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First Trust Large Cap Value Opp Fnd shares owned by Private Client Services

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services 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 Private Client Services 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 Private Client Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $419k 5.5k 76.46
2024-09-30 $388k 4.9k 79.13

More positions owned by Private Client Services

First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Ishares Tr Core S&p500 Etf (IVV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Tr Ibonds 2026 Term (IBHF)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Microsoft Corporation (MSFT)

View all positions for Private Client Services

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
UBS Group
LPL Financial
Raymond James Financial
Envestnet Asset Management
IHT Wealth Management
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Kaydan Wealth Management
Raymond James Financial Services Advisors
Kingsview Wealth Management
Wells Fargo & Company
Advisor Group Holdings
Integrated Wealth Concepts

View all funds holding First Trust Large Cap Value Opp Fnd