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First Trust Large Cap Value Opp Fnd shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in First Trust Large Cap Value Opp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Value Opp Fnd held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 2.9k 83.33

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Whitehall Fds High Div Yld (VYM)
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Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
UBS Group
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Royal Bank of Canada
IHT Wealth Management
Wells Fargo & Company
Integrated Wealth Concepts
Kingsview Wealth Management
Private Advisor
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding First Trust Large Cap Value Opp Fnd