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 | 1.8M | $167M | -10% | Mar 2026 |
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| LPL Financial | 1.1M | $99M | 7% | Mar 2026 |
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| UBS Group | 968k | $89M | 0% | Mar 2026 |
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| Envestnet Asset Management | 401k | $37M | 0% | Mar 2026 |
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| Bank of America Corporation | 391k | $36M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 345k | $32M | 0% | Mar 2026 |
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| Royal Bank of Canada | 299k | $28M | 10% | Mar 2026 |
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| Raymond James Financial | 237k | $20M | -19% | Dec 2025 |
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| Integrated Wealth Concepts | 199k | $18M | 1835% | Mar 2026 |
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| Wells Fargo & Company | 197k | $18M | 1% | Mar 2026 |
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| Kingsview Wealth Management | 177k | $16M | -8% | Mar 2026 |
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| Goss Wealth Management | 156k | $14M | 57% | Mar 2026 |
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| Cambridge Investment Research Advisors | 146k | $14M | -8% | Mar 2026 |
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| Private Advisor | 144k | $13M | -5% | Mar 2026 |
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| Holistic Financial Partners | 141k | $13M | 2% | Mar 2026 |
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| Assetmark | 139k | $13M | -2% | Mar 2026 |
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| Advisor Group Holdings | 135k | $12M | -4% | Dec 2025 |
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| Commonwealth Equity Services | 129k | $12M | -3% | Mar 2026 |
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| Benjamin Edwards | 105k | $9.7M | 11% | Mar 2026 |
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| Goldman Sachs Group | 102k | $9.5M | 21% | Mar 2026 |
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| Kaydan Wealth Management | 89k | $8.2M | 0% | Mar 2026 |
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| IHT Wealth Management | 88k | $7.6M | -59% | Dec 2025 |
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| Harbour Investments | 76k | $7.0M | -24% | Mar 2026 |
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| Janney Montgomery Scott | 72k | $6.7M | 11% | Mar 2026 |
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| Branch Banking & Trust Company | 70k | $6.5M | -8% | Mar 2026 |
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| Vestmark Advisory Solutions | 70k | $6.5M | -27% | Mar 2026 |
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| Gateway Wealth Partners | 69k | $6.4M | 104% | Mar 2026 |
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| Stifel Financial | 69k | $6.4M | 19% | Mar 2026 |
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| Cottonwood Capital Advisors | 58k | $5.3M | -4% | Mar 2026 |
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| Snowden Capital Advisors | 55k | $4.8M | 0% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 50k | $4.6M | 100% | Mar 2026 |
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| Midwest Heritage Bank | 46k | $4.3M | -16% | Mar 2026 |
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| Prospera Financial Services | 44k | $4.1M | 4% | Mar 2026 |
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| Bank of New York Mellon | 42k | $3.9M | 5% | Mar 2026 |
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| IFP Advisors | 42k | $3.9M | -2% | Mar 2026 |
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| Creative Planning | 42k | $3.9M | 5% | Mar 2026 |
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| Trueblood Wealth Management | 41k | $3.8M | 0% | Mar 2026 |
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| Independent Advisor Alliance | 40k | $3.7M | 100% | Mar 2026 |
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| Citadel Advisors | 39k | $3.6M | 922% | Mar 2026 |
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| Atria Investments | 38k | $3.5M | -8% | Mar 2026 |
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| D.A. Davidson & Co. | 37k | $3.5M | -1% | Mar 2026 |
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| Baird Financial | 31k | $2.7M | 0% | Dec 2025 |
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| AE Wealth Management | 30k | $2.8M | -57% | Mar 2026 |
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| Regal Investment Advisors | 28k | $2.4M | -3% | Dec 2025 |
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| Iams Wealth Management | 27k | $2.5M | -13% | Mar 2026 |
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| CLS Investments | 26k | $2.4M | 2% | Mar 2026 |
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| Triton Wealth Management, P | 23k | $2.1M | 0% | Mar 2026 |
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| Coppell Advisory Solutions | 23k | $2.0M | -1% | Dec 2025 |
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| Park Avenue Securities | 22k | $2.0M | 1% | Mar 2026 |
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| Midwest Financial Network | 22k | $2.0M | -23% | Mar 2026 |
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| RFG Advisory | 22k | $2.0M | 394% | Mar 2026 |
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| Fsb Premier Wealth Management | 21k | $2.0M | -3% | Mar 2026 |
