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First Trust Large Cap Value Opp Fnd shares owned by Gateway Wealth Partners

Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Gateway Wealth Partners from 13F filings

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.0M 30k 64.78
2023-06-30 $1.5M 23k 66.68
2023-03-31 $894k 14k 66.40
2022-12-31 $611k 9.3k 65.81

More positions owned by Gateway Wealth Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ibonds 23 Trm Ts
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for Gateway Wealth Partners

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