Who owns First Trust DB Strateg Val Idx Fnd?

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Analyze quarterly positions in First Trust DB Strateg Val Idx Fnd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Trust DB Strateg Val Idx Fnd stock

Who bought or sold First Trust DB Strateg Val Idx Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 8.0M $683M -8% Mar 2024
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Morgan Stanley 6.8M $586M -6% Mar 2024
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Wells Fargo & Company 3.8M $325M -11% Mar 2024
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Raymond James Financial Services Advisors 3.2M $276M -6% Mar 2024
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Raymond James & Associates 2.6M $226M 0% Mar 2024
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Commonwealth Equity Services 1.8M $150M -9% Mar 2024
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Advisor Group Holdings 1.7M $144M -16% Mar 2024
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UBS Group 1.6M $141M -16% Mar 2024
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Royal Bank of Canada 1.6M $139M -3% Mar 2024
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Envestnet Asset Management 1.5M $129M -6% Mar 2024
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Global Assets Advisory 1.5M $17M 8467% Mar 2024
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Private Advisor 1.2M $107M -1% Mar 2024
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Ameriprise Financial 1.2M $102M -13% Mar 2024
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Bank of America Corporation 1.2M $101M -46% Mar 2024
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Cambridge Investment Research Advisors 1.1M $92M -9% Mar 2024
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Stifel Financial 891k $76M 0% Mar 2024
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Branch Banking & Trust Company 808k $69M -1% Mar 2024
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Baird Financial 611k $49M 6% Dec 2023
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Harbour Investments 601k $48M 8% Dec 2023
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Fifth Third Securities 544k $47M 2% Mar 2024
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Park National Corp 498k $40M 6% Dec 2023
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Kowal Investment Group 490k $42M 0% Mar 2024
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Kestra Advisory Services 471k $38M 1% Dec 2023
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Silver Oak Securities 431k $37M 2% Mar 2024
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American Financial Advisors 395k $34M 0% Mar 2024
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Stratos Wealth Partners 366k $31M -5% Mar 2024
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IFG Advisory 364k $31M -2% Mar 2024
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D.A. Davidson & Co. 328k $28M 4% Mar 2024
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Atria Wealth Solutions 302k $26M -4% Mar 2024
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Prospera Financial Services 300k $24M 7% Dec 2023
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Archer Investment Corp 292k $25M 1% Mar 2024
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Concurrent Investment Advisors 286k $25M 20% Mar 2024
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Gratus Wealth Advisors 274k $22M -1% Mar 2024
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Janney Montgomery Scott 272k $23M 0% Mar 2024
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H D Vest Advisory Services 266k $23M 5% Mar 2024
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Bennett Associates Wealth Management 262k $22M 2% Mar 2024
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Solano Wealth Management 240k $21M 1% Mar 2024
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Benjamin F. Edwards & Company 224k $20M 1% Mar 2024
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Regal Investment Advisors 221k $19M 0% Mar 2024
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Ergawealth Advisors 218k $19M -2% Mar 2024
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Mariner Wealth Advisors 210k $18M -21% Mar 2024
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ABLE Financial Group 210k $18M -2% Mar 2024
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HBK Sorce Advisory 209k $18M 14% Mar 2024
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Vestmark Advisory Solutions 204k $17M 3% Mar 2024
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Western Wealth Management 201k $17M 2% Mar 2024
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Scarborough Advisors 198k $17M 3% Mar 2024
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Kestra Private Wealth Services 194k $17M -7% Mar 2024
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Goss Wealth Management 168k $18M -63% Mar 2024
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Walkner Condon Financial Advisors 166k $14M 45% Mar 2024
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Advisory Alpha 162k $14M -5% Mar 2024
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ValMark Advisers 162k $14M 5% Mar 2024
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Sargent Investment Group 145k $12M -3% Mar 2024
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Good Life Advisors 141k $12M 27% Mar 2024
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Rockefeller Capital Management 137k $11M 5% Dec 2023
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Northwestern Mutual Wealth Management Company 136k $12M -3% Mar 2024
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Integrated Wealth Concepts 134k $12M 2% Mar 2024
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PCG Wealth Advisors 132k $11M -12% Mar 2024
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Oppenheimer & Co 131k $11M 5% Mar 2024
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PFG Advisors 131k $11M -3% Mar 2024
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Ausdal Financial Partners 131k $11M 2% Mar 2024
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Fermata Advisors 130k $11M -7% Mar 2024
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RiverTree Advisors 129k $11M 6% Mar 2024
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Strategic Planning Group 126k $11M 17% Mar 2024
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Bank Hapoalim Bm 125k $11M -32% Mar 2024
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AE Wealth Management 125k $6.0M -47% Mar 2024
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Sigma Planning 123k $11M 88% Mar 2024
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tru Independence 123k $11M -21% Mar 2024
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FTB Advisors 121k $10M -11% Mar 2024
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Pnc Financial Services 120k $10M -1% Mar 2024
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Great Valley Advisor Group 114k $9.7M -5% Mar 2024
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Investors Research Corp 113k $9.7M 3% Mar 2024
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Fsb Premier Wealth Management 111k $9.5M -6% Mar 2024
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TD Capital Management 109k $9.3M -7% Mar 2024
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Nilsine Partners 108k $9.2M 1% Mar 2024
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Wayne Hummer Investments 101k $8.7M 0% Mar 2024
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Steward Partners Investment Advisory 97k $8.3M -5% Mar 2024
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Assetmark 91k $7.8M 32% Mar 2024
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Envestnet Portfolio Solutions 90k $7.7M 5% Mar 2024
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Ameritas Advisory Services 89k $7.2M 64% Dec 2023
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National Asset Management 88k $6.5M 79% Mar 2024
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ICA Group Wealth Management 88k $7.5M -5% Mar 2024
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Concentrum Wealth Management 86k $7.3M 12% Mar 2024
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Shelton Wealth Management 86k $7.3M -32% Mar 2024
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Resources Investment Advisors 85k $7.2M 7% Mar 2024
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Qube Research & Technologies 84k $7.2M 36% Mar 2024
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Bank of New York Mellon 84k $7.2M -15% Mar 2024
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Kingsview Wealth Management 84k $7.2M 6% Mar 2024
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Nbc Securities 81k $6.9M -8% Mar 2024
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Goldman Sachs Group 81k $6.9M 7% Mar 2024
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POM Investment Strategies 78k $6.7M 9% Mar 2024
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Lincoln National 78k $6.6M 4% Mar 2024
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Coppell Advisory Solutions 77k $6.2M 73% Dec 2023
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Southland Equity Partners 75k $6.4M 7% Mar 2024
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Perennial Investment Advisors 74k $6.3M -56% Mar 2024
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Coppell Advisory Solutions Corp. 74k $6.3M 100% Mar 2024
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Stephens 71k $6.1M 1% Mar 2024
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Foundations Investment Advisors 71k $6.1M -2% Mar 2024
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Snowden Capital Advisors 69k $5.9M -42% Mar 2024
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MAI Wealth Advisors 68k $5.8M -6% Mar 2024
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DHJJ Financial Advisors 68k $5.8M -2% Mar 2024
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IFP Advisors 66k $5.3M 7% Dec 2023
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Bernardo Wealth Planning 66k $5.7M 2% Mar 2024
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Arkadios Wealth Advisors 66k $5.7M -6% Mar 2024
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Hobart Private Capital 65k $5.5M 100% Mar 2024
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Key Client Fiduciary Advisors 64k $5.5M -3% Mar 2024
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Integrity Financial Corp 64k $5.5M -50% Mar 2024
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GPS Wealth Strategies Group 63k $5.4M 0% Mar 2024
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SignalPoint Asset Management 62k $5.3M -27% Mar 2024
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Wealth Enhancement Advisory Services 62k $5.3M -5% Mar 2024
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Strategic Blueprint 62k $5.3M -1% Mar 2024
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OneAscent Financial Services 60k $5.1M -22% Mar 2024
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Cedrus 58k $5.0M 6% Mar 2024
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BKA Wealth Consulting 58k $5.0M -2% Mar 2024
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First Heartland Consultants 58k $4.9M 16% Mar 2024
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Tradition Wealth Management 57k $4.9M 4% Mar 2024
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Purus Wealth Management 57k $4.9M -2% Mar 2024
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Waterloo Capital 56k $4.8M 602% Mar 2024
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Dynamic Advisors Solutions 55k $4.7M -32% Mar 2024
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Citigroup 55k $4.7M 41% Mar 2024
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ORBA Wealth Advisors 54k $4.6M 1% Mar 2024
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Nelson, Van Denburg & Campbell Wealth Management 52k $4.5M -3% Mar 2024
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Paragon Private Wealth Management 51k $4.4M 2% Mar 2024
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Cedar Brook Financial Partners 51k $4.4M -4% Mar 2024
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Nations Financial Group 50k $4.3M 27% Mar 2024
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Roman Butler Fullerton & Co 50k $4.1M -3% Mar 2024
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Triumph Capital Management 49k $4.1M -2% Mar 2024
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Aptus Capital Advisors 48k $4.1M -26% Mar 2024
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Raymond James Trust 48k $4.1M -2% Mar 2024
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Wetzel Investment Advisors 47k $3.8M 4% Mar 2024
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Principal Securities 46k $4.0M 24% Mar 2024
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Beck Bode 46k $3.7M -11% Dec 2023
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Barrett & Company 45k $3.9M 3% Mar 2024
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Kaydan Wealth Management 45k $3.8M 9% Mar 2024
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Virtue Capital Management 44k $3.7M 0% Mar 2024
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Thrivent Financial for Lutherans 44k $3.8M -15% Mar 2024
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Y.D. More Investments 44k $3.8M 23% Mar 2024
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Creative Financial Designs 43k $3.7M 5% Mar 2024
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Financial Advocates Investment Management 43k $3.7M -14% Mar 2024
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Kingswood Wealth Advisors 43k $3.7M 4% Mar 2024
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ERn Financial 41k $3.5M -6% Mar 2024
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Iams Wealth Management 41k $3.4M 1% Mar 2024
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Visionary Wealth Advisors 40k $3.4M 7% Mar 2024
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Secure Asset Management 40k $3.4M -1% Mar 2024
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Private Advisory 40k $3.4M -3% Mar 2024
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Essex Financial Services 40k $3.4M -1% Mar 2024
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Waterfront Wealth 39k $3.2M -3% Mar 2024
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Belpointe Asset Management 39k $3.4M -17% Mar 2024
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CWM 39k $3.3M 14% Mar 2024
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Brian McDonald 38k $3.3M 1% Mar 2024
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Gladstone Institutional Advisory 38k $3.0M -5% Dec 2023
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International Assets Investment Management 37k $3.1M -99% Mar 2024
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Moneywise 36k $3.1M -25% Mar 2024
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Cozad Asset Management 35k $3.0M -12% Mar 2024
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Pine Valley Investments Ltd Liability 35k $3.0M -9% Mar 2024
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Citadel Advisors 32k $2.8M -34% Mar 2024
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Apollon Wealth Management 32k $2.8M -38% Mar 2024
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Global Retirement Partners 31k $2.7M -71% Mar 2024
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Jpmorgan Chase & Co 30k $2.6M -94% Mar 2024
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Daymark Wealth Partners 23k $1.8M -67% Dec 2023
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Susquehanna International 4.4k $379k -89% Mar 2024
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Who sold out of First Trust DB Strateg Val Idx Fnd?

Fund or Company Name Date Sold Shares Held Valued At
HighTower Advisors Dec 2023 134k $11M
Holistic Financial Partners Dec 2023 104k $8.3M
Legacy Capital Wealth Partners Sep 2023 77k $5.7M
Atria Investments Sep 2023 59k $4.4M
Quaker Wealth Management Dec 2023 54k $4.3M
Flow Traders US Dec 2023 46k $3.7M
Prudential Sep 2023 39k $2.8M