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First Trust Large Cap Value Opp Fnd shares owned by Tidemark

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $271k 3.4k 79.15
2024-06-30 $442k 6.0k 73.60
2024-03-31 $532k 7.0k 76.38
2023-12-31 $577k 8.1k 70.84

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

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