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First Trust Large Cap Value Opp Fnd shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning 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 Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $266k 3.6k 73.16
2024-03-31 $316k 4.1k 76.38

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

Top funds holding First Trust Large Cap Value Opp Fnd

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

View all funds holding First Trust Large Cap Value Opp Fnd