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First Trust Large Cap Value Opp Fnd shares owned by IHT Wealth Management

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by IHT Wealth Management from 13F filings

Historical chart of IHT Wealth Management 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 IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 54k 79.13
2024-06-30 $4.0M 55k 73.60
2024-03-31 $4.4M 57k 76.38
2023-12-31 $3.8M 54k 70.84
2023-09-30 $3.6M 55k 64.78
2023-06-30 $3.9M 59k 66.68
2023-03-31 $4.1M 62k 66.40
2022-12-31 $4.0M 60k 65.81
2022-09-30 $3.8M 66k 57.69
2022-06-30 $4.1M 66k 62.11
2022-03-31 $4.2M 60k 70.52
2021-12-31 $4.0M 57k 69.89
2021-09-30 $3.5M 54k 64.43
2021-06-30 $3.8M 58k 65.65
2021-03-31 $3.5M 56k 63.66
2020-12-31 $1.1M 20k 54.94
2020-09-30 $612k 13k 46.66
2020-06-30 $627k 14k 45.45
2020-03-31 $527k 14k 36.77
2019-12-31 $1.0M 18k 56.49
2019-09-30 $992k 19k 51.55
2019-06-30 $1.7M 32k 52.14
2019-03-31 $1.6M 31k 51.58
2018-12-31 $1.2M 26k 46.23
2018-09-30 $815k 15k 54.16
2018-06-30 $808k 15k 52.30
2018-03-31 $798k 16k 51.55
2017-12-31 $870k 16k 55.56
2017-09-30 $794k 16k 51.33
2017-06-30 $4.3k 29k 0.15
2017-03-31 $1.6M 31k 51.10
2016-12-31 $718k 15k 47.25