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First Trust DB Strateg Val Idx Fnd shares owned by Strategic Planning Group

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Strategic Planning Group from 13F filings

Historical chart of Strategic Planning Group investment in First Trust DB Strateg Val Idx Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust DB Strateg Val Idx Fnd held by Strategic Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust DB Strateg Val Idx Fnd by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 126k 85.65
2023-12-31 $8.6M 108k 80.04

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Alphabet Cap Stk Cl C (GOOG)
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View all positions for Strategic Planning Group

Top funds holding First Trust DB Strateg Val Idx Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Bank of America Corporation
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Global Assets Advisory
Private Advisor
Cambridge Investment Research Advisors
Stifel Financial
Branch Banking & Trust Company
Baird Financial
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd