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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
2024-06-30 $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)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange Traded Growth Strength (FTGS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Morningstar Divid L SHS (FDL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)

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
Bank of America Corporation
Cetera Investment Advisers
Royal Bank of Canada
Kingsview Wealth Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Private Advisor
Raymond James & Associates
Integrated Wealth Concepts
Midwest Heritage Bank
Cambridge Investment Research Advisors

View all funds holding First Trust Large Cap Value Opp Fnd