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

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

Historical chart of Kaydan 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 Kaydan 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 Kaydan Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 287k 76.38
2023-03-31 $427k 6.4k 66.40
2022-12-31 $19M 285k 65.81

More positions owned by Kaydan Wealth Management

Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Gold Tr Ishares New (IAU)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Ishares Tr Msci Eafe Etf (EFA)
Proshares Tr Short Qqq New (PSQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Kaydan Wealth Management

Top funds holding First Trust Large Cap Value Opp Fnd

UBS Group
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Wells Fargo & Company
Kaydan Wealth Management
Royal Bank of Canada
Kingsview Wealth Management
Private Advisor
Raymond James & Associates
Midwest Heritage Bank
Cambridge Investment Research Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd