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First Trust Large Cap Value Opp Fnd shares owned by RMR Capital Management

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by RMR Capital Management from 13F filings

Historical chart of RMR Capital Management 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 RMR Capital Management 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 RMR Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 20k 79.13
2024-03-31 $1.5M 20k 76.38
2023-12-31 $1.4M 20k 70.84

More positions owned by RMR Capital Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Tesla Motors Put Option (TSLA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Sixth Street Specialty Lending (TSLX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Meta Financial (CASH)
Wal-Mart Stores (WMT)
St. Joe Company (JOE)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for RMR Capital Management

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Kaydan Wealth Management
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Kingsview Wealth Management
International Assets Investment Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Private Advisor
Integrated Wealth Concepts
Raymond James & Associates
Midwest Heritage Bank

View all funds holding First Trust Large Cap Value Opp Fnd