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First Trust Large Cap Value Opp Fnd shares owned by LVZ Advisors

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

Historical chart of LVZ Advisors 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 LVZ Advisors 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 37k 76.38
2023-12-31 $2.5M 35k 70.84
2023-09-30 $2.8M 43k 64.78
2023-06-30 $2.8M 43k 66.68
2023-03-31 $2.7M 40k 66.40
2022-12-31 $3.0M 46k 65.81
2022-09-30 $2.5M 43k 57.68
2022-06-30 $2.6M 42k 62.10
2022-03-31 $2.9M 41k 70.53
2021-12-31 $3.0M 43k 69.87
2021-09-30 $2.6M 40k 64.42
2021-06-30 $2.7M 41k 65.65
2021-03-31 $2.3M 36k 63.66
2020-12-31 $1.8M 34k 54.94
2020-09-30 $1.1M 24k 46.69
2020-06-30 $921k 20k 45.48
2020-03-31 $707k 19k 36.78
2019-12-31 $1.3M 24k 56.49
2019-09-30 $1.2M 22k 51.56
2019-06-30 $1.2M 22k 52.14
2019-03-31 $996k 19k 51.60
2018-12-31 $678k 15k 46.21
2018-09-30 $766k 15k 52.29
2018-06-30 $768k 13k 59.27
2018-03-31 $774k 15k 52.71
2017-12-31 $764k 14k 54.62
2017-09-30 $666k 13k 51.10
2017-06-30 $602k 12k 50.16
2017-03-31 $832k 17k 49.30
2016-12-31 $401k 8.6k 46.90
2016-09-30 $315k 7.4k 42.61
2016-06-30 $286k 7.2k 39.95
2016-03-31 $287k 7.1k 40.66
2015-12-31 $274k 7.1k 38.45
2015-09-30 $270k 7.1k 37.80
2015-06-30 $237k 5.6k 42.04
2015-03-31 $247k 5.6k 43.82

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

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