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| OneAscent Financial Services | 21k | $1.9M | -7% | Mar 2026 |
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| Kestra Advisory Services | 21k | $1.9M | 5% | Mar 2026 |
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| Sanctuary Advisors | 19k | $1.8M | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 19k | $1.7M | 24% | Dec 2025 |
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| Equitable Holdings | 19k | $1.6M | -2% | Mar 2026 |
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| LaSalle St. Investment Advisors | 17k | $1.6M | 0% | Mar 2026 |
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| NewEdge Wealth | 17k | $1.6M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 17k | $1.5M | 2176% | Mar 2026 |
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| Jane Street | 16k | $1.5M | 100% | Mar 2026 |
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| Pacific Excel Wealth Advisors | 16k | $1.5M | 61% | Mar 2026 |
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| Kestra Private Wealth Services | 15k | $1.4M | -64% | Mar 2026 |
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| HBW Advisory Services | 15k | $1.4M | 2% | Mar 2026 |
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| Parallel Advisors | 15k | $1.4M | 558% | Mar 2026 |
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| Arkadios Wealth Advisors | 15k | $1.3M | 9% | Mar 2026 |
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| Mariner Wealth Advisors | 15k | $1.3M | -3% | Mar 2026 |
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| Warren Averett Asset Management | 14k | $1.2M | -6% | Dec 2025 |
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| Western Wealth Management | 14k | $1.3M | -8% | Mar 2026 |
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| Mml Investors Services | 14k | $1.3M | -2% | Mar 2026 |
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| Tcfg Wealth Management | 13k | $1.2M | 0% | Mar 2026 |
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| TCFG Investment Advisors | 13k | $1.2M | 100% | Mar 2026 |
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| First Trust Advisors | 13k | $1.2M | -9% | Mar 2026 |
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| Stratos Wealth Partners | 13k | $1.2M | -8% | Mar 2026 |
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| Chicago Partners Investment | 13k | $1.2M | 0% | Mar 2026 |
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| Richmond Investment Services | 13k | $1.2M | -6% | Mar 2026 |
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| Sun Financial | 12k | $1.1M | 3% | Mar 2026 |
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| Belvedere Trading | 12k | $1.1M | 100% | Mar 2026 |
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| Great Valley Advisor Group | 12k | $1.1M | 3% | Mar 2026 |
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| Winebrenner Capital Management | 12k | $1.1M | 0% | Mar 2026 |
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| Susquehanna International | 12k | $1.0M | -50% | Dec 2025 |
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| Proactive Wealth Strategies | 11k | $1.0M | 101% | Mar 2026 |
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| RMR Capital Management | 11k | $1.0M | 0% | Mar 2026 |
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| Pnc Financial Services | 10k | $928k | 0% | Mar 2026 |
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| Mpwm Advisory Solutions | 9.6k | $884k | 1% | Mar 2026 |
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| Keystone Wealth Services | 9.4k | $866k | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 9.4k | $866k | 1% | Mar 2026 |
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| Independent Financial Group | 9.3k | $856k | -6% | Mar 2026 |
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| Blackhawk Capital Partners | 9.2k | $845k | 5% | Mar 2026 |
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| Hanson McClain Advisors | 8.9k | $767k | -3% | Dec 2025 |
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| Eukles Asset Management | 7.8k | $716k | -12% | Mar 2026 |
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| Morey & Quinn Wealth Partners | 7.7k | $707k | 0% | Mar 2026 |
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| Flow Traders US | 7.6k | $701k | 110% | Mar 2026 |
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| Mutual Advisors | 7.6k | $701k | 1% | Mar 2026 |
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| Brian McDonald | 7.6k | $651k | -12% | Dec 2025 |
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| Meitav Dash Investments | 7.6k | $697k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 7.5k | $693k | 19% | Mar 2026 |
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| Envestnet Portfolio Solutions | 7.4k | $682k | -5% | Mar 2026 |
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| Three Seasons Wealth | 7.4k | $679k | -8% | Mar 2026 |
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| HighTower Advisors | 7.3k | $671k | 4% | Mar 2026 |
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| Mercer Global Advisors | 7.2k | $668k | 159% | Mar 2026 |
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| Oppenheimer & Co | 7.1k | $651k | -4% | Mar 2026 |
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| Fifth Third Bancorp | 7.0k | $646k | 100% | Mar 2026 |
