First Trust Large Cap Value Opp Fnd shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners 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 Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $9.4M | 127k | 73.60 |
| 2024-03-31 | $10M | 132k | 76.38 |
| 2023-12-31 | $8.9M | 126k | 70.84 |
| 2023-09-30 | $8.6M | 133k | 64.78 |
| 2023-06-30 | $7.5M | 112k | 66.68 |
| 2023-03-31 | $7.0M | 105k | 66.40 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners
Top funds holding First Trust Large Cap Value Opp Fnd
View all funds holding First Trust Large Cap Value Opp Fnd