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
Wells Fargo & Company 4.2M $340M -1% Dec 2023
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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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Bank of America Corporation 2.2M $174M -9% Dec 2023
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Advisor Group Holdings 2.0M $160M -18% Dec 2023
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UBS Group 2.0M $157M -1% Dec 2023
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Commonwealth Equity Services 1.9M $155M 6% Dec 2023
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Royal Bank of Canada 1.7M $133M -3% Dec 2023
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Global Assets Advisory 1.5M $17M 8467% Mar 2024
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Private Advisor 1.3M $101M 1% Dec 2023
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Cambridge Investment Research Advisors 1.1M $92M -9% Mar 2024
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Stifel Financial 894k $72M 1% Dec 2023
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Branch Banking & Trust Company 820k $66M 0% Dec 2023
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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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Jpmorgan Chase & Co 492k $39M -2% 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 421k $34M 100% Dec 2023
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American Financial Advisors 395k $34M 0% Mar 2024
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IFG Advisory 373k $30M -2% Dec 2023
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Stratos Wealth Partners 366k $31M -5% Mar 2024
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Atria Wealth Solutions 316k $25M 0% Dec 2023
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D.A. Davidson & Co. 315k $25M -19% Dec 2023
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Prospera Financial Services 300k $24M 7% Dec 2023
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Archer Investment Corp 289k $23M 0% Dec 2023
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Janney Montgomery Scott 271k $22M -3% Dec 2023
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Mariner Wealth Advisors 266k $21M -45% Dec 2023
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Bennett Associates Wealth Management 262k $22M 2% Mar 2024
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H D Vest Advisory Services 254k $20M 8% Dec 2023
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Solano Wealth Management 238k $19M 3% Dec 2023
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Concurrent Investment Advisors 237k $19M 100% Dec 2023
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AE Wealth Management 235k $19M 3% Dec 2023
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Ergawealth Advisors 223k $18M -6% Dec 2023
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Benjamin F. Edwards & Company 223k $18M -3% Dec 2023
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ABLE Financial Group 215k $17M 2% Dec 2023
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Kestra Private Wealth Services 210k $17M -9% Dec 2023
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Western Wealth Management 198k $16M -15% Dec 2023
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Vestmark Advisory Solutions 197k $16M 2% Dec 2023
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Scarborough Advisors 193k $15M 2% Dec 2023
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Bank Hapoalim Bm 185k $15M -2% Dec 2023
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HBK Sorce Advisory 184k $15M 5% Dec 2023
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Advisory Alpha 171k $14M -3% Dec 2023
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Walkner Condon Financial Advisors 166k $14M 45% Mar 2024
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ValMark Advisers 154k $12M 4% Dec 2023
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Sargent Investment Group 150k $12M -2% Dec 2023
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Rockefeller Capital Management 137k $11M 5% Dec 2023
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PFG Advisors 135k $11M -9% Dec 2023
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HighTower Advisors 134k $11M -19% Dec 2023
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PCG Wealth Advisors 132k $11M -12% 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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Integrity Financial Corp 128k $10M -4% Dec 2023
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Strategic Planning Group 126k $11M 17% 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 121k $9.7M -2% Dec 2023
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Great Valley Advisor Group 119k $9.6M -37% Dec 2023
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Snowden Capital Advisors 118k $9.5M 3% Dec 2023
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Fsb Premier Wealth Management 118k $9.5M -3% Dec 2023
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TD Capital Management 117k $9.4M -2% Dec 2023
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Good Life Advisors 111k $8.8M 1% Dec 2023
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Investors Research Corp 109k $8.7M 4% Dec 2023
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Nilsine Partners 108k $9.2M 1% Mar 2024
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Holistic Financial Partners 104k $8.3M 7% Dec 2023
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Steward Partners Investment Advisory 102k $8.2M -27% Dec 2023
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Wayne Hummer Investments 102k $8.1M -19% Dec 2023
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ICA Group Wealth Management 93k $7.4M 6% Dec 2023
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Ameritas Advisory Services 89k $7.2M 64% Dec 2023
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Envestnet Portfolio Solutions 86k $6.9M 100% Dec 2023
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Bank of New York Mellon 84k $7.2M -15% Mar 2024
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Nbc Securities 81k $6.9M -8% Mar 2024
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Kingsview Wealth Management 79k $6.3M -21% Dec 2023
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Coppell Advisory Solutions 77k $6.2M 73% Dec 2023
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Concentrum Wealth Management 77k $6.2M 7% Dec 2023
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Goldman Sachs Group 75k $6.0M 49% Dec 2023
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Lincoln National 75k $6.0M -25% Dec 2023
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Southland Equity Partners 75k $6.4M 7% Mar 2024
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Foundations Investment Advisors 73k $5.9M -6% Dec 2023
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MAI Wealth Advisors 72k $5.8M -5% Dec 2023
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Arkadios Wealth Advisors 71k $5.6M -16% Dec 2023
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Assetmark 69k $5.5M 34% Dec 2023
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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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Sigma Planning 66k $5.2M -57% Dec 2023
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Bernardo Wealth Planning 65k $5.2M 0% Dec 2023
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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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GPS Wealth Strategies Group 63k $5.0M -27% Dec 2023
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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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Purus Wealth Management 57k $4.9M -2% Mar 2024
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Dynamic Advisors Solutions 55k $4.7M -32% Mar 2024
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Tradition Wealth Management 55k $4.4M -28% Dec 2023
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Quaker Wealth Management 54k $4.3M 0% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 54k $4.3M -8% Dec 2023
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ORBA Wealth Advisors 53k $4.2M 100% Dec 2023
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Apollon Wealth Management 52k $4.2M -5% Dec 2023
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Roman Butler Fullerton & Co 51k $4.1M 20% Dec 2023
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Cedar Brook Financial Partners 51k $4.4M -4% Mar 2024
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Financial Advocates Investment Management 50k $4.0M -79% Dec 2023
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Paragon Private Wealth Management 50k $4.0M 4% Dec 2023
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Nations Financial Group 50k $4.3M 27% Mar 2024
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First Heartland Consultants 50k $4.0M -18% Dec 2023
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Citadel Advisors 49k $4.0M -64% Dec 2023
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National Asset Management 49k $3.9M -44% Dec 2023
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Triumph Capital Management 49k $4.1M -2% 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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Beck Bode 46k $3.7M -11% Dec 2023
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Flow Traders US 46k $3.7M 100% 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 $3.5M -1% Dec 2023
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Kingswood Wealth Advisors 43k $3.7M 4% Mar 2024
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Creative Financial Designs 41k $3.3M -8% Dec 2023
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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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Secure Asset Management 41k $3.2M -3% Dec 2023
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Cozad Asset Management 40k $3.2M -14% Dec 2023
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Waterfront Wealth 40k $3.2M 1% Dec 2023
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Essex Financial Services 40k $3.4M -1% Mar 2024
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Citigroup 39k $3.1M -8% Dec 2023
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CWM 39k $3.3M 14% Mar 2024
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Pine Valley Investments Ltd Liability 38k $3.1M 0% Dec 2023
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Gladstone Institutional Advisory 38k $3.0M -5% Dec 2023
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Visionary Wealth Advisors 38k $3.0M -2% Dec 2023
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Principal Securities 37k $3.0M 100% Dec 2023
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ForthRight Wealth Management 37k $3.1M -2% Mar 2024
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International Assets Investment Management 37k $3.1M -99% Mar 2024
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J.w. Cole Advisors 36k $2.9M 3% Dec 2023
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Moneywise 36k $3.1M -25% Mar 2024
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Y.D. More Investments 36k $2.9M 27% Dec 2023
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Wiley Bros.-aintree Capital 36k $3.0M 100% Mar 2024
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BlueChip Wealth Advisors 35k $2.8M 100% Dec 2023
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Cornerstone Wealth Management 34k $2.9M -1% Mar 2024
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Harwood Advisory 34k $2.7M -8% Dec 2023
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Geneos Wealth Management 34k $2.7M -53% Dec 2023
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Clear Creek Financial Management 33k $2.8M 94% Mar 2024
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DeDora Capital 33k $2.8M -10% Mar 2024
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We Are One Seven 32k $2.5M 3% Dec 2023
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Global Retirement Partners 31k $2.7M -71% Mar 2024
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Cambridge Advisors 30k $2.6M -3% Mar 2024
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Creative Planning 30k $2.4M 166% Dec 2023
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Beacon Pointe Advisors 27k $2.1M -28% Dec 2023
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Daymark Wealth Partners 23k $1.8M -67% Dec 2023
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Comprehensive Financial Consultants Institutional 21k $1.7M -41% Dec 2023
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Onyx Bridge Wealth Group 20k $1.6M -48% Dec 2023
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Jane Street 15k $1.2M -76% Dec 2023
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Keystone Financial Group 12k $956k -95% Dec 2023
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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
Atria Investments Sep 2023 59k $4.4M