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 | $155M | 0% | Jun 2024 |
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| LPL Financial | 797k | $63M | -1% | Sep 2024 |
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| Envestnet Asset Management | 545k | $43M | 0% | Sep 2024 |
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| Kaydan Wealth Management | 374k | $30M | -1% | Sep 2024 |
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| Cetera Investment Advisers | 300k | $22M | 1% | Jun 2024 |
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| Bank of America Corporation | 297k | $24M | -10% | Sep 2024 |
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| Royal Bank of Canada | 278k | $22M | -4% | Sep 2024 |
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| International Assets Investment Management | 265k | $3.3M | 7813% | Sep 2024 |
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| Kingsview Wealth Management | 245k | $19M | -13% | Sep 2024 |
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| Wells Fargo & Company | 235k | $19M | -2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 229k | $18M | -10% | Sep 2024 |
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| Advisor Group Holdings | 220k | $17M | -15% | Sep 2024 |
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| Private Advisor | 205k | $16M | -4% | Sep 2024 |
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| Integrated Wealth Concepts | 197k | $16M | 0% | Sep 2024 |
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| Raymond James & Associates | 190k | $15M | -4% | Sep 2024 |
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| Midwest Heritage Bank | 185k | $15M | -1% | Sep 2024 |
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| Commonwealth Equity Services | 148k | $12M | 0% | Sep 2024 |
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| Assetmark | 134k | $11M | 11% | Sep 2024 |
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| Holistic Financial Partners | 131k | $10M | 3% | Sep 2024 |
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| Vestmark Advisory Solutions | 125k | $9.2M | 2% | Jun 2024 |
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| H D Vest Advisory Services | 120k | $8.8M | -19% | Jun 2024 |
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| Cambridge Investment Research Advisors | 119k | $9.4M | -23% | Sep 2024 |
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| AE Wealth Management | 109k | $8.6M | 10% | Sep 2024 |
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| Branch Banking & Trust Company | 98k | $7.2M | 1% | Jun 2024 |
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| Coppell Advisory Solutions | 92k | $7.2M | -1% | Sep 2024 |
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| Janney Montgomery Scott | 76k | $6.0M | 3% | Sep 2024 |
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| Snowden Capital Advisors | 74k | $5.8M | -1% | Sep 2024 |
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| Bank of New York Mellon | 72k | $5.7M | -6% | Sep 2024 |
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| Cottonwood Capital Advisors | 68k | $5.4M | -10% | Sep 2024 |
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| Arkadios Wealth Advisors | 61k | $4.9M | -9% | Sep 2024 |
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| Stifel Financial | 60k | $4.4M | 1% | Jun 2024 |
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| Secure Asset Management | 55k | $4.3M | 2% | Sep 2024 |
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| Atria Wealth Solutions | 53k | $4.2M | 1% | Sep 2024 |
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| Kowal Investment Group | 50k | $3.9M | 0% | Sep 2024 |
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| IFP Advisors | 50k | $3.6M | 16% | Jun 2024 |
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| Prospera Financial Services | 49k | $3.9M | 10% | Sep 2024 |
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| Kestra Private Wealth Services | 46k | $3.7M | -8% | Sep 2024 |
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| Iams Wealth Management | 44k | $3.5M | 8% | Sep 2024 |
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| Fsb Premier Wealth Management | 43k | $3.2M | -20% | Jun 2024 |
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| Benjamin F. Edwards & Company | 42k | $3.3M | 0% | Jun 2024 |
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| Envestnet Portfolio Solutions | 41k | $3.2M | -4% | Sep 2024 |
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| Benjamin Edwards | 38k | $3.0M | 1117% | Sep 2024 |
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| Atria Investments | 37k | $2.9M | 7% | Sep 2024 |
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| D.A. Davidson & Co. | 37k | $2.7M | 0% | Jun 2024 |
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| Orion Portfolio Solutions | 37k | $2.9M | 44% | Sep 2024 |
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| Stratos Wealth Partners | 36k | $2.9M | -5% | Sep 2024 |
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| LVZ Advisors | 36k | $2.8M | 1% | Sep 2024 |
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| Harbour Investments | 35k | $2.8M | -4% | Sep 2024 |
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| Gateway Wealth Partners | 35k | $2.8M | -2% | Sep 2024 |
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| Regal Investment Advisors | 31k | $2.4M | -17% | Sep 2024 |
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| NewEdge Wealth | 26k | $2.1M | -2% | Sep 2024 |
