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
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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 |
|---|---|---|---|
| 2024-09-30 | $10M | 131k | 79.13 |
| 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 |
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