Who owns First Trust Large Cap Value Opp Fnd?

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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
Morgan Stanley 2.6M $168M -8% Sep 2023
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UBS Group 1.0M $74M 5% Dec 2023
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LPL Financial 947k $61M -1% Sep 2023
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Envestnet Asset Management 730k $47M -21% Sep 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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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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Integrated Wealth Concepts 197k $13M -19% Sep 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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Financial Network Investment Corporation 151k $9.8M 5% Sep 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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Cetera Investment Advisers 126k $8.1M -7% Sep 2023
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Vestmark Advisory Solutions 118k $8.4M 2% Dec 2023
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Regal Investment Advisors 113k $7.3M 8% Sep 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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IHT Wealth Management 55k $3.6M -6% Sep 2023
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Atria Wealth Solutions 53k $3.8M 0% Dec 2023
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Mml Investors Services 53k $3.4M 0% Sep 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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SignalPoint Asset Management 43k $3.0M -2% Dec 2023
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Multi-Financial Securities 38k $2.5M -6% Sep 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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Nbc Securities 31k $2.2M -7% Dec 2023
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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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Gateway Wealth Partners 30k $2.0M 34% Sep 2023
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Goss Wealth Management 30k $1.9M 13% Sep 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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Prospera Financial Services 25k $1.8M 5% Dec 2023
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Park Avenue Securities 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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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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Equitable Holdings 21k $1.4M 4% Sep 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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Waterloo Capital 19k $1.2M 100% Sep 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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First Trust Advisors 19k $1.2M -1% Sep 2023
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Tower Research Capital 19k $1.2M 151% Sep 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 14k $968k -6% Dec 2023
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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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Brian McDonald 12k $790k 100% Sep 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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Susquehanna International 11k $717k -45% Sep 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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Sigma Planning 9.6k $679k -61% Dec 2023
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Oppenheimer & Co 9.5k $615k 3% Sep 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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Comerica Securities 8.8k $571k -1% Sep 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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Resources Investment Advisors 8.0k $517k -1% Sep 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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STAR Financial Bank 7.3k $476k -1% Sep 2023
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Mutual Advisors 7.1k $506k -1% Dec 2023
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RFG Advisory 7.0k $496k -22% Dec 2023
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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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1776 Wealth 6.3k $406k 0% Sep 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 5.9k $415k 0% Dec 2023
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Ausdal Financial Partners 5.7k $406k 10% Dec 2023
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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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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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Northwestern Mutual Wealth Management Company 4.0k $262k -19% Sep 2023
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BlueChip Wealth Advisors 4.0k $285k 100% Dec 2023
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Cresset Asset Management 4.0k $258k 1% Sep 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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GeoWealth Management 2.8k $183k -12% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 649.00 $46k -94% 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
Ignite Planners Sep 2023 9.1k $573k
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