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First Trust Large Cap Value Opp Fnd shares owned by Rhodes Investment Advisors

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

Historical chart of Rhodes Investment 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 Rhodes Investment 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 Rhodes Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 2.4k 92.35
2025-12-31 $216k 2.5k 86.15

More positions owned by Rhodes Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vaneck Etf Trust Gold Miners Etf (GDX)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Ge Aerospace Com New (GE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Exxon Mobil Corporation (XOM)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Kimbell Rty Partners Unit (KRP)

View all positions for Rhodes Investment Advisors

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