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First Trust Large Cap Value Opp Fnd shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 40k 92.35
2024-12-31 $7.5M 98k 76.46
2019-12-31 $680k 12k 56.47

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View all positions for Independent Advisor Alliance

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
UBS Group
Envestnet Asset Management
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Raymond James Financial
Integrated Wealth Concepts
Wells Fargo & Company
Kingsview Wealth Management
Goss Wealth Management
Cambridge Investment Research Advisors
Private Advisor
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd