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First Trust Large Cap Value Opp Fnd shares owned by HBW Advisory Services

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

Historical chart of HBW Advisory Services investment in First Trust Large Cap Value Opp Fnd

Jan 2025Mar 2025May 2025Jul 2025Sep 2025400k500k600k5000600070008000
Value ($)Share countHistorical FTA position of HBW Advisory Services Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including First Trust Large Cap Value Opp Fnd held by HBW 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 HBW Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $433k 5.2k 83.33
2025-06-30 $363k 4.6k 78.63
2025-03-31 $340k 4.4k 76.72
2024-12-31 $655k 8.6k 76.46

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View all positions for HBW Advisory Services

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
UBS Group
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Royal Bank of Canada
IHT Wealth Management
Wells Fargo & Company
Integrated Wealth Concepts
Kingsview Wealth Management
Private Advisor
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding First Trust Large Cap Value Opp Fnd