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First Trust Large Cap Value Opp Fnd shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $92k 951 96.83
2024-06-30 $128k 1.7k 73.61

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NVIDIA Corporation (NVDA)
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Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
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Northern Lts Fd Tr Ii Essen 40 Stk Etf (ESN)
Caterpillar (CAT)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Bank of America Corporation
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Integrated Wealth Concepts
Kingsview Wealth Management
Goss Wealth Management
Assetmark
Cambridge Investment Research Advisors
Private Advisor

View all funds holding First Trust Large Cap Value Opp Fnd