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First Trust Large Cap Value Opp Fnd shares owned by Morey & Quinn Wealth Partners

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Morey & Quinn Wealth Partners from 13F filings

Historical chart of Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners 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 Morey & Quinn Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $659k 7.7k 86.15
2025-09-30 $637k 7.7k 83.33
2025-06-30 $602k 7.7k 78.63

More positions owned by Morey & Quinn Wealth Partners

Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ftai Aviation SHS (FTAI)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
Union Pacific Corporation (UNP)
J P Morgan Exchange Traded F Active Growth (JGRO)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Wal-Mart Stores (WMT)
Allstate Corporation (ALL)

View all positions for Morey & Quinn Wealth Partners

Top funds holding First Trust Large Cap Value Opp Fnd

LPL Financial
UBS Group
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Royal Bank of Canada
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