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| Citadel Advisors | 25k | $2.0M | 229% | Sep 2024 |
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| Park Avenue Securities | 25k | $2.0M | -8% | Sep 2024 |
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| Triton Wealth Management, P | 24k | $1.9M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 24k | $1.9M | 0% | Sep 2024 |
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| Intl Fcstone | 23k | $1.8M | -24% | Sep 2024 |
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| Kestra Advisory Services | 23k | $1.8M | -13% | Sep 2024 |
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| HighTower Advisors | 23k | $1.7M | -2% | Jun 2024 |
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| Equitable Holdings | 21k | $1.6M | 0% | Jun 2024 |
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| Sanctuary Advisors | 21k | $1.7M | 5% | Sep 2024 |
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| Susquehanna International | 21k | $1.6M | -57% | Sep 2024 |
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| RMR Capital Management | 20k | $1.6M | 0% | Sep 2024 |
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| Blackhawk Capital Partners | 19k | $1.5M | -1% | Sep 2024 |
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| Silver Oak Securities | 19k | $1.5M | 0% | Sep 2024 |
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| Concurrent Investment Advisors | 18k | $1.4M | 9% | Sep 2024 |
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| Western Wealth Management | 18k | $1.4M | -2% | Sep 2024 |
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| Chicago Partners Investment | 17k | $1.3M | -3% | Sep 2024 |
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| Rockefeller Capital Management | 17k | $1.2M | 9% | Jun 2024 |
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| SignalPoint Asset Management | 16k | $1.3M | -28% | Sep 2024 |
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| First Trust Advisors | 16k | $1.3M | -13% | Sep 2024 |
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| Nbc Securities | 16k | $1.3M | -23% | Sep 2024 |
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| Steward Partners Investment Advisory | 15k | $1.1M | -19% | Jun 2024 |
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| Tcfg Wealth Management | 15k | $1.2M | 100% | Sep 2024 |
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| IFG Advisory | 15k | $1.1M | -7% | Sep 2024 |
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| Jane Street | 14k | $1.1M | 100% | Sep 2024 |
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| Sigma Planning | 14k | $1.1M | -4% | Sep 2024 |
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| GeoWealth Management | 14k | $1.1M | 8% | Sep 2024 |
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| City Center Advisors | 14k | $1.1M | -34% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 14k | $1.1M | 1% | Sep 2024 |
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| William Blair $ Company | 13k | $1.0M | -2% | Sep 2024 |
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| PFG Advisors | 13k | $1.0M | 11% | Sep 2024 |
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| Great Valley Advisor Group | 12k | $984k | 6% | Sep 2024 |
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| Global Retirement Partners | 12k | $964k | 7% | Sep 2024 |
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| 9258 Wealth Management | 12k | $963k | 0% | Sep 2024 |
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| Etfidea | 12k | $952k | -1% | Sep 2024 |
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| Mml Investors Services | 12k | $910k | 4% | Sep 2024 |
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| Brian McDonald | 11k | $902k | 0% | Sep 2024 |
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| Keystone Wealth Services | 11k | $887k | -7% | Sep 2024 |
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| Eukles Asset Management | 11k | $838k | -12% | Sep 2024 |
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| Davenport & Co | 9.9k | $783k | 6% | Sep 2024 |
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| World Equity Group | 9.8k | $777k | -40% | Sep 2024 |
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| Pnc Financial Services | 9.8k | $774k | -4% | Sep 2024 |
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| Hanson McClain Advisors | 9.5k | $752k | 0% | Sep 2024 |
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| Tower Research Capital | 9.4k | $690k | 2% | Jun 2024 |
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| Pinnacle Family Advisors | 9.3k | $681k | -7% | Jun 2024 |
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| Goss Wealth Management | 8.8k | $644k | -18% | Jun 2024 |
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| Resources Investment Advisors | 8.6k | $682k | 28% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 8.5k | $671k | 4% | Sep 2024 |
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| Pine Valley Investments Ltd Liability | 8.4k | $666k | 2% | Sep 2024 |
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| RFG Advisory | 8.1k | $641k | 7% | Sep 2024 |
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| Oppenheimer & Co | 7.8k | $619k | -9% | Sep 2024 |
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| American Institute for Advanced Investment Management | 7.8k | $614k | -1% | Sep 2024 |
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| Bsc Private Wealth Management | 7.7k | $611k | -2% | Sep 2024 |
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| Proequities | 7.7k | $606M | 1% | Sep 2024 |
