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First Trust Large Cap Value Opp Fnd shares owned by Pinnacle Family Advisors

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Pinnacle Family Advisors from 13F filings

Historical chart of Pinnacle Family Advisors 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 Pinnacle Family Advisors 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 Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $731k 9.2k 79.13
2024-06-30 $681k 9.3k 73.60
2024-03-31 $757k 9.9k 76.38
2023-12-31 $706k 10k 70.84
2023-09-30 $888k 14k 64.78
2023-06-30 $916k 14k 66.68
2023-03-31 $3.0M 45k 66.40
2022-12-31 $944k 14k 65.81
2022-09-30 $861k 15k 57.67
2022-06-30 $919k 15k 62.13
2022-03-31 $1.0M 14k 70.50
2021-12-31 $953k 14k 69.88
2021-09-30 $747k 12k 64.40
2021-06-30 $763k 12k 65.62
2021-03-31 $672k 11k 63.70
2020-12-31 $512k 9.3k 54.91
2016-12-31 $1.2M 26k 46.85