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First Trust Large Cap Value Opp Fnd shares owned by Baird Financial

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

Historical chart of Baird Financial investment in First Trust Large Cap Value Opp Fnd

201620182020202220242M4M6M8M10M050k100k150k200k
Value ($)Share countHistorical FTA position of Baird Financial Source: stockzoa.comValue ($)Share count

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All positions including First Trust Large Cap Value Opp Fnd held by Baird Financial 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 Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 31k 83.33
2025-06-30 $2.4M 31k 78.63
2025-03-31 $764k 10k 76.72
2024-12-31 $780k 10k 76.46
2024-09-30 $874k 11k 79.13
2024-06-30 $906k 12k 73.60
2024-03-31 $1.0M 14k 76.38
2023-12-31 $1.0M 14k 70.84
2023-09-30 $3.6M 56k 64.78
2023-06-30 $2.6M 39k 66.68
2023-03-31 $3.9M 58k 66.40
2022-12-31 $3.4M 52k 65.80
2022-09-30 $2.3M 40k 57.69
2022-06-30 $5.5M 89k 62.11
2022-03-31 $4.9M 69k 70.52
2021-12-31 $4.4M 64k 69.89
2021-09-30 $2.2M 34k 64.42
2021-06-30 $2.3M 35k 65.66
2021-03-31 $2.3M 37k 63.65
2020-12-31 $1.9M 34k 54.93
2020-09-30 $673k 14k 46.69
2020-06-30 $9.7M 172k 56.51
2020-03-31 $4.0M 109k 36.80
2019-12-31 $10M 180k 56.51
2019-09-30 $8.1M 158k 51.58
2019-06-30 $8.1M 156k 52.14
2019-03-31 $3.6M 70k 51.57
2018-12-31 $3.0M 66k 46.23
2018-09-30 $3.6M 66k 54.13
2018-06-30 $2.5M 48k 52.32
2018-03-31 $2.3M 44k 52.74
2017-12-31 $2.3M 43k 54.63
2017-09-30 $2.1M 42k 51.10
2017-06-30 $2.1M 41k 50.19
2017-03-31 $2.0M 40k 49.30
2016-12-31 $1.8M 39k 46.88
2016-09-30 $1.6M 38k 42.59
2016-06-30 $1.6M 39k 39.91
2016-03-31 $5.5M 136k 40.64
2015-12-31 $8.3M 216k 38.44
2015-09-30 $7.5M 199k 37.76
2015-06-30 $7.8M 184k 42.45

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Ge Aerospace Common (GE)
Ge Vernova Common (GEV)
Progressive Corp Common (PGR)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)

View all positions for Baird Financial

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