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| Private Portfolio Partners | 7.6k | $603k | 0% | Sep 2024 |
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| Meitav Dash Investments | 7.6k | $597k | 0% | Sep 2024 |
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| ABLE Financial Group | 7.3k | $581k | 1% | Sep 2024 |
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| Gladstone Institutional Advisory | 7.3k | $575k | -13% | Sep 2024 |
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| ZB | 7.2k | $571k | 0% | Sep 2024 |
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| Tyler-Stone Wealth Management | 7.0k | $554k | 100% | Sep 2024 |
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| Mutual Advisors | 6.9k | $548k | -4% | Sep 2024 |
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| PCA Investment Advisory Services | 6.4k | $505k | 0% | Sep 2024 |
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| Signature Estate and Investment Advisors | 6.2k | $489k | 1% | Sep 2024 |
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| Apollon Wealth Management | 5.9k | $471k | 9% | Sep 2024 |
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| MTM Investment Management | 5.9k | $464k | 0% | Sep 2024 |
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| Independent Wealth Network | 5.7k | $454k | 0% | Sep 2024 |
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| Strategic Blueprint | 5.7k | $450k | -23% | Sep 2024 |
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| Mariner Wealth Advisors | 5.7k | $449k | 0% | Sep 2024 |
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| MGB Wealth Management | 5.6k | $446k | 0% | Sep 2024 |
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| Founders Financial Alliance | 5.4k | $430k | 34% | Sep 2024 |
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| 1776 Wealth | 5.1k | $405k | -14% | Sep 2024 |
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| Private Client Services | 4.9k | $388k | 100% | Sep 2024 |
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| Principal Securities | 4.8k | $380k | 10% | Sep 2024 |
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| Ashton Thomas Private Wealth | 4.8k | $377k | -15% | Sep 2024 |
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| Good Life Advisors | 4.6k | $367k | 100% | Sep 2024 |
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| Financial Advocates Investment Management | 4.6k | $365k | -6% | Sep 2024 |
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| Schrum Private Wealth Management | 4.6k | $361k | 100% | Sep 2024 |
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| Walkner Condon Financial Advisors | 4.5k | $359k | 13% | Sep 2024 |
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| Diversify Advisory Services | 4.5k | $356k | 0% | Sep 2024 |
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| Empirical Asset Management | 4.4k | $351k | 1% | Sep 2024 |
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| WealthTrust Asset Management | 4.2k | $334k | -2% | Sep 2024 |
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| TrueWealth Advisors | 4.2k | $333k | 2% | Sep 2024 |
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| KPP Advisory Services | 4.2k | $331k | 0% | Sep 2024 |
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| D. E. Shaw & Co | 4.2k | $331k | -30% | Sep 2024 |
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| ValMark Advisers | 4.1k | $328k | 0% | Sep 2024 |
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| Spire Wealth Management | 4.0k | $317k | 0% | Sep 2024 |
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| Mercer Global Advisors | 3.7k | $274k | 0% | Jun 2024 |
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| Moloney Securities Asset Management | 3.6k | $288k | -6% | Sep 2024 |
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| Sequent Planning | 3.6k | $266k | -12% | Jun 2024 |
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| Flow Traders US | 3.6k | $285k | 100% | Sep 2024 |
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| Key Client Fiduciary Advisors | 3.6k | $285k | 0% | Sep 2024 |
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| STAR Financial Bank | 3.5k | $275k | -34% | Sep 2024 |
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| BlueChip Wealth Advisors | 3.4k | $252k | -15% | Jun 2024 |
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| Tidemark | 3.4k | $271k | -43% | Sep 2024 |
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| Wesbanco Trust And Investments | 3.3k | $260k | 100% | Sep 2024 |
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| Janney Capital Management | 3.3k | $258k | 0% | Sep 2024 |
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| Buckingham Strategic Partners | 3.1k | $248k | 3% | Sep 2024 |
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| Wedbush Morgan Securities | 3.0k | $239k | 0% | Sep 2024 |
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| Transcend Wealth Collective | 3.0k | $239k | -4% | Sep 2024 |
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| Ausdal Financial Partners | 3.0k | $237k | -36% | Sep 2024 |
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| Koshinski Asset Management | 3.0k | $236k | -5% | Sep 2024 |
|
Who sold out of First Trust Large Cap Value Opp Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| OneAscent Financial Services | Jun 2024 | 24k | $1.8M |
| National Asset Management | Jun 2024 | 6.6k | $484k |
| Hrt Financial | Jun 2024 | 5.6k | $408k |
| Virtue Capital Management | Mar 2024 | 3.5k | $256k |
| Two Sigma Securities | Mar 2024 | 3.3k | $253k |