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 7.7M $711M -5% Dec 2025
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Raymond James Financial 4.8M $454M -4% Sep 2025
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Wells Fargo & Company 2.9M $268M -5% Dec 2025
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Cetera Investment Advisers 1.5M $141M -6% Dec 2025
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UBS Group 1.4M $131M 1% Dec 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 $101M -4% Dec 2025
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Cambridge Investment Research Advisors 981k $91M -3% Dec 2025
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Ameriprise Financial 971k $91M 0% Sep 2025
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Commonwealth Equity Services 904k $84M -19% Dec 2025
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Stifel Financial 743k $69M 0% Dec 2025
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Jones Financial Companies, L.L 665k $62M 20% Sep 2025
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Private Advisor 648k $60M -11% Dec 2025
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Harbour Investments 593k $56M 1% Sep 2025
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Branch Banking & Trust Company 569k $53M 0% Dec 2025
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Concurrent Investment Advisors 470k $44M 3% Dec 2025
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Silver Oak Securities 429k $40M -2% Dec 2025
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Janney Montgomery Scott 418k $39M 4% Dec 2025
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Kestra Advisory Services 384k $36M -1% Dec 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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Park National Corp 338k $31M -6% Dec 2025
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Northwestern Mutual Wealth Management Company 308k $29M -7% Dec 2025
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Gratus Wealth Advisors 308k $28M 1% Dec 2025
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Archer Investment Corp 303k $28M -6% Dec 2025
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Two Sigma Investments 287k $27M 1226% Sep 2025
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IFG Advisory 279k $26M -17% Dec 2025
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D.A. Davidson & Co. 279k $26M -2% Dec 2025
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Regal Investment Advisors 267k $25M 2% Dec 2025
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Mml Investors Services 260k $24M -29% Dec 2025
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Bennett Associates Wealth Management 258k $24M -5% Dec 2025
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Scarborough Advisors 256k $24M 6% Dec 2025
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Goss Wealth Management 228k $30M 18% Dec 2025
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Baird Financial 227k $21M -12% Dec 2025
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HBK Sorce Advisory 221k $22M -1% Dec 2025
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Mariner Wealth Advisors 208k $19M -1% Dec 2025
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Rockefeller Capital Management 187k $17M 11% Dec 2025
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Vestmark Advisory Solutions 187k $17M 19% Dec 2025
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Heck Capital Advisors 186k $17M -16% Dec 2025
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tru Independence 178k $16M 8% Dec 2025
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Investors Research Corp 173k $16M 4% Dec 2025
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Bank Hapoalim Bm 159k $15M 100% Dec 2025
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Sargent Investment Group 146k $14M -6% Dec 2025
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Walkner Condon Financial Advisors 134k $13M 20% Sep 2025
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Stratos Wealth Partners 131k $12M -3% Dec 2025
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Pnc Financial Services 121k $11M 2% Dec 2025
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HighTower Advisors 120k $11M -4% Dec 2025
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Holistic Financial Partners 115k $11M -2% Dec 2025
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Concentrum Wealth Management 112k $10M 3% Dec 2025
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Merit Financial Group 112k $10M 100% Dec 2025
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Western Wealth Management 111k $10M 0% Sep 2025
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Steward Partners Investment Advisory 111k $10M 7% Dec 2025
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Virtus Wealth Solutions 111k $10M -1% Dec 2025
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Golden State Wealth Management 110k $10M -3% Sep 2025
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SRS Capital Advisors 110k $10M 100% Dec 2025
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Equitable Holdings 109k $10M 3% Sep 2025
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Gateway Wealth Partners 107k $10M -2% Sep 2025
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Prospera Financial Services 107k $9.9M -38% Dec 2025
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Benjamin Edwards 105k $9.7M 8% Dec 2025
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Great Valley Advisor Group 103k $9.6M 0% Sep 2025
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Summit Wealth Group Llc / Co 103k $9.5M 100% Dec 2025
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Solano Wealth Investment Advisors 99k $9.3M -2% Sep 2025
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Commonwealth Financial Services 95k $8.8M 9% Dec 2025
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Sentinus 92k $8.5M 100% Dec 2025
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Triumph Capital Management 91k $8.5M 84% Sep 2025
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Kingswood Wealth Advisors 90k $8.3M 3% Dec 2025
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TD Capital Management 89k $8.4M -4% Sep 2025
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Kestra Private Wealth Services 84k $7.8M -3% Dec 2025
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Goldman Sachs Group 82k $7.6M 4% Dec 2025
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Southland Equity Partners 82k $7.6M -3% Dec 2025
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Morey & Quinn Wealth Partners 81k $7.5M -2% Dec 2025
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RiverTree Advisors 79k $7.3M 0% Dec 2025
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Creative Planning 77k $7.1M 3% Dec 2025
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Assetmark 77k $7.1M 4% Dec 2025
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Kingsview Wealth Management 77k $7.1M -2% Dec 2025
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Dagco 76k $7.0M -1% Dec 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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Wiley Bros.-aintree Capital 72k $6.6M 1% Dec 2025
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Stephens 70k $6.5M -3% Dec 2025
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Wedbush Morgan Securities 68k $6.3M 17% Dec 2025
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Plotkin Financial Advisors 66k $6.1M -3% Dec 2025
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Arkadios Wealth Advisors 65k $6.0M -35% Dec 2025
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Atlas Wealth 65k $6.0M 2% Dec 2025
