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First Trust Large Cap Value Opp Fnd shares owned by World Equity Group

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group 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 World Equity Group 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $777k 9.8k 79.13
2024-06-30 $1.2M 16k 73.60
2022-06-30 $469k 7.6k 62.11

More positions owned by World Equity Group

Apple (AAPL)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
Meta Platforms Cl A (META)
Spdr Gold Tr Gold Shs (GLD)

View all positions for World Equity Group

Top funds holding First Trust Large Cap Value Opp Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Kaydan Wealth Management
Cetera Investment Advisers
Bank of America Corporation
Royal Bank of Canada
International Assets Investment Management
Kingsview Wealth Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Advisor Group Holdings
Private Advisor
Integrated Wealth Concepts
Raymond James & Associates

View all funds holding First Trust Large Cap Value Opp Fnd