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First Trust Large Cap Value Opp Fnd shares owned by Lifetime Wealth Management P.C.

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

Historical chart of Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C. 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 Lifetime Wealth Management P.C.

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 17 13447.94

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View all positions for Lifetime Wealth Management P.C.

Top funds holding First Trust Large Cap Value Opp Fnd

LPL Financial
UBS Group
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Kingsview Wealth Management
Cambridge Investment Research Advisors
Private Advisor
Assetmark
Holistic Financial Partners
Advisor Group Holdings
Commonwealth Equity Services
Harbour Investments

View all funds holding First Trust Large Cap Value Opp Fnd