Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Holistic Financial Partners »

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
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

Eli Lilly & Co. (LLY)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Value Line Divid In SHS (FVD)

Ishares Tr Rus 1000 Grw Etf (IWF)

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

First Tr Exchange Traded Hlth Care Alph (FXH)

Ishares Tr Rus 1000 Val Etf (IWD)

Ishares Tr Russell 2000 Etf (IWM)

JPMorgan Chase & Co. (JPM)

First Tr Exch Trd Alphdx Japan Alphadex (FJP)

First Tr Exchange-traded First Tr Enh New (FTSM)

Apple (AAPL)

View all positions for Holistic Financial Partners

Top funds holding First Trust Large Cap Value Opp Fnd

UBS Group

Advisor Group Holdings

Bank of America Corporation

Raymond James Financial Services Advisors

Wells Fargo & Company

Kaydan Wealth Management

Royal Bank of Canada

Kingsview Wealth Management

Private Advisor

Raymond James & Associates

Midwest Heritage Bank

Cambridge Investment Research Advisors

Commonwealth Equity Services

H D Vest Advisory Services

Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z