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First Trust Large Cap Value Opp Fnd shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 197k 79.13
2024-06-30 $15M 198k 73.60
2024-03-31 $15M 198k 76.38
2023-09-30 $13M 197k 64.78
2023-06-30 $16M 244k 66.68
2023-03-31 $18M 276k 66.40
2022-12-31 $5.0M 76k 65.81
2022-09-30 $4.0M 70k 57.68
2022-06-30 $4.4M 71k 62.11
2022-03-31 $5.4M 76k 70.52
2021-12-31 $4.2M 60k 69.88
2021-09-30 $3.9M 61k 64.42
2021-06-30 $3.2M 48k 65.65