Who owns First Trust Large Cap Value Opp Fnd?
- Ticker: FTA
- CUSIP Number: 33735J101
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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 |
|---|---|---|---|---|---|
| UBS Group | 1.0M | $74M | 5% | Dec 2023 |
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| Advisor Group Holdings | 365k | $26M | -22% | Dec 2023 |
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| Bank of America Corporation | 354k | $25M | -7% | Dec 2023 |
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| Wells Fargo & Company | 289k | $20M | -17% | Dec 2023 |
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| Kaydan Wealth Management | 287k | $22M | 100% | Mar 2024 |
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| Royal Bank of Canada | 268k | $19M | -9% | Dec 2023 |
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| Kingsview Wealth Management | 254k | $18M | 39% | Dec 2023 |
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| Raymond James Financial Services Advisors | 252k | $18M | -15% | Dec 2023 |
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| Midwest Heritage Bank | 240k | $17M | -7% | Dec 2023 |
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| Private Advisor | 226k | $16M | 0% | Dec 2023 |
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| Raymond James & Associates | 207k | $15M | -17% | Dec 2023 |
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| Cambridge Investment Research Advisors | 156k | $11M | 29% | Dec 2023 |
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| Commonwealth Equity Services | 154k | $11M | 12% | Dec 2023 |
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| H D Vest Advisory Services | 138k | $9.8M | -6% | Dec 2023 |
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| Holistic Financial Partners | 126k | $8.9M | -5% | Dec 2023 |
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| Vestmark Advisory Solutions | 118k | $8.4M | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 106k | $7.5M | -45% | Dec 2023 |
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| AE Wealth Management | 103k | $7.2M | 2% | Dec 2023 |
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| Snowden Capital Advisors | 101k | $7.2M | -19% | Dec 2023 |
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| Coppell Advisory Solutions | 100k | $7.1M | 114% | Dec 2023 |
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| Janney Montgomery Scott | 85k | $6.0M | 3% | Dec 2023 |
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| Cottonwood Capital Advisors | 81k | $5.7M | -5% | Dec 2023 |
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| Bank of New York Mellon | 80k | $5.7M | -1% | Dec 2023 |
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| Assetmark | 68k | $4.8M | 44% | Dec 2023 |
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| Arkadios Wealth Advisors | 67k | $4.8M | 2% | Dec 2023 |
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| Goldman Sachs Group | 64k | $4.6M | 81% | Dec 2023 |
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| Kestra Private Wealth Services | 63k | $4.5M | -7% | Dec 2023 |
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| Fsb Premier Wealth Management | 57k | $4.0M | -3% | Dec 2023 |
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| Secure Asset Management | 56k | $4.0M | -3% | Dec 2023 |
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| Atria Wealth Solutions | 53k | $3.8M | 0% | Dec 2023 |
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| Kowal Investment Group | 52k | $3.7M | -4% | Dec 2023 |
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| IFP Advisors | 48k | $3.4M | -15% | Dec 2023 |
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| Stifel Financial | 48k | $3.4M | -5% | Dec 2023 |
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| Iams Wealth Management | 46k | $3.3M | -27% | Dec 2023 |
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| Intl Fcstone | 44k | $3.1M | -6% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 44k | $3.1M | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 38k | $2.7M | -7% | Dec 2023 |
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| Benjamin F. Edwards & Company | 38k | $2.7M | 3% | Dec 2023 |
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| Envestnet Portfolio Solutions | 38k | $2.7M | 100% | Dec 2023 |
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| LVZ Advisors | 35k | $2.5M | -17% | Dec 2023 |
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| SignalPoint Asset Management | 34k | $2.6M | -21% | Mar 2024 |
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| Atria Investments | 31k | $2.2M | 13% | Dec 2023 |
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| Steward Partners Investment Advisory | 31k | $2.2M | 4% | Dec 2023 |
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| Stratos Wealth Partners | 28k | $2.0M | 29% | Dec 2023 |
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| NewEdge Wealth | 27k | $1.9M | -20% | Dec 2023 |
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| Jpmorgan Chase & Co | 26k | $1.8M | -3% | Dec 2023 |
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| Park Avenue Securities | 26k | $1.9M | 1% | Mar 2024 |
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| Prospera Financial Services | 25k | $1.8M | 5% | Dec 2023 |
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| William Blair $ Company | 24k | $1.7M | -1% | Dec 2023 |
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| Triton Wealth Management, P | 24k | $1.7M | 0% | Dec 2023 |
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| Orion Portfolio Solutions | 24k | $1.7M | 7% | Dec 2023 |
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| Nbc Securities | 23k | $1.8M | -26% | Mar 2024 |
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| Trueblood Wealth Management | 22k | $1.6M | 100% | Dec 2023 |
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| Kestra Advisory Services | 22k | $1.6M | 1% | Dec 2023 |
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| Blackhawk Capital Partners | 22k | $1.6M | -28% | Dec 2023 |
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| Chicago Partners Investment | 22k | $1.5M | 4% | Dec 2023 |
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| Harbour Investments | 21k | $1.5M | -15% | Dec 2023 |
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| OneAscent Financial Services | 20k | $1.4M | 12% | Dec 2023 |
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| HighTower Advisors | 20k | $1.4M | -34% | Dec 2023 |
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| Western Wealth Management | 19k | $1.4M | 4% | Dec 2023 |
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| Silver Oak Securities | 19k | $1.3M | 3% | Dec 2023 |
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| Rockefeller Capital Management | 16k | $1.1M | 100% | Dec 2023 |
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| IFG Advisory | 16k | $1.1M | -14% | Dec 2023 |
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| Citadel Advisors | 16k | $1.1M | -59% | Dec 2023 |
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| Baird Financial | 14k | $1.0M | -75% | Dec 2023 |
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| Keystone Wealth Services | 13k | $1.0M | -2% | Mar 2024 |
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| Eukles Asset Management | 13k | $934k | -46% | Dec 2023 |
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| Pnc Financial Services | 13k | $906k | -74% | Dec 2023 |
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| Etfidea | 13k | $891k | 0% | Dec 2023 |
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| PFG Advisors | 12k | $871k | -3% | Dec 2023 |
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| Great Valley Advisor Group | 12k | $864k | 2% | Dec 2023 |
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| Global Retirement Partners | 12k | $841k | 38% | Dec 2023 |
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| Flow Traders US | 12k | $824k | 136% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 10k | $735k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 10k | $718k | 68% | Dec 2023 |
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| Pinnacle Family Advisors | 10k | $706k | -27% | Dec 2023 |
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| Concurrent Investment Advisors | 9.6k | $681k | 100% | Dec 2023 |
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| Sigma Planning | 9.6k | $679k | -61% | Dec 2023 |
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| Gladstone Institutional Advisory | 9.4k | $669k | -25% | Dec 2023 |
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| American Institute for Advanced Investment Management | 9.0k | $637k | 17% | Dec 2023 |
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| ABLE Financial Group | 8.9k | $633k | -5% | Dec 2023 |
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| National Asset Management | 8.6k | $607k | -35% | Dec 2023 |
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| Pine Valley Investments Ltd Liability | 8.5k | $602k | 8% | Dec 2023 |
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| Hanson McClain Advisors | 8.3k | $585k | -2% | Dec 2023 |
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| Private Portfolio Partners | 8.3k | $585k | 3% | Dec 2023 |
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| Tidemark | 8.1k | $577k | 100% | Dec 2023 |
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| Bsc Private Wealth Management | 7.9k | $559k | -11% | Dec 2023 |
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| Proequities | 7.9k | $556M | 5% | Dec 2023 |
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| Strategic Blueprint | 7.7k | $549k | -8% | Dec 2023 |
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| Meitav Dash Investments | 7.6k | $535k | -67% | Dec 2023 |
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| Well Done | 7.4k | $521k | 100% | Dec 2023 |
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| Mutual Advisors | 7.1k | $506k | -1% | Dec 2023 |
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| RFG Advisory | 6.8k | $519k | -3% | Mar 2024 |
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| Financial Advocates Investment Management | 6.4k | $456k | -9% | Dec 2023 |
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| PCA Investment Advisory Services | 6.4k | $453k | 0% | Dec 2023 |
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| MTM Investment Management | 6.3k | $445k | 0% | Dec 2023 |
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| Walkner Condon Financial Advisors | 6.1k | $432k | -44% | Dec 2023 |
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| Cedar Brook Financial Partners | 6.1k | $429k | 1% | Dec 2023 |
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| Independent Wealth Network | 5.7k | $439k | -2% | Mar 2024 |
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| Moloney Securities Asset Management | 5.7k | $402k | -7% | Dec 2023 |
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| Dfpg Investments | 5.7k | $400k | 0% | Dec 2023 |
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| Koshinski Asset Management | 5.5k | $387k | 67% | Dec 2023 |
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| Principal Securities | 5.2k | $369k | 100% | Dec 2023 |
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| Concorde Asset Management | 5.2k | $367k | -25% | Dec 2023 |
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| Tyler-Stone Wealth Management | 4.9k | $348k | -17% | Dec 2023 |
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| Horizon Family Wealth | 4.7k | $331k | 1% | Dec 2023 |
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| Ausdal Financial Partners | 4.5k | $345k | -21% | Mar 2024 |
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| Davenport & Co | 4.4k | $314k | -57% | Dec 2023 |
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| Empirical Asset Management | 4.4k | $310k | 1% | Dec 2023 |
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| AlphaMark Advisors | 4.3k | $307k | -1% | Dec 2023 |
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| WealthTrust Asset Management | 4.3k | $306k | 0% | Dec 2023 |
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| Spire Wealth Management | 4.2k | $290k | -20% | Dec 2023 |
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| ValMark Advisers | 4.1k | $294k | -32% | Dec 2023 |
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| Founders Financial Alliance | 4.1k | $288k | 14% | Dec 2023 |
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| BlueChip Wealth Advisors | 4.0k | $285k | 100% | Dec 2023 |
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| EPG Wealth Management | 3.9k | $274k | 0% | Dec 2023 |
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| Key Client Fiduciary Advisors | 3.8k | $269k | -19% | Dec 2023 |
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| Mercer Global Advisors | 3.7k | $263k | 0% | Dec 2023 |
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| Saxony Capital Management | 3.5k | $246k | 100% | Dec 2023 |
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| Virtue Capital Management | 3.4k | $242k | 100% | Dec 2023 |
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| Transcend Wealth Collective | 3.4k | $241k | -48% | Dec 2023 |
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| TrueWealth Advisors | 3.4k | $239k | -22% | Dec 2023 |
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| Sawtooth Asset Management | 3.3k | $233k | -6% | Dec 2023 |
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| Janney Capital Management | 3.3k | $231k | 0% | Dec 2023 |
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| Northwest Wealth Management | 3.1k | $217k | 100% | Dec 2023 |
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| Jane Street | 3.0k | $215k | -34% | Dec 2023 |
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| Centennial Wealth Advisory | 3.0k | $215k | -18% | Dec 2023 |
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| Wedbush Morgan Securities | 3.0k | $214k | 100% | Dec 2023 |
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| Benjamin Edwards | 3.0k | $214k | 7% | Dec 2023 |
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| Apollon Wealth Management | 2.9k | $207k | 100% | Dec 2023 |
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| ShoreHaven Wealth Partners | 2.9k | $207k | 100% | Dec 2023 |
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| Honkamp Krueger Financial Services | 2.9k | $202k | 100% | Dec 2023 |
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| Aprio Wealth Management | 2.8k | $210k | 100% | Mar 2024 |
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| Advisory Services Network | 2.7k | $188k | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 2.5k | $192k | 0% | Mar 2024 |
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| Us Bancorp | 2.3k | $161k | 1% | Dec 2023 |
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| Huntington National Bank | 1.9k | $135k | 0% | Dec 2023 |
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| Ronald Blue Trust | 1.7k | $110k | 100% | Dec 2023 |
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| CWM | 1.3k | $101k | 10% | Mar 2024 |
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| Halpern Financial | 1.0k | $79k | 0% | Mar 2024 |
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| Asset Dedication | 1.0k | $72k | 0% | Dec 2023 |
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| Sunbelt Securities | 761.00 | $54k | 0% | Dec 2023 |
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| Tucker Asset Management | 757.00 | $54k | -38% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 649.00 | $46k | -94% | Dec 2023 |
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| Smithfield Trust Company | 600.00 | $43k | 0% | Dec 2023 |
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| Citigroup | 600.00 | $43k | 0% | Dec 2023 |
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| Creative Capital Management Investments | 531.00 | $38k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 453.00 | $32k | 0% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 448.00 | $32k | 100% | Dec 2023 |
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| Private Trust Co Na | 430.00 | $31k | 0% | Dec 2023 |
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| Main Street Group | 360.00 | $26k | 100% | Dec 2023 |
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| Geneos Wealth Management | 346.00 | $25k | -20% | Dec 2023 |
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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 |
|---|---|---|---|
| Kraft, Davis & Associates | Sep 2023 | 39k | $2.5M |
| Virtu Financial | Sep 2023 | 20k | $1.3M |
| True Link Financial Advisors | Sep 2023 | 13k | $869k |
| Paul Damon & Associates | Sep 2023 | 5.1k | $331k |
| First Heartland Consultants | Sep 2023 | 5.0k | $322k |
| Captrust Financial Advisors | Sep 2023 | 4.3k | $276k |
| SeaCrest Wealth Management | Sep 2023 | 3.7k | $242k |
| 626 Financial | Sep 2023 | 3.4k | $218k |
| Massmutual Trust | Dec 2023 | 1.0k | $74k |
| Cape Investment Advisory | Sep 2023 | 367.00 | $24k |