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First Trust Large Cap Value Opp Fnd shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $218k 2.8k 78.63
2025-03-31 $1.6M 21k 76.72
2024-12-31 $2.4M 32k 76.46
2024-09-30 $4.2M 53k 79.13
2024-06-30 $3.8M 52k 73.60
2024-03-31 $3.8M 49k 76.38
2023-12-31 $3.8M 53k 70.84
2023-09-30 $3.4M 53k 64.78
2023-06-30 $4.1M 62k 66.68
2023-03-31 $3.7M 56k 66.40
2022-12-31 $4.0M 62k 65.81
2022-09-30 $4.0M 69k 57.68
2022-06-30 $3.6M 59k 62.11
2022-03-31 $4.6M 66k 70.51