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| Pinnacle Family Advisors | 6.9k | $598k | 0% | Dec 2025 |
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| PFG Advisors | 6.9k | $638k | -25% | Mar 2026 |
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| Gladstone Institutional Advisory | 6.5k | $599k | 9% | Mar 2026 |
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| Farther Finance Advisors | 6.5k | $595k | 438% | Mar 2026 |
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| Steward Partners Investment Advisory | 6.4k | $593k | -1% | Mar 2026 |
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| Bsc Private Wealth Management | 6.4k | $592k | 0% | Mar 2026 |
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| Founders Financial Alliance | 6.4k | $587k | 3% | Mar 2026 |
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| Keating Financial Advisory Services | 6.3k | $580k | 100% | Mar 2026 |
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| STAR Financial Bank | 6.3k | $580k | -3% | Mar 2026 |
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| IFS Group | 6.2k | $576k | 100% | Mar 2026 |
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| Novem Group | 6.2k | $569k | 100% | Mar 2026 |
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| Sigma Planning | 5.8k | $538k | 11% | Mar 2026 |
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| Rockefeller Capital Management | 5.7k | $527k | -2% | Mar 2026 |
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| MGB Wealth Management | 5.6k | $487k | 0% | Dec 2025 |
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| American Institute for Advanced Investment Management | 5.6k | $519k | -1% | Mar 2026 |
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| Independent Wealth Network | 5.4k | $495k | -5% | Mar 2026 |
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| Kraft, Davis & Associates | 5.1k | $487k | 0% | Mar 2026 |
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| Global Retirement Partners | 5.1k | $440k | -49% | Dec 2025 |
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| Integrity Alliance | 4.8k | $445k | 51% | Mar 2026 |
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| Kingswood Wealth Advisors | 4.8k | $445k | 100% | Mar 2026 |
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| Wedbush Morgan Securities | 4.6k | $425k | 9% | Mar 2026 |
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| Intl Fcstone | 4.6k | $424k | -69% | Mar 2026 |
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| BlueChip Wealth Advisors | 4.5k | $417k | -26% | Mar 2026 |
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| Principal Securities | 4.5k | $417k | 6% | Mar 2026 |
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| Asset Allocation Strategies | 4.5k | $417k | -19% | Mar 2026 |
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| Ashton Thomas Private Wealth | 4.5k | $411k | -15% | Mar 2026 |
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| WealthTrust Asset Management | 4.3k | $393k | 49% | Mar 2026 |
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| Apollon Wealth Management | 4.3k | $393k | -5% | Mar 2026 |
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| FMR | 4.2k | $365k | 0% | Dec 2025 |
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| 1776 Wealth | 4.2k | $390k | 0% | Mar 2026 |
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| KPP Advisory Services | 4.2k | $387k | 0% | Mar 2026 |
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| Custom Index Systems | 4.2k | $386k | 100% | Mar 2026 |
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| ValMark Advisers | 4.1k | $383k | 0% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 3.8k | $350k | 100% | Mar 2026 |
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| Daymark Wealth Partners | 3.6k | $333k | -14% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 3.6k | $308k | 16% | Dec 2025 |
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| Private Client Services | 3.5k | $326k | -4% | Mar 2026 |
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| Index Technologies Group | 3.4k | $318k | 100% | Mar 2026 |
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| Invesco | 3.4k | $312k | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 3.4k | $291k | 0% | Dec 2025 |
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| Sequent Planning | 3.3k | $303k | 20% | Mar 2026 |
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| ABLE Financial Group | 3.3k | $303k | -13% | Mar 2026 |
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| Janney Capital Management | 3.3k | $281k | 0% | Dec 2025 |
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| Tidemark | 3.2k | $293k | 0% | Mar 2026 |
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| GeoWealth Management | 3.1k | $283k | -23% | Mar 2026 |
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| Pensionmark Financial Group | 3.0k | $280k | 2% | Mar 2026 |
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| Buckingham Strategic Partners | 3.0k | $273k | 0% | Mar 2026 |
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| Wesbanco Trust And Investments | 2.9k | $272k | -9% | Mar 2026 |
|
| Silver Oak Securities | 2.3k | $211k | -88% | Mar 2026 |
|
| Tucker Asset Management | 2.3k | $194k | -24% | Dec 2025 |
|
Who sold out of First Trust Large Cap Value Opp Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 20k | $1.7M |
| IFG Advisory | Dec 2025 | 4.5k | $391k |
| Davenport & Co | Dec 2025 | 4.3k | $374k |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.0k | $265k |