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First Trust Large Cap Value Opp Fnd shares owned by Clear Point Advisors

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

Historical chart of Clear Point 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 Clear Point 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 Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $43k 542 79.10
2024-06-30 $40k 539 73.55
2024-03-31 $41k 536 76.42
2023-12-31 $38k 530 70.90

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View all positions for Clear Point Advisors

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
UBS Group
LPL Financial
Raymond James Financial
Envestnet Asset Management
IHT Wealth Management
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Kaydan Wealth Management
Raymond James Financial Services Advisors
Kingsview Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Integrated Wealth Concepts

View all funds holding First Trust Large Cap Value Opp Fnd