First Trust Large Cap Value Opp Fnd shares owned by Iams Wealth Management
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management 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 Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 44k | 79.13 |
| 2024-06-30 | $3.0M | 41k | 73.60 |
| 2024-03-31 | $3.5M | 49k | 71.86 |
| 2023-12-31 | $3.3M | 46k | 70.84 |
| 2023-09-30 | $4.1M | 64k | 64.78 |
| 2023-06-30 | $8.7M | 132k | 66.24 |
| 2023-03-31 | $3.7M | 57k | 65.47 |
| 2022-12-31 | $2.9M | 44k | 65.81 |
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