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First Trust Large Cap Value Opp Fnd shares owned by Sun Financial

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

Historical chart of Sun Financial 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 Sun Financial 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 Sun Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 12k 86.15

More positions owned by Sun Financial

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
Tidal Trust Iii Fundstrat Granny (GRNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust I Fundstrat Granny (GRNY)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded SHS (QTEC)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Sun Financial

Top funds holding First Trust Large Cap Value Opp Fnd

LPL Financial
UBS Group
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Kingsview Wealth Management
Cambridge Investment Research Advisors
Private Advisor
Assetmark
Holistic Financial Partners
Advisor Group Holdings
Commonwealth Equity Services
Harbour Investments

View all funds holding First Trust Large Cap Value Opp Fnd