First Trust Large Cap Value Opp Fnd shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Trust Large Cap Value Opp Fnd by Patriot Financial Group Insurance Agency
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 14k | 79.13 |
2024-06-30 | $1.0M | 14k | 73.60 |
2024-03-31 | $979k | 13k | 76.38 |
2023-12-31 | $735k | 10k | 70.84 |
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