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First Trust Large Cap Value Opp Fnd shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $35k 461 76.59
2024-09-30 $36k 459 79.14
2024-06-30 $35k 468 73.67
2024-03-31 $36k 471 76.44
2023-12-31 $46k 649 70.89
2023-09-30 $701k 11k 64.78
2023-06-30 $759k 11k 66.68
2023-03-31 $944k 14k 66.40
2022-12-31 $36k 539 65.89
2022-09-30 $38k 669 56.80
2022-06-30 $41k 666 61.56
2022-03-31 $49k 698 70.20
2021-12-31 $49k 706 69.41
2021-09-30 $62k 974 63.66
2021-06-30 $128k 2.0k 65.41
2021-03-31 $144k 2.3k 63.30
2017-03-31 $21k 430 48.84
2016-12-31 $20k 428 46.73
2016-09-30 $18k 427 42.15
2016-06-30 $17k 425 40.00
2016-03-31 $17k 423 40.19
2015-12-31 $16k 421 38.00
2015-09-30 $16k 418 38.28
2015-06-30 $18k 416 43.27
2015-03-31 $18k 414 43.48
2014-12-31 $18k 413 43.58
2014-09-30 $17k 411 41.36
2014-06-30 $18k 409 44.01
2014-03-31 $17k 407 41.77

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Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Active Growth (JGRO)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding First Trust Large Cap Value Opp Fnd

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View all funds holding First Trust Large Cap Value Opp Fnd