Who owns First Trust DB Strateg Val Idx Fnd?
- Ticker: FTCS
- CUSIP Number: 33733E104
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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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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 | 7.4M | $670M | -3% | Sep 2024 |
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Morgan Stanley | 6.7M | $562M | -2% | Jun 2024 |
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Wells Fargo & Company | 3.5M | $322M | -3% | Sep 2024 |
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Raymond James Financial Services Advisors | 3.3M | $299M | -3% | Sep 2024 |
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International Assets Investment Management | 3.1M | $34M | 8648% | Sep 2024 |
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Raymond James & Associates | 2.6M | $237M | -1% | Sep 2024 |
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Commonwealth Equity Services | 1.5M | $140M | -8% | Sep 2024 |
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Cetera Investment Advisers | 1.5M | $128M | -2% | Jun 2024 |
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Envestnet Asset Management | 1.5M | $136M | -1% | Sep 2024 |
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Royal Bank of Canada | 1.4M | $127M | -4% | Sep 2024 |
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Advisor Group Holdings | 1.3M | $117M | -24% | Sep 2024 |
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Private Advisor | 1.1M | $99M | -10% | Sep 2024 |
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Bank of America Corporation | 1.1M | $99M | -40% | Sep 2024 |
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Cambridge Investment Research Advisors | 1.0M | $95M | -3% | Sep 2024 |
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Stifel Financial | 914k | $77M | 3% | Jun 2024 |
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Branch Banking & Trust Company | 668k | $56M | -17% | Jun 2024 |
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Harbour Investments | 623k | $57M | 3% | Sep 2024 |
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Park National Corp | 479k | $44M | 0% | Sep 2024 |
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Mml Investors Services | 446k | $40M | 1% | Sep 2024 |
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Silver Oak Securities | 427k | $39M | 1% | Sep 2024 |
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Kestra Advisory Services | 418k | $38M | -15% | Sep 2024 |
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American Financial Advisors | 391k | $36M | -2% | Sep 2024 |
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Stratos Wealth Partners | 360k | $33M | -2% | Sep 2024 |
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Concurrent Investment Advisors | 349k | $32M | 19% | Sep 2024 |
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IFG Advisory | 341k | $31M | -3% | Sep 2024 |
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D.A. Davidson & Co. | 337k | $28M | 3% | Jun 2024 |
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Archer Investment Corp | 304k | $28M | 3% | Sep 2024 |
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Atria Wealth Solutions | 298k | $27M | -1% | Sep 2024 |
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H D Vest Advisory Services | 285k | $24M | 7% | Jun 2024 |
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Janney Montgomery Scott | 278k | $25M | 0% | Sep 2024 |
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Prospera Financial Services | 277k | $25M | -10% | Sep 2024 |
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Gratus Wealth Advisors | 275k | $25M | 3% | Sep 2024 |
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Bennett Associates Wealth Management | 274k | $25M | 3% | Sep 2024 |
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Solano Wealth Management | 249k | $21M | 4% | Jun 2024 |
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Regal Investment Advisors | 231k | $21M | 2% | Sep 2024 |
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Benjamin F. Edwards & Company | 221k | $19M | -1% | Jun 2024 |
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Benjamin Edwards | 216k | $20M | 2428% | Sep 2024 |
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HBK Sorce Advisory | 210k | $19M | -3% | Sep 2024 |
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Scarborough Advisors | 209k | $19M | 3% | Sep 2024 |
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Vestmark Advisory Solutions | 207k | $17M | 2% | Jun 2024 |
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Ergawealth Advisors | 204k | $19M | 1% | Sep 2024 |
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ABLