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 | $109M | 5% | Jun 2026 |
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| UBS Group | 779k | $75M | -20% | Jun 2026 |
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| Royal Bank of Canada | 456k | $44M | 52% | Jun 2026 |
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| Envestnet Asset Management | 388k | $38M | -3% | Jun 2026 |
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| Bank of America Corporation | 383k | $37M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 344k | $33M | 0% | Jun 2026 |
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| Raymond James Financial | 312k | $30M | 6% | Jun 2026 |
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| Wells Fargo & Company | 198k | $19M | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 197k | $19M | -1% | Jun 2026 |
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| Kingsview Wealth Management | 177k | $16M | -8% | Mar 2026 |
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| Goss Wealth Management | 161k | $16M | 3% | Jun 2026 |
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| Assetmark | 147k | $14M | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 142k | $14M | -3% | Jun 2026 |
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| Private Advisor | 133k | $13M | -8% | Jun 2026 |
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| Advisor Group Holdings | 125k | $12M | 7% | Jun 2026 |
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| Benjamin Edwards | 114k | $11M | 9% | Jun 2026 |
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| Goldman Sachs Group | 103k | $10M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 92k | $8.9M | -29% | Jun 2026 |
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| Kaydan Wealth Management | 87k | $8.4M | -2% | Jun 2026 |
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| Branch Banking & Trust Company | 84k | $8.1M | 19% | Jun 2026 |
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| IHT Wealth Management | 81k | $7.8M | 1% | Jun 2026 |
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| Harbour Investments | 80k | $7.8M | 5% | Jun 2026 |
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| Holistic Financial Partners | 78k | $7.6M | -44% | Jun 2026 |
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| Stifel Financial | 78k | $7.5M | 13% | Jun 2026 |
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| Baird Financial | 75k | $7.2M | -1% | Jun 2026 |
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| Vestmark Advisory Solutions | 70k | $6.8M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 69k | $6.7M | -4% | Jun 2026 |
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| Snowden Capital Advisors | 59k | $5.7M | 3% | Jun 2026 |
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| Cottonwood Capital Advisors | 58k | $5.6M | 0% | Jun 2026 |
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| Greenup Street Wealth Management | 45k | $4.3M | 100% | Jun 2026 |
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| Midwest Heritage Bank | 44k | $4.2M | -6% | Jun 2026 |
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| Prospera Financial Services | 43k | $4.1M | -3% | Jun 2026 |
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| Creative Planning | 42k | $4.1M | 1% | Jun 2026 |
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| Trueblood Wealth Management | 42k | $4.0M | 1% | Jun 2026 |
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| IFP Advisors | 40k | $3.9M | -3% | Jun 2026 |
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| Gateway Wealth Partners | 38k | $3.7M | -45% | Jun 2026 |
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| Bank of New York Mellon | 38k | $3.6M | -11% | Jun 2026 |
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| Atria Investments | 36k | $3.5M | -3% | Jun 2026 |
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| D.A. Davidson & Co. | 36k | $3.5M | -4% | Jun 2026 |
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| Jones Financial Companies, L.L | 29k | $2.9M | 29% | Jun 2026 |
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| Iams Wealth Management | 29k | $2.8M | 4% | Jun 2026 |
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| Virtu Financial | 29k | $2.8M | 130% | Jun 2026 |
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| AE Wealth Management | 28k | $2.7M | -7% | Jun 2026 |
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| Regal Investment Advisors | 28k | $2.7M | 0% | Jun 2026 |
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| CLS Investments | 24k | $2.3M | -6% | Jun 2026 |
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| Triton Wealth Management, P | 23k | $2.2M | 0% | Jun 2026 |
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| Fsb Premier Wealth Management | 21k | $2.0M | -2% | Jun 2026 |
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| Park Avenue Securities | 21k | $2.0M | -6% | Jun 2026 |
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| Kestra Advisory Services | 21k | $2.0M | 0% | Jun 2026 |
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| OneAscent Financial Services | 20k | $2.0M | -1% | Jun 2026 |
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| Jpmorgan Chase & Co | 20k | $2.0M | 100% | Jun 2026 |
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| Sanctuary Advisors | 19k | $1.9M | 0% | Jun 2026 |
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| Equitable Holdings | 18k | $1.8M | -2% | Jun 2026 |
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| Midwest Financial Network | 18k | $1.7M | -19% | Jun 2026 |
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| LaSalle St. Investment Advisors | 17k | $1.6M | 0% | Jun 2026 |
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| Susquehanna International | 17k | $1.6M | -30% | Jun 2026 |
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| Ubs Global Asset Management Americas | 17k | $1.6M | 0% | Jun 2026 |
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| HBW Advisory Services | 16k | $1.5M | 2% | Jun 2026 |
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| Daymark Wealth Partners | 15k | $1.5M | 326% | Jun 2026 |
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| Mml Investors Services | 15k | $1.5M | 12% | Jun 2026 |
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| RFG Advisory | 15k | $1.4M | -31% | Jun 2026 |
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| Kestra Private Wealth Services | 15k | $1.4M | -3% | Jun 2026 |
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| Parallel Advisors | 15k | $1.4M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 15k | $1.4M | 0% | Jun 2026 |
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| Warren Averett Asset Management | 14k | $1.4M | 2% | Jun 2026 |
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| Arkadios Wealth Advisors | 14k | $1.4M | -2% | Jun 2026 |
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| Western Wealth Management | 13k | $1.3M | -4% | Jun 2026 |
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| Tcfg Wealth Management | 13k | $1.2M | 0% | Mar 2026 |
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| TCFG Investment Advisors | 13k | $1.3M | 0% | Jun 2026 |
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| Chicago Partners Investment | 13k | $1.3M | 0% | Jun 2026 |
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| Citadel Advisors | 13k | $1.2M | -67% | Jun 2026 |
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| NewEdge Wealth | 13k | $1.2M | -25% | Jun 2026 |
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| Jane Street | 12k | $1.2M | -25% | Jun 2026 |
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| Stratos Wealth Partners | 12k | $1.2M | -7% | Jun 2026 |
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| Great Valley Advisor Group | 12k | $1.1M | -3% | Jun 2026 |
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| Coppell Advisory Solutions | 12k | $1.3M | 100% | Jun 2026 |
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| Winebrenner Capital Management | 12k | $1.1M | -1% | Jun 2026 |
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| Sun Financial | 11k | $1.2M | -8% | Jun 2026 |
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| Proactive Wealth Strategies | 11k | $1.1M | 0% | Jun 2026 |
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| RMR Capital Management | 11k | $1.1M | -1% | Jun 2026 |
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| Pnc Financial Services | 10k | $991k | 2% | Jun 2026 |
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| First Trust Advisors | 10k | $967k | -23% | Jun 2026 |
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| Mpwm Advisory Solutions | 9.7k | $938k | 1% | Jun 2026 |
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| Concurrent Investment Advisors | 9.2k | $889k | -2% | Jun 2026 |
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| Hanson McClain Advisors | 8.8k | $855k | 2% | Jun 2026 |
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| Keystone Wealth Services | 8.8k | $850k | -6% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 8.8k | $849k | 17% | Jun 2026 |
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| Mutual Advisors | 8.4k | $813k | 11% | Jun 2026 |
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| Fifth Third Bancorp | 8.0k | $774k | 14% | Jun 2026 |
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| Independent Financial Group | 7.7k | $750k | -16% | Jun 2026 |
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| Blackhawk Capital Partners | 7.7k | $748k | -16% | Jun 2026 |
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| Eukles Asset Management | 7.7k | $743k | -1% | Jun 2026 |
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| Morey & Quinn Wealth Partners | 7.7k | $741k | 0% | Jun 2026 |
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| Meitav Dash Investments | 7.6k | $731k | 0% | Jun 2026 |
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| Three Seasons Wealth | 7.3k | $704k | -1% | Jun 2026 |
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| Envestnet Portfolio Solutions | 7.2k | $699k | -2% | Jun 2026 |
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| Asset Allocation Strategies | 7.2k | $698k | 60% | Jun 2026 |
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| HighTower Advisors | 7.1k | $686k | -2% | Jun 2026 |
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| Oppenheimer & Co | 7.0k | $676k | -1% | Jun 2026 |
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| Pinnacle Family Advisors | 6.8k | $661k | 0% | Jun 2026 |
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| Vise Technologies | 6.5k | $630k | 100% | Jun 2026 |
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| Gladstone Institutional Advisory | 6.5k | $629k | 0% | Jun 2026 |
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| FMR | 6.5k | $627k | 0% | Jun 2026 |
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| Novem Group | 6.4k | $624k | 5% | Jun 2026 |
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| Founders Financial Alliance | 6.4k | $621k | 1% | Jun 2026 |
