Tyler-Stone Wealth Management »

First Trust Large Cap Value Opp Fnd shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $554k 7.0k 79.12
2024-06-30 $257k 3.5k 73.59
2024-03-31 $310k 4.1k 76.37
2023-12-31 $348k 4.9k 70.84
2023-09-30 $385k 5.9k 64.74
2023-06-30 $396k 5.9k 66.67
2022-12-31 $390k 5.9k 65.76
2022-09-30 $342k 5.9k 57.74
2022-06-30 $367k 5.9k 62.02
2022-03-31 $438k 6.2k 70.51
2021-12-31 $434k 6.2k 69.91