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First Trust Large Cap Value Opp Fnd shares owned by Winebrenner Capital Management

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

Historical chart of Winebrenner Capital 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 Winebrenner Capital Management 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 Winebrenner Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $989k 12k 83.33
2025-06-30 $1.0M 13k 78.63
2025-03-31 $993k 13k 76.72
2024-12-31 $989k 13k 76.46

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View all positions for Winebrenner Capital Management

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