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Integrated Wealth Concepts 64k $5.9M -7% Dec 2025
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ValMark Advisers 63k $5.8M -36% Dec 2025
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Intellus Advisors 60k $5.5M 6% Dec 2025
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Purus Wealth Management 59k $5.5M 0% Dec 2025
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Snowden Capital Advisors 59k $5.5M -20% Sep 2025
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Shelton Wealth Management 58k $5.4M -1% Dec 2025
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Claris Financial 58k $5.4M 45% Dec 2025
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Bernardo Wealth Planning 58k $5.4M -1% Dec 2025
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ABLE Financial Group 58k $5.3M 0% Dec 2025
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IHT Wealth Management 56k $5.1M -2% Dec 2025
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Wealth Enhancement Advisory Services 55k $5.2M 5% Dec 2025
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Pensionmark Financial Group 53k $3.8M 17% Dec 2025
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KPP Advisory Services 52k $4.8M 10% Dec 2025
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Tradition Wealth Management 51k $4.8M -2% Sep 2025
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Geneos Wealth Management 50k $4.7M -5% Dec 2025
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MAI Wealth Advisors 50k $4.6M -6% Dec 2025
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Stonehaven Wealth & Tax Solutions 50k $4.6M 6% Dec 2025
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PFG Advisors 50k $4.6M -44% Dec 2025
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Qube Research & Technologies 49k $4.6M 26% Dec 2025
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Lokken Investment Group 49k $4.6M 3% Sep 2025
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AE Wealth Management 48k $4.5M -3% Dec 2025
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J.w. Cole Advisors 48k $4.5M 1% Sep 2025
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Barrett & Company 48k $4.4M -1% Dec 2025
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Aptus Capital Advisors 48k $4.4M -2% Dec 2025
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Oakmont Partners 48k $4.4M 100% Dec 2025
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Y.D. More Investments 47k $4.4M -10% Dec 2025
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Atria Investments 47k $4.4M 0% Dec 2025
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Forefront Wealth Partners 47k $4.4M 8% Dec 2025
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Citadel Advisors 46k $4.3M 13% Sep 2025
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Roman Butler Fullerton & Co 43k $4.2M -1% Dec 2025
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Fsb Premier Wealth Management 43k $4.0M -14% Sep 2025
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Nelson, Van Denburg & Campbell Wealth Management 42k $3.9M -11% Dec 2025
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Sigma Planning 41k $3.8M -10% Dec 2025
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Susquehanna International 41k $3.8M -2% Dec 2025
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Farther Finance Advisors 41k $3.7M 70% Dec 2025
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Ergawealth Advisors 40k $3.7M -67% Dec 2025
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Waterfront Wealth 40k $3.8M 1% Dec 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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Northbridge Financial Group 39k $3.6M 100% Dec 2025
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International Assets Investment Management 39k $3.5M 0% Sep 2025
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Waterloo Capital 38k $3.5M -7% Dec 2025
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Signature Estate and Investment Advisors 37k $3.4M -9% Dec 2025
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Perennial Investment Advisors 37k $3.4M -5% Sep 2025
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Ausdal Financial Partners 35k $3.3M -3% Dec 2025
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Clear Creek Financial Management 35k $3.3M 6% Dec 2025
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Essex Financial Services 35k $3.2M -5% Dec 2025
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Paragon Private Wealth Management 35k $3.2M -5% Sep 2025
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Axxcess Wealth Management 34k $3.2M 121% Dec 2025
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Daymark Wealth Partners 34k $3.2M -30% Dec 2025
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Foundations Investment Advisors 34k $3.2M 4% Dec 2025
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Forge Financial Services 34k $3.1M -3% Sep 2025
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Mount Yale Investment Advisors 34k $3.1M -43% Dec 2025
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FMR 34k $3.2M 3% Sep 2025
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Brian McDonald 34k $3.1M -8% Dec 2025
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Delos Wealth Advisors 34k $3.1M 8% Sep 2025
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Intl Fcstone 33k $3.1M 3% Dec 2025
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Pinnacle Financial Partners 32k $3.0M 100% Dec 2025
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Tcfg Wealth Management 32k $3.0M 100% Sep 2025
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BKA Wealth Consulting 32k $3.0M -1% Dec 2025
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Sun Financial 31k $2.9M 100% Dec 2025
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IFP Advisors 31k $2.9M 5% Dec 2025
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CWM 31k $2.9M 3% Dec 2025
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Crux Wealth Advisors 31k $2.9M 393% Dec 2025
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Centerpoint Advisory Group 29k $2.7M 0% Dec 2025
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Gladstone Institutional Advisory 29k $2.7M -5% Dec 2025
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Perissos Private Wealth Management 29k $2.7M -8% Dec 2025
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1776 Wealth 29k $2.7M -2% Sep 2025
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Dynamic Advisors Solutions 27k $2.5M -40% Dec 2025
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Richmond Investment Services 26k $2.5M -15% Sep 2025
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Summit Financial 25k $2.3M -42% Dec 2025
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Envestnet Portfolio Solutions 21k $2.0M -60% Sep 2025
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Strategic Blueprint 19k $1.7M -50% Dec 2025
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Ameritas Advisory Services 12k $1.1M -80% Dec 2025
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SLT Holdings 12k $1.1M -71% Sep 2025
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Key Client Fiduciary Advisors 8.6k $798k -85% Dec 2025
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GPS Wealth Strategies Group 6.2k $571k -92% Dec 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
Evelyn Partners Investment Management Jun 2025 193k $18M
Oppenheimer & Co Sep 2025 165k $16M
Siligmueller & Norvid Wealth Advisors Jun 2025 98k $8.9M
Nbc Securities Sep 2025 41k $3.8M
Financial Advocates Investment Management Jun 2025 36k $3.3M