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First Trust Large Cap Value Opp Fnd shares owned by Spectrum Wealth Advisory Group

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Spectrum Wealth Advisory Group from 13F filings

Historical chart of Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group 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 Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $142k 1.5k 96.80

More positions owned by Spectrum Wealth Advisory Group

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Federated Hermes Etf Trust Mdt Large Cap (FLCC)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
John Hancock Exchange Traded Multi Intl Etf (JHMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Tcw Etf Trust Flexible Income (FLXR)
Apple (AAPL)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust St Inter Etf (SPTI)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Spectrum Wealth Advisory Group

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Bank of America Corporation
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Integrated Wealth Concepts
Kingsview Wealth Management
Goss Wealth Management
Assetmark
Cambridge Investment Research Advisors
Private Advisor

View all funds holding First Trust Large Cap Value Opp Fnd