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First Trust Large Cap Value Opp Fnd shares owned by BFC Planning

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

Historical chart of BFC Planning 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 BFC Planning 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 BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $311k 3.2k 96.80
2026-03-31 $62k 675 92.35
2025-12-31 $106k 1.2k 86.13
2025-09-30 $57k 688 83.33
2025-06-30 $54k 688 78.63
2025-03-31 $54k 706 76.72
2024-12-31 $60k 784 76.46

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View all positions for BFC Planning

Top funds holding First Trust Large Cap Value Opp Fnd

LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Bank of America Corporation
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Integrated Wealth Concepts
Kingsview Wealth Management
Goss Wealth Management
Assetmark
Cambridge Investment Research Advisors
Private Advisor
Advisor Group Holdings

View all funds holding First Trust Large Cap Value Opp Fnd