Secure Asset Management »

First Trust Large Cap Value Opp Fnd shares owned by Secure Asset Management

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

Historical chart of Secure Asset 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 55k 76.38
2023-12-31 $4.0M 56k 70.84
2023-09-30 $3.8M 58k 64.78
2023-06-30 $3.8M 57k 66.68
2023-03-31 $4.1M 62k 66.40
2022-12-31 $4.1M 62k 65.81

More positions owned by Secure Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Nasdaq Bk Etf (FTXO)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Meta Platforms Cl A (META)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Secure Asset Management

Top funds holding First Trust Large Cap Value Opp Fnd

UBS Group
Advisor Group Holdings
Bank of America Corporation
Raymond James Financial Services Advisors
Wells Fargo & Company
Kaydan Wealth Management
Royal Bank of Canada
Kingsview Wealth Management
Private Advisor
Raymond James & Associates
Midwest Heritage Bank
Cambridge Investment Research Advisors
Commonwealth Equity Services
H D Vest Advisory Services
Holistic Financial Partners

View all funds holding First Trust Large Cap Value Opp Fnd