Pensionmark Financial Group »

First Trust Large Cap Value Opp Fnd shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $280k 3.0k 92.35
2025-12-31 $258k 3.0k 86.15

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding First Trust Large Cap Value Opp Fnd

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

View all funds holding First Trust Large Cap Value Opp Fnd