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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
2024-06-30 $40k 539 73.55
2024-03-31 $41k 536 76.42
2023-12-31 $38k 530 70.90

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Schwab Us Broad Market Etf Uie (SCHB)
Pimco Enhanced Shrt Maturty Actv Etf Uie (MINT)
Spdr S&p 500 Etf Uie (SPY)
Innovator Us Equity Power Buffer Etf Uie (PJUN)
Spdr S&p Midcap 400 Etf Uie (MDY)
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First Trust Enhanced Short Mtrty Etf Uie (FTSM)
Wisdomtree Floating Ratetreasry Etf Uie (USFR)
Ft Vest Us Equity Bufferetf Uie (FMAY)
Graniteshares Gold Etf Uie (BAR)
Schwab Us Large Cap Etf Uie (SCHX)
Jpmorgan Ultra Shrt Muncipl Incm Etf Uie (JMST)

View all positions for Clear Point Advisors

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Kaydan Wealth Management
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Kingsview Wealth Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Private Advisor
Raymond James & Associates
Integrated Wealth Concepts
Midwest Heritage Bank
Cambridge Investment Research Advisors

View all funds holding First Trust Large Cap Value Opp Fnd