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

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

Historical chart of Creative Capital Management Investments 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 Creative Capital Management Investments 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 Creative Capital Management Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 531 76.38
2023-12-31 $38k 531 70.84
2023-09-30 $34k 531 64.78

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Amazon.com Stock (AMZN)
Microsoft Stock (MSFT)
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Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Creative Capital Management Investments

Top funds holding First Trust Large Cap Value Opp Fnd

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

View all funds holding First Trust Large Cap Value Opp Fnd