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First Trust Large Cap Value Opp Fnd shares owned by Flagship Harbor Advisors

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

Historical chart of Flagship Harbor 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 Flagship Harbor 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 Flagship Harbor Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $308k 3.2k 95.29
2025-12-31 $1.6k 19 86.16

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Vanguard Index Fds MRNGSTR TTL STK (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Microsoft Corporation (MSFT)
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Trust For Professional Man Convergence Lng (CLSE)

View all positions for Flagship Harbor Advisors

Top funds holding First Trust Large Cap Value Opp Fnd

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

View all funds holding First Trust Large Cap Value Opp Fnd