First Trust Large Cap Value Opp Fnd shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of First Trust Large Cap Value Opp Fnd (FTA) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Large Cap Value Opp Fnd by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 198k | 76.38 |
| 2023-09-30 | $13M | 197k | 64.78 |
| 2023-06-30 | $16M | 244k | 66.68 |
| 2023-03-31 | $18M | 276k | 66.40 |
| 2022-12-31 | $5.0M | 76k | 65.81 |
| 2022-09-30 | $4.0M | 70k | 57.68 |
| 2022-06-30 | $4.4M | 71k | 62.11 |
| 2022-03-31 | $5.4M | 76k | 70.52 |
| 2021-12-31 | $4.2M | 60k | 69.88 |
| 2021-09-30 | $3.9M | 61k | 64.42 |
| 2021-06-30 | $3.2M | 48k | 65.65 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts
Top funds holding First Trust Large Cap Value Opp Fnd
View all funds holding First Trust Large Cap Value Opp Fnd