First Trust Large Cap Value Opp Fnd shares owned by Creative Planning
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in First Trust Large Cap Value Opp Fnd
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Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 40k | 83.33 |
| 2025-06-30 | $3.4M | 43k | 78.63 |
| 2025-03-31 | $7.3M | 95k | 76.72 |
| 2017-06-30 | $12k | 239 | 50.21 |
| 2016-06-30 | $20k | 500 | 40.00 |
| 2016-03-31 | $20k | 500 | 40.00 |
| 2015-12-31 | $19k | 500 | 38.00 |
| 2015-09-30 | $19k | 500 | 38.00 |
| 2015-03-31 | $110k | 2.5k | 43.77 |
| 2014-12-31 | $110k | 2.5k | 43.77 |
| 2014-09-30 | $107k | 2.5k | 42.58 |
| 2014-06-30 | $22k | 500 | 44.00 |
| 2014-03-31 | $21k | 500 | 42.00 |
| 2013-12-31 | $20k | 500 | 40.00 |
| 2013-09-30 | $10k | 260 | 38.46 |
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