Retirement Planning Group »

First Trust Large Cap Value Opp Fnd shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning 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 Retirement Planning Group 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 3.5k 83.33

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
UBS Group
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial
Royal Bank of Canada
IHT Wealth Management
Wells Fargo & Company
Integrated Wealth Concepts
Kingsview Wealth Management
Private Advisor
Cambridge Investment Research Advisors
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding First Trust Large Cap Value Opp Fnd