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First Trust Large Cap Value Opp Fnd shares owned by Midwest Financial Network

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

Historical chart of Midwest Financial Network 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 Midwest Financial Network 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 Midwest Financial Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 22k 92.35
2025-12-31 $2.4M 28k 86.15
2025-09-30 $2.3M 27k 83.33
2025-06-30 $1.7M 21k 78.63
2025-03-31 $1.7M 22k 76.72
2024-12-31 $1.6M 21k 76.46

More positions owned by Midwest Financial Network

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Series Trust State Street Spd (QUS)
Ssga Active Tr State Street Us (XLSR)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Index Shs Fds State Street Spd (SPEM)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Spdr Index Shs Fds State Street Spd (SPDW)
First Tr Exchange-traded SHS (FVD)

View all positions for Midwest Financial Network

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