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First Trust Large Cap Value Opp Fnd shares owned by Custom Index Systems

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Custom Index Systems from 13F filings

Historical chart of Custom Index Systems 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 Custom Index Systems 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 Custom Index Systems

Quarter filed Position value Share count Share price at filing
2026-03-31 $386k 4.2k 92.35

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View all positions for Custom Index Systems

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
Cambridge Investment Research Advisors
Private Advisor
Holistic Financial Partners
Assetmark

View all funds holding First Trust Large Cap Value Opp Fnd