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First Trust Large Cap Value Opp Fnd shares owned by Clear Investment Research

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

Historical chart of Clear Investment Research 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 Clear Investment Research 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 Clear Investment Research

Quarter filed Position value Share count Share price at filing
2026-03-31 $50k 537 92.33
2025-09-30 $44k 531 83.41

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Top funds holding First Trust Large Cap Value Opp Fnd

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

View all funds holding First Trust Large Cap Value Opp Fnd