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First Trust Large Cap Value Opp Fnd shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors investment in First Trust Large Cap Value Opp Fnd

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All positions including First Trust Large Cap Value Opp Fnd held by HighTower 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 HighTower Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 23k 73.57
2024-03-31 $1.8M 24k 76.24
2023-12-31 $1.4M 20k 70.89
2023-09-30 $2.0M 31k 64.82
2023-06-30 $2.0M 29k 66.76
2023-03-31 $2.0M 30k 66.57
2022-12-31 $2.4M 36k 65.86
2022-09-30 $2.2M 39k 57.72
2022-06-30 $2.3M 37k 62.00
2022-03-31 $2.6M 37k 70.53
2021-12-31 $2.5M 35k 69.94
2021-09-30 $2.0M 32k 64.47
2021-06-30 $2.0M 30k 65.70
2021-03-31 $2.2M 34k 63.58
2020-12-31 $1.9M 35k 54.94
2020-09-30 $1.7M 36k 46.69
2020-06-30 $1.3M 29k 45.44
2020-03-31 $1.3M 35k 36.76
2019-12-31 $2.3M 41k 56.53
2019-09-30 $2.2M 42k 51.45
2019-06-30 $2.1M 41k 52.13
2019-03-31 $2.3M 44k 51.49
2018-12-31 $1.9M 41k 46.21
2018-09-30 $2.7M 51k 54.16
2018-06-30 $2.3M 44k 52.30
2018-03-31 $2.3M 44k 52.67
2017-12-31 $2.0M 36k 54.71
2017-09-30 $1.6M 32k 51.02
2017-06-30 $7.9M 158k 50.31
2017-03-31 $7.9M 159k 49.33
2016-12-31 $6.8M 145k 46.86
2016-09-30 $6.3M 149k 42.59
2016-06-30 $7.3M 184k 39.90
2016-03-31 $7.7M 189k 40.64
2015-12-31 $7.5M 195k 38.43
2015-09-30 $5.5M 147k 37.73
2015-06-30 $6.1M 145k 42.45
2015-03-31 $5.7M 130k 43.75
2014-12-31 $5.1M 117k 43.72
2014-09-30 $4.5M 105k 42.47

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Johnson & Johnson (JNJ)

View all positions for HighTower Advisors

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Kaydan Wealth Management
Cetera Investment Advisers
Bank of America Corporation
Royal Bank of Canada
International Assets Investment Management
Kingsview Wealth Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Advisor Group Holdings
Private Advisor
Integrated Wealth Concepts
Raymond James & Associates

View all funds holding First Trust Large Cap Value Opp Fnd