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| Steward Partners Investment Advisory | 6.4k | $620k | 0% | Jun 2026 |
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| Independent Wealth Network | 6.4k | $617k | 19% | Jun 2026 |
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| Keating Financial Advisory Services | 6.3k | $608k | 0% | Jun 2026 |
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| STAR Financial Bank | 6.3k | $608k | 0% | Jun 2026 |
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| PFG Advisors | 6.3k | $607k | -9% | Jun 2026 |
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| Bsc Private Wealth Management | 6.2k | $604k | -3% | Jun 2026 |
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| IFS Group | 6.2k | $601k | 0% | Jun 2026 |
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| IFG Advisory | 6.1k | $594k | 100% | Jun 2026 |
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| We Are One Seven | 6.0k | $576k | 3% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 5.9k | $567k | 65% | Jun 2026 |
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| Tradewinds | 5.8k | $236k | 100% | Jun 2026 |
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| Integrity Alliance | 5.7k | $556k | 19% | Jun 2026 |
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| American Institute for Advanced Investment Management | 5.6k | $541k | -1% | Jun 2026 |
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| Rockefeller Capital Management | 5.6k | $539k | -2% | Jun 2026 |
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| Richmond Investment Services | 5.6k | $538k | -55% | Jun 2026 |
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| Sigma Planning | 5.6k | $538k | -5% | Jun 2026 |
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| Beacon Pointe Advisors | 5.5k | $536k | 100% | Jun 2026 |
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| Kraft, Davis & Associates | 5.1k | $501k | 0% | Jun 2026 |
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| Global Retirement Partners | 4.9k | $475k | -4% | Jun 2026 |
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| Kingswood Wealth Advisors | 4.8k | $463k | -1% | Jun 2026 |
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| Vaquero Private Wealth | 4.7k | $455k | 100% | Jun 2026 |
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| Hrt Financial | 4.7k | $452k | 100% | Jun 2026 |
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| Mercer Global Advisors | 4.6k | $450k | -36% | Jun 2026 |
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| BlueChip Wealth Advisors | 4.5k | $437k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 4.3k | $417k | -6% | Jun 2026 |
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| Apollon Wealth Management | 4.3k | $417k | 1% | Jun 2026 |
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| WealthTrust Asset Management | 4.3k | $412k | 0% | Jun 2026 |
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| 1776 Wealth | 4.2k | $409k | 0% | Jun 2026 |
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| KPP Advisory Services | 4.2k | $405k | 0% | Jun 2026 |
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| Principal Securities | 4.2k | $402k | -8% | Jun 2026 |
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| ValMark Advisers | 4.1k | $401k | 0% | Jun 2026 |
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| Tower Research Capital | 4.0k | $384k | 100% | Jun 2026 |
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| Ashton Thomas Private Wealth | 3.8k | $369k | -14% | Jun 2026 |
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| Sequent Planning | 3.6k | $349k | 10% | Jun 2026 |
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| Private Client Services | 3.5k | $337k | -1% | Jun 2026 |
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| Invesco | 3.4k | $327k | 0% | Jun 2026 |
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| GeoWealth Management | 3.2k | $309k | 4% | Jun 2026 |
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| ABLE Financial Group | 3.2k | $308k | -3% | Jun 2026 |
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| Tidemark | 3.2k | $307k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.0k | $297k | 100% | Jun 2026 |
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| Buckingham Strategic Partners | 3.0k | $286k | 0% | Jun 2026 |
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| Wesbanco Trust And Investments | 2.9k | $286k | 0% | Jun 2026 |
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| Koshinski Asset Management | 2.9k | $269k | 0% | Mar 2026 |
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| Intl Fcstone | 2.9k | $277k | -38% | Jun 2026 |
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| Pensionmark Financial Group | 2.8k | $265k | -9% | Jun 2026 |
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| Retirement Planning Group | 2.7k | $264k | -7% | Jun 2026 |
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| Farther Finance Advisors | 1.3k | $121k | -81% | Jun 2026 |
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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 |
|---|---|---|---|
| Bnp Paribas Arbitrage, Snc | Mar 2026 | 50k | $4.6M |
| Independent Advisor Alliance | Mar 2026 | 40k | $3.7M |
| Pacific Excel Wealth Advisors | Mar 2026 | 16k | $1.5M |
| Belvedere Trading | Mar 2026 | 12k | $1.1M |
| Flow Traders US | Mar 2026 | 7.6k | $701k |
| Custom Index Systems | Mar 2026 | 4.2k | $386k |
| Patriot Financial Group Insurance Agency | Mar 2026 | 3.8k | $350k |
| Index Technologies Group | Mar 2026 | 3.4k | $318k |
| Wealthcare Advisory Partners | Mar 2026 | 2.9k | $266k |