First Trust Large Cap Value Opp Fnd shares owned by IFP Advisors
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors 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 IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.4M | 48k | 70.84 |
| 2023-09-30 | $3.7M | 57k | 64.78 |
| 2023-06-30 | $3.7M | 56k | 66.68 |
| 2023-03-31 | $2.9M | 55k | 52.72 |
| 2022-12-31 | $5.7M | 109k | 52.79 |
| 2022-09-30 | $6.0M | 114k | 52.73 |
| 2022-06-30 | $5.8M | 110k | 52.65 |
| 2022-03-31 | $5.8M | 110k | 52.65 |
| 2021-12-31 | $5.1M | 73k | 69.84 |
| 2021-09-30 | $3.9M | 60k | 64.39 |
| 2021-06-30 | $3.3M | 51k | 65.53 |
| 2021-03-31 | $3.3M | 53k | 63.56 |
| 2020-12-31 | $2.8M | 51k | 54.87 |
| 2020-09-30 | $1.6M | 35k | 46.59 |
| 2020-06-30 | $1.1M | 26k | 44.57 |
| 2020-03-31 | $1.5M | 41k | 38.16 |
| 2019-12-31 | $2.2M | 39k | 56.63 |
| 2019-09-30 | $2.2M | 42k | 51.55 |
| 2019-03-31 | $2.6M | 50k | 51.66 |
| 2018-12-31 | $1.3M | 28k | 45.88 |
| 2018-09-30 | $1.6M | 30k | 54.15 |
| 2018-06-30 | $1.6M | 31k | 52.33 |
| 2018-03-31 | $1.2M | 23k | 54.64 |
| 2017-12-31 | $1.2M | 23k | 54.64 |
| 2017-09-30 | $1.1M | 22k | 51.13 |
| 2017-06-30 | $967k | 19k | 50.19 |
| 2017-03-31 | $320k | 6.5k | 49.24 |
| 2016-12-31 | $344k | 7.3k | 46.93 |
| 2016-09-30 | $239k | 5.6k | 42.59 |
| 2016-06-30 | $644k | 16k | 39.90 |
| 2016-03-31 | $726k | 18k | 40.64 |
| 2015-12-31 | $668k | 17k | 38.42 |
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