First Trust DB Strateg Val Idx Fnd shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in First Trust DB Strateg Val Idx Fnd
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Quarterly reported holdings in First Trust DB Strateg Val Idx Fnd by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.7M | 66k | 85.65 |
| 2023-12-31 | $5.2M | 65k | 80.04 |
| 2023-09-30 | $4.8M | 65k | 73.63 |
| 2023-06-30 | $4.5M | 60k | 75.08 |
| 2023-03-31 | $4.0M | 55k | 72.94 |
| 2022-12-31 | $4.0M | 54k | 74.95 |
| 2022-09-30 | $3.7M | 53k | 69.82 |
| 2022-06-30 | $3.5M | 50k | 69.91 |
| 2022-03-31 | $4.0M | 47k | 84.55 |
| 2021-12-31 | $4.0M | 47k | 84.55 |
| 2021-09-30 | $3.2M | 43k | 74.80 |
| 2021-06-30 | $3.0M | 40k | 75.54 |
| 2021-03-31 | $2.5M | 35k | 70.80 |
| 2020-12-31 | $2.1M | 32k | 67.49 |
| 2020-09-30 | $1.9M | 30k | 63.27 |
| 2020-06-30 | $1.6M | 27k | 58.41 |
| 2020-03-31 | $800k | 16k | 49.66 |
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