C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors »

First Trust Large Cap Value Opp Fnd shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors from 13F filings

Historical chart of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 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 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 2.2k 96.80
2024-12-31 $671k 15k 45.70

More positions owned by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Spdr Series Trust St Str P500etf (SPYM)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust ST STR P500GRW (SPYG)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
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

View all funds holding First Trust Large Cap Value Opp Fnd