Who owns First Trust Large Cap Value Opp Fnd?
- Ticker: FTA
- CUSIP Number: 33735J101
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Large Cap Value Opp Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Large Cap Value Opp Fnd stock
Who bought or sold First Trust Large Cap Value Opp Fnd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 2.1M | $161M | -18% | Mar 2024 |
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| UBS Group | 984k | $75M | -6% | Mar 2024 |
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| LPL Financial | 866k | $66M | -8% | Mar 2024 |
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| Envestnet Asset Management | 551k | $42M | -25% | Mar 2024 |
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| Bank of America Corporation | 336k | $26M | -5% | Mar 2024 |
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| Royal Bank of Canada | 310k | $24M | 16% | Mar 2024 |
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| Raymond James Financial Services Advisors | 300k | $23M | 19% | Mar 2024 |
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| Kaydan Wealth Management | 287k | $22M | 100% | Mar 2024 |
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| Kingsview Wealth Management | 280k | $21M | 10% | Mar 2024 |
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| Wells Fargo & Company | 260k | $20M | -10% | Mar 2024 |
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| Advisor Group Holdings | 259k | $20M | -29% | Mar 2024 |
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| Private Advisor | 237k | $18M | 5% | Mar 2024 |
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| Raymond James & Associates | 205k | $16M | -1% | Mar 2024 |
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| Midwest Heritage Bank | 201k | $15M | -16% | Mar 2024 |
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| Integrated Wealth Concepts | 198k | $15M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 197k | $15M | 26% | Mar 2024 |
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| Commonwealth Equity Services | 163k | $12M | 6% | Mar 2024 |
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| H D Vest Advisory Services | 147k | $11M | 7% | Mar 2024 |
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| Holistic Financial Partners | 132k | $10M | 5% | Mar 2024 |
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| Vestmark Advisory Solutions | 122k | $9.3M | 4% | Mar 2024 |
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| Coppell Advisory Solutions | 100k | $7.1M | 114% | Dec 2023 |
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| Branch Banking & Trust Company | 97k | $7.4M | -9% | Mar 2024 |
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| Assetmark | 96k | $7.3M | 40% | Mar 2024 |
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| AE Wealth Management | 94k | $7.2M | -8% | Mar 2024 |
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| Coppell Advisory Solutions Corp. | 89k | $6.8M | 100% | Mar 2024 |
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| Janney Montgomery Scott | 79k | $6.1M | -7% | Mar 2024 |
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| Snowden Capital Advisors | 79k | $6.0M | -22% | Mar 2024 |
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| Bank of New York Mellon | 79k | $6.0M | -2% | Mar 2024 |
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| Cottonwood Capital Advisors | 78k | $5.7M | -3% | Mar 2024 |
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| Arkadios Wealth Advisors | 64k | $4.9M | -5% | Mar 2024 |
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| Susquehanna International | 62k | $4.7M | 459% | Mar 2024 |
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| Stifel Financial | 59k | $4.5M | 24% | Mar 2024 |
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| Secure Asset Management | 55k | $4.2M | -3% | Mar 2024 |
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| Fsb Premier Wealth Management | 54k | $4.1M | -4% | Mar 2024 |
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| Kestra Private Wealth Services | 52k | $3.9M | -18% | Mar 2024 |
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| Kowal Investment Group | 51k | $3.9M | -3% | Mar 2024 |
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| Atria Wealth Solutions | 49k | $3.8M | -7% | Mar 2024 |
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| Iams Wealth Management | 49k | $3.5M | 5% | Mar 2024 |
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| IFP Advisors | 48k | $3.4M | -15% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 43k | $3.3M | -2% | Mar 2024 |
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| Envestnet Portfolio Solutions | 42k | $3.2M | 12% | Mar 2024 |
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| Benjamin F. Edwards & Company | 42k | $3.2M | 11% | Mar 2024 |
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| Citadel Advisors | 40k | $3.0M | 148% | Mar 2024 |
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| Stratos Wealth Partners | 38k | $2.9M | 34% | Mar 2024 |
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| Regal Investment Advisors | 37k | $2.8M | -67% | Mar 2024 |
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| D.A. Davidson & Co. | 37k | $2.8M | -4% | Mar 2024 |
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| LVZ Advisors | 37k | $2.8M | 3% | Mar 2024 |
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| Intl Fcstone | 36k | $2.8M | -18% | Mar 2024 |
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| SignalPoint Asset Management | 34k | $2.6M | -21% | Mar 2024 |
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| Atria Investments | 31k | $2.2M | 13% | Dec 2023 |
