Patriot Financial Group Insurance Agency »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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