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First Trust Large Cap Value Opp Fnd shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 44k 70.84
2023-09-30 $2.8M 44k 64.78
2023-06-30 $2.9M 43k 66.68
2023-03-31 $2.8M 43k 66.40
2022-12-31 $2.7M 41k 65.81
2022-09-30 $2.5M 43k 57.68
2022-06-30 $2.7M 43k 62.11
2022-03-31 $4.3M 60k 70.52
2021-12-31 $4.7M 67k 69.87
2021-09-30 $4.2M 66k 64.42