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 8.1M $756M -1% Sep 2025
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Morgan Stanley 5.9M $541M 100% Jun 2025
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Raymond James Financial 4.8M $454M -4% Sep 2025
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Wells Fargo & Company 3.1M $287M -1% Sep 2025
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Cetera Investment Advisers 1.6M $153M 11% Sep 2025
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UBS Group 1.4M $132M -7% Sep 2025
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Advisor Group Holdings 1.3M $126M 8% Sep 2025
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Royal Bank of Canada 1.2M $109M -3% Sep 2025
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Envestnet Asset Management 1.1M $106M -1% Sep 2025
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Commonwealth Equity Services 1.1M $105M -2% Sep 2025
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Cambridge Investment Research Advisors 1.0M $95M 1% Sep 2025
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Ameriprise Financial 971k $91M 0% Sep 2025
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Stifel Financial 745k $70M 10% Sep 2025
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Private Advisor 730k $68M -5% Sep 2025
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Jones Financial Companies, L.L 665k $62M 20% Sep 2025
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Harbour Investments 593k $56M 1% Sep 2025
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Branch Banking & Trust Company 571k $54M 0% Sep 2025
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Concurrent Investment Advisors 455k $43M 3% Sep 2025
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Silver Oak Securities 438k $41M 2% Sep 2025
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Janney Montgomery Scott 401k $38M 9% Sep 2025
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Kestra Advisory Services 387k $36M -9% Sep 2025
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American Financial Advisors 378k $35M 3% Sep 2025
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Pollock Investment Advisors 372k $35M -4% Sep 2025
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Mml Investors Services 364k $34M -8% Sep 2025
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Park National Corp 361k $34M -15% Sep 2025
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IFG Advisory 338k $32M 3% Sep 2025
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Northwestern Mutual Wealth Management Company 331k $31M -1% Sep 2025
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Archer Investment Corp 322k $30M -2% Sep 2025
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Gratus Wealth Advisors 306k $29M 4% Sep 2025
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Two Sigma Investments 287k $27M 1226% Sep 2025
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D.A. Davidson & Co. 284k $27M 2% Sep 2025
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Bennett Associates Wealth Management 273k $26M 5% Sep 2025
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Regal Investment Advisors 262k $25M 2% Sep 2025
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Baird Financial 257k $24M -5% Sep 2025
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Scarborough Advisors 241k $22M 6% Jun 2025
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HBK Sorce Advisory 223k $21M 1% Sep 2025
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Heck Capital Advisors 223k $21M -4% Sep 2025
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Mariner Wealth Advisors 211k $20M 19% Sep 2025
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Goss Wealth Management 194k $26M 16% Sep 2025
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H D Vest Advisory Services 193k $18M -21% Jun 2025
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Prospera Financial Services 173k $16M -26% Sep 2025
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Rockefeller Capital Management 168k $16M -6% Sep 2025
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Investors Research Corp 167k $16M 5% Sep 2025
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Oppenheimer & Co 165k $16M 3% Sep 2025
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tru Independence 164k $15M 7% Sep 2025
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Vestmark Advisory Solutions 156k $15M -52% Sep 2025
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Sargent Investment Group 155k $15M -4% Sep 2025
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Stratos Wealth Partners 135k $13M -2% Sep 2025
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Walkner Condon Financial Advisors 134k $13M 20% Sep 2025
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HighTower Advisors 125k $12M 4% Sep 2025
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Ergawealth Advisors 122k $11M -24% Sep 2025
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Pnc Financial Services 118k $11M 0% Sep 2025
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Holistic Financial Partners 118k $11M 2% Sep 2025
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Virtus Wealth Solutions 112k $11M -3% Sep 2025
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Western Wealth Management 111k $10M 0% Sep 2025
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FTB Advisors 111k $10M 2% Jun 2025
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Golden State Wealth Management 110k $10M -3% Sep 2025
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Concentrum Wealth Management 109k $10M 5% Sep 2025
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Equitable Holdings 109k $10M 3% Sep 2025
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Atria Wealth Solutions 109k $9.9M -40% Jun 2025
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Gateway Wealth Partners 107k $10M -2% Sep 2025
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Steward Partners Investment Advisory 104k $9.8M 4% Sep 2025
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Great Valley Advisor Group 103k $9.6M 0% Sep 2025
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Arkadios Wealth Advisors 100k $9.4M 15% Sep 2025
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Solano Wealth Investment Advisors 99k $9.3M -2% Sep 2025
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ValMark Advisers 98k $9.2M -2% Sep 2025
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Benjamin Edwards 97k $9.1M 24% Sep 2025
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Triumph Capital Management 91k $8.5M 84% Sep 2025
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TD Capital Management 89k $8.4M -4% Sep 2025
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PFG Advisors 89k $8.3M -4% Sep 2025
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Commonwealth Financial Services 88k $8.2M 17% Sep 2025
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Kingswood Wealth Advisors 87k $8.2M 56% Sep 2025
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Kestra Private Wealth Services 86k $8.1M -2% Sep 2025
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Southland Equity Partners 84k $7.9M -4% Sep 2025
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Morey & Quinn Wealth Partners 83k $7.7M 0% Sep 2025
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Goldman Sachs Group 79k $7.4M -96% Sep 2025
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RiverTree Advisors 79k $7.4M 0% Sep 2025
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Kingsview Wealth Management 78k $7.3M -4% Sep 2025
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Dagco 77k $7.2M -4% Sep 2025
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Creative Planning 75k $7.0M -7% Sep 2025
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Assetmark 74k $6.9M 9% Sep 2025
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IMG Wealth Management 74k $6.9M 11% Sep 2025
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PCG Wealth Advisors 73k $6.9M -3% Sep 2025
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GPS Wealth Strategies Group 73k $6.8M -4% Sep 2025
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Stephens 73k $6.8M 0% Sep 2025
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Wiley Bros.-aintree Capital 71k $6.7M 1% Sep 2025
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Integrated Wealth Concepts 69k $6.4M -25% Sep 2025
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Plotkin Financial Advisors 68k $6.3M -2% Sep 2025
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Atlas Wealth 63k $5.9M 8% Sep 2025
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Mount Yale Investment Advisors 60k $5.6M 100% Sep 2025
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Ameritas Advisory Services 59k $5.6M 9% Sep 2025
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Key Client Fiduciary Advisors 59k $5.5M -1% Sep 2025
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Purus Wealth Management 59k $5.5M 0% Sep 2025
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Shelton Wealth Management 59k $5.5M 3% Sep 2025
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Snowden Capital Advisors 59k $5.5M -20% Sep 2025
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Bernardo Wealth Planning 58k $5.5M 0% Sep 2025
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Wedbush Morgan Securities 58k $5.4M -22% Sep 2025
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ABLE Financial Group 58k $5.4M -3% Sep 2025
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IHT Wealth Management 57k $5.3M -3% Sep 2025
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Intellus Advisors 56k $5.3M -2% Sep 2025
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MAI Wealth Advisors 53k $5.0M -4% Sep 2025
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Geneos Wealth Management 53k $4.9M -1% Sep 2025
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Y.D. More Investments 53k $4.9M -10% Sep 2025
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Wealth Enhancement Advisory Services 52k $4.9M -5% Sep 2025
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Tradition Wealth Management 51k $4.8M -2% Sep 2025
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AE Wealth Management 50k $4.7M -3% Sep 2025
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Daymark Wealth Partners 49k $4.6M 53% Sep 2025
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Aptus Capital Advisors 49k $4.6M 4% Sep 2025
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Lokken Investment Group 49k $4.6M 3% Sep 2025
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Barrett & Company 48k $4.5M 0% Sep 2025
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J.w. Cole Advisors 48k $4.5M 1% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 48k $4.5M -6% Sep 2025
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Atria Investments 47k $4.4M -21% Sep 2025
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Stonehaven Wealth & Tax Solutions 47k $4.4M 1% Sep 2025
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KPP Advisory Services 47k $4.4M -44% Sep 2025
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Citadel Advisors 46k $4.3M 13% Sep 2025
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Dynamic Advisors Solutions 46k $4.3M 5% Sep 2025
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Sigma Planning 45k $4.2M -19% Sep 2025
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Good Life Advisors 45k $4.1M -6% Jun 2025
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Pensionmark Financial Group 45k $4.2M -1% Sep 2025
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Roman Butler Fullerton & Co 44k $4.0M -1% Sep 2025
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Forefront Wealth Partners 43k $4.1M -26% Sep 2025
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Summit Financial 43k $4.0M 11% Sep 2025
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Fsb Premier Wealth Management 43k $4.0M -14% Sep 2025
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Susquehanna International 41k $3.9M -8% Sep 2025
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Signature Estate and Investment Advisors 41k $3.8M -4% Sep 2025
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Waterloo Capital 41k $3.8M 0% Sep 2025
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Nbc Securities 41k $3.8M -41% Sep 2025
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Claris Financial 40k $3.6M -33% Jun 2025
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Waterfront Wealth 40k $3.7M -3% Sep 2025
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Brueske Advisory Services 39k $3.7M -3% Sep 2025
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Guardian Wealth Advisors, Llc / Nc 39k $3.7M 0% Sep 2025
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Qube Research & Technologies 39k $3.7M -42% Sep 2025
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International Assets Investment Management 39k $3.5M 0% Sep 2025
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Strategic Blueprint 37k $3.5M 0% Sep 2025
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Essex Financial Services 37k $3.4M -1% Sep 2025
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Brian McDonald 37k $3.4M -1% Sep 2025
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Perennial Investment Advisors 37k $3.4M -5% Sep 2025
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Ausdal Financial Partners 36k $3.4M 30% Sep 2025
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Paragon Private Wealth Management 35k $3.2M -5% Sep 2025
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Forge Financial Services 34k $3.1M -3% Sep 2025
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FMR 34k $3.2M 3% Sep 2025
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Delos Wealth Advisors 34k $3.1M 8% Sep 2025
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Clear Creek Financial Management 33k $3.1M 3% Sep 2025
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Foundations Investment Advisors 33k $3.1M -44% Sep 2025
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BKA Wealth Consulting 32k $3.0M -5% Sep 2025
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Tcfg Wealth Management 32k $3.0M 100% Sep 2025
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Intl Fcstone 32k $3.0M 8% Sep 2025
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Perissos Private Wealth Management 32k $3.0M -6% Sep 2025
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Gladstone Institutional Advisory 31k $2.9M 5% Sep 2025
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CWM 30k $2.8M -4% Sep 2025
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IFP Advisors 30k $2.8M -6% Sep 2025
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Jpmorgan Chase & Co 29k $2.7M -28% Sep 2025
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Richmond Investment Services 26k $2.5M -15% Sep 2025
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DHJJ Financial Advisors 25k $2.4M -42% Sep 2025
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Envestnet Portfolio Solutions 21k $2.0M -60% Sep 2025
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SLT Holdings 12k $1.1M -71% Sep 2025
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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
SRS Capital Advisors Jun 2025 267k $24M
Evelyn Partners Investment Management Jun 2025 193k $18M
Summit Wealth Group Llc / Co Jun 2025 174k $16M
Siligmueller & Norvid Wealth Advisors Jun 2025 98k $8.9M
Bank Hapoalim Bm Jun 2025 85k $7.6M
Financial Advocates Investment Management Jun 2025 36k $3.3M