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| NewEdge Wealth | 27k | $2.0M | 0% | Mar 2024 |
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| Park Avenue Securities | 26k | $1.9M | 1% | Mar 2024 |
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| Orion Portfolio Solutions | 25k | $1.9M | 7% | Mar 2024 |
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| Prospera Financial Services | 25k | $1.8M | 5% | Dec 2023 |
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| Jpmorgan Chase & Co | 25k | $1.9M | -3% | Mar 2024 |
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| Triton Wealth Management, P | 24k | $1.8M | -1% | Mar 2024 |
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| Trueblood Wealth Management | 24k | $1.8M | 6% | Mar 2024 |
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| HighTower Advisors | 24k | $1.8M | 18% | Mar 2024 |
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| Nbc Securities | 23k | $1.8M | -26% | Mar 2024 |
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| OneAscent Financial Services | 23k | $1.8M | 13% | Mar 2024 |
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| Kestra Advisory Services | 22k | $1.6M | 1% | Dec 2023 |
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| Harbour Investments | 21k | $1.5M | -15% | Dec 2023 |
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| William Blair $ Company | 21k | $1.6M | -16% | Mar 2024 |
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| Chicago Partners Investment | 19k | $1.4M | -10% | Mar 2024 |
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| Blackhawk Capital Partners | 19k | $1.5M | -13% | Mar 2024 |
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| First Trust Advisors | 19k | $1.4M | 1% | Mar 2024 |
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| Silver Oak Securities | 18k | $1.4M | -3% | Mar 2024 |
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| Steward Partners Investment Advisory | 18k | $1.4M | -40% | Mar 2024 |
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| Western Wealth Management | 18k | $1.4M | -4% | Mar 2024 |
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| Rockefeller Capital Management | 16k | $1.1M | 100% | Dec 2023 |
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| Concurrent Investment Advisors | 16k | $1.2M | 68% | Mar 2024 |
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| IFG Advisory | 16k | $1.2M | -3% | Mar 2024 |
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| Sigma Planning | 14k | $1.1M | 48% | Mar 2024 |
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| Baird Financial | 14k | $1.0M | -75% | Dec 2023 |
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| Keystone Wealth Services | 13k | $1.0M | -2% | Mar 2024 |
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| National Asset Management | 13k | $857k | 54% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 13k | $979k | 24% | Mar 2024 |
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| Etfidea | 12k | $924k | -4% | Mar 2024 |
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| Global Retirement Partners | 12k | $898k | -3% | Mar 2024 |
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| Great Valley Advisor Group | 12k | $898k | -4% | Mar 2024 |
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| Eukles Asset Management | 12k | $896k | -11% | Mar 2024 |
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| PFG Advisors | 12k | $886k | -6% | Mar 2024 |
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| Brian McDonald | 11k | $866k | -7% | Mar 2024 |
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| Gts Securities | 11k | $843k | 100% | Mar 2024 |
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| Jane Street | 11k | $820k | 253% | Mar 2024 |
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| Pnc Financial Services | 11k | $816k | -16% | Mar 2024 |
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| Goss Wealth Management | 11k | $814k | -64% | Mar 2024 |
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| 9258 Wealth Management | 10k | $780k | 100% | Mar 2024 |
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| Pinnacle Family Advisors | 9.9k | $757k | -1% | Mar 2024 |
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| Hanson McClain Advisors | 9.5k | $722k | 15% | Mar 2024 |
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| Gladstone Institutional Advisory | 9.4k | $669k | -25% | Dec 2023 |
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| Tower Research Capital | 9.2k | $701k | -50% | Mar 2024 |
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| Oppenheimer & Co | 8.6k | $658k | -9% | Mar 2024 |
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| Mariner Wealth Advisors | 8.6k | $658k | -15% | Mar 2024 |
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| Proequities | 8.4k | $645M | 8% | Mar 2024 |
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| Pine Valley Investments Ltd Liability | 8.3k | $637k | -2% | Mar 2024 |
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| Private Portfolio Partners | 8.3k | $633k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 8.2k | $625k | 102% | Mar 2024 |
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| American Institute for Advanced Investment Management | 8.2k | $624k | -9% | Mar 2024 |
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| Bsc Private Wealth Management | 7.9k | $600k | 0% | Mar 2024 |
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| ABLE Financial Group | 7.8k | $596k | -13% | Mar 2024 |
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| Meitav Dash Investments | 7.6k | $577k | 0% | Mar 2024 |
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| Strategic Blueprint | 7.3k | $559k | -6% | Mar 2024 |
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| Mutual Advisors | 7.2k | $553k | 1% | Mar 2024 |
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| STAR Financial Bank | 7.2k | $551k | -2% | Mar 2024 |
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| Tidemark | 7.0k | $532k | -14% | Mar 2024 |
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| Davenport & Co | 6.8k | $522k | 54% | Mar 2024 |
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| RFG Advisory | 6.8k | $519k | -3% | Mar 2024 |
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| Ameriprise Financial | 6.7k | $514k | 100% | Mar 2024 |
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| PCA Investment Advisory Services | 6.4k | $488k | 0% | Mar 2024 |
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| 1776 Wealth | 6.3k | $479k | 0% | Mar 2024 |
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| Cedar Brook Financial Partners | 6.1k | $467k | 0% | Mar 2024 |
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| MTM Investment Management | 5.9k | $447k | -7% | Mar 2024 |
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| Independent Wealth Network | 5.7k | $439k | -2% | Mar 2024 |
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| Diversify Advisory Services | 5.7k | $429k | 100% | Mar 2024 |
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| Dfpg Investments | 5.7k | $400k | 0% | Dec 2023 |
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| MGB Wealth Management | 5.6k | $430k | 0% | Mar 2024 |
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| Ashton Thomas Private Wealth | 5.6k | $429k | -3% | Mar 2024 |
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| Principal Securities | 5.4k | $412k | 3% | Mar 2024 |
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| Financial Advocates Investment Management | 5.0k | $385k | -22% | Mar 2024 |
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| Horizon Family Wealth | 4.7k | $359k | 0% | Mar 2024 |
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| Resources Investment Advisors | 4.6k | $351k | -42% | Mar 2024 |
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| Apollon Wealth Management | 4.5k | $347k | 56% | Mar 2024 |
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| Ausdal Financial Partners | 4.5k | $345k | -21% | Mar 2024 |
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| Empirical Asset Management | 4.4k | $336k | 0% | Mar 2024 |
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| WealthTrust Asset Management | 4.3k | $331k | 0% | Mar 2024 |
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| ValMark Advisers | 4.1k | $316k | 0% | Mar 2024 |
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| Sequent Planning | 4.1k | $316k | 100% | Mar 2024 |
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| Moloney Securities Asset Management | 4.1k | $314k | -28% | Mar 2024 |
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| Spire Wealth Management | 4.1k | $312k | -2% | Mar 2024 |
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| Founders Financial Alliance | 4.1k | $310k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 4.1k | $310k | -18% | Mar 2024 |
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| BlueChip Wealth Advisors | 4.0k | $307k | 0% | Mar 2024 |
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| Walkner Condon Financial Advisors | 4.0k | $307k | -34% | Mar 2024 |
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| EPG Wealth Management | 3.9k | $274k | 0% | Dec 2023 |
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| TrueWealth Advisors | 3.9k | $294k | 14% | Mar 2024 |
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| Key Client Fiduciary Advisors | 3.8k | $290k | 0% | Mar 2024 |
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| Mercer Global Advisors | 3.7k | $284k | 0% | Mar 2024 |
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| Virtue Capital Management | 3.5k | $256k | 1% | Mar 2024 |
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| Transcend Wealth Collective | 3.4k | $262k | 1% | Mar 2024 |
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| Saxony Capital Management | 3.3k | $254k | -5% | Mar 2024 |
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| Two Sigma Securities | 3.3k | $253k | 100% | Mar 2024 |
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| Sawtooth Asset Management | 3.3k | $233k | -6% | Dec 2023 |
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| Janney Capital Management | 3.3k | $249k | 0% | Mar 2024 |
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| Benjamin Edwards | 3.1k | $233k | 1% | Mar 2024 |
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| Buckingham Strategic Partners | 3.0k | $232k | 100% | Mar 2024 |
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| Northwest Wealth Management | 3.0k | $232k | -1% | Mar 2024 |
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| Wedbush Morgan Securities | 3.0k | $214k | 100% | Dec 2023 |
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| Centennial Wealth Advisory | 3.0k | $226k | -2% | Mar 2024 |
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| ShoreHaven Wealth Partners | 2.9k | $224k | 0% | Mar 2024 |
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| AlphaMark Advisors | 690.00 | $53k | -84% | Mar 2024 |
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Who sold out of First Trust Large Cap Value Opp Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Dec 2023 | 64k | $4.6M |
| Virtu Financial | Sep 2023 | 20k | $1.3M |
| Waterloo Capital | Sep 2023 | 19k | $1.2M |
| Flow Traders US | Dec 2023 | 12k | $824k |
| Well Done | Dec 2023 | 7.4k | $521k |
| Koshinski Asset Management | Dec 2023 | 5.5k | $387k |
| Concorde Asset Management | Dec 2023 | 5.2k | $367k |