | Sep 2025 |
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Who sold out of First Trust Large Cap Value Opp Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virtu Financial | Jun 2025 | 9.9k | $779k |
| Traction Financial Partners | Jun 2025 | 5.8k | $455k |
| Armis Advisers | Jun 2025 | 3.5k | $277k |
| Ameriprise Financial | Jun 2025 | 3.5k | $271k |
| Colony | Jun 2025 | 3.4k | $269k |
| Mercer Global Advisors | Jun 2025 | 3.0k | $237k |
| Buckingham Strategic Partners | Jun 2025 | 3.0k | $233k |
| Diversify Advisory Services | Jun 2025 | 2.8k | $223k |