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First Trust Large Cap Value Opp Fnd shares owned by Bsc Private Wealth Management

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

Historical chart of Bsc Private Wealth Management 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 Bsc Private Wealth Management 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 Bsc Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $559k 7.9k 70.84
2023-09-30 $572k 8.8k 64.78
2023-06-30 $654k 9.8k 66.68
2023-03-31 $653k 9.8k 66.40
2022-12-31 $1.1M 16k 65.81
2022-09-30 $1.1M 18k 57.66
2022-06-30 $1.1M 18k 62.11
2022-03-31 $1.3M 19k 70.51
2021-12-31 $1.4M 20k 69.90
2021-09-30 $1.3M 20k 64.42
2021-06-30 $1.5M 23k 65.67
2021-03-31 $1.5M 24k 63.63
2020-12-31 $1.4M 26k 54.94
2020-09-30 $1.2M 26k 46.67
2020-06-30 $1.2M 26k 45.47
2020-03-31 $1.3M 35k 36.79
2019-12-31 $3.2M 56k 56.52
2019-09-30 $3.7M 73k 51.56
2019-06-30 $4.1M 79k 52.14
2019-03-31 $4.9M 95k 51.58
2018-12-31 $4.7M 101k 46.23
2018-09-30 $5.8M 108k 54.14
2018-06-30 $5.7M 108k 52.32
2018-03-31 $5.6M 106k 52.74
2017-12-31 $5.6M 103k 54.63
2017-09-30 $5.2M 101k 51.31
2017-06-30 $4.9M 99k 50.04
2017-03-31 $4.7M 96k 48.73
2016-12-31 $4.5M 95k 47.24
2016-09-30 $3.9M 92k 42.34
2016-06-30 $3.7M 94k 39.41

More positions owned by Bsc Private Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Bsc Private Wealth Management

Top funds holding First Trust Large Cap Value Opp Fnd

UBS Group
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Wells Fargo & Company
Kaydan Wealth Management
Royal Bank of Canada
Kingsview Wealth Management
Private Advisor
Raymond James & Associates
Midwest Heritage Bank
Cambridge Investment Research Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd