First Trust Large Cap Value Opp Fnd shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Trust Large Cap Value Opp Fnd
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Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $333k | 4.2k | 79.13 |
| 2024-06-30 | $305k | 4.1k | 73.60 |
| 2024-03-31 | $294k | 3.9k | 76.38 |
| 2023-12-31 | $239k | 3.4k | 70.84 |
| 2023-09-30 | $281k | 4.3k | 64.78 |
| 2023-06-30 | $278k | 4.2k | 66.68 |
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