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First Trust Large Cap Value Opp Fnd shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 3.1k 83.32
2025-06-30 $210k 2.7k 78.64
2025-03-31 $204k 2.7k 75.98

More positions owned by Wiley Bros.-aintree Capital

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wiley Bros.-aintree Capital

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