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First Trust Large Cap Value Opp Fnd shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.8M 138k 70.84
2023-09-30 $9.5M 146k 64.78
2023-06-30 $9.8M 146k 66.68
2023-03-31 $9.2M 139k 66.40
2022-12-31 $9.2M 141k 65.81
2022-09-30 $7.3M 127k 57.68
2022-06-30 $8.1M 130k 62.11
2022-03-31 $9.5M 134k 70.49
2021-12-31 $9.2M 132k 69.88
2021-09-30 $7.2M 112k 64.43
2021-06-30 $7.2M 110k 65.70
2021-03-31 $7.1M 111k 63.65
2020-12-31 $5.2M 95k 54.97
2020-09-30 $3.1M 66k 46.72
2020-06-30 $2.1M 46k 45.55
2020-03-31 $2.2M 60k 36.80
2019-12-31 $2.4M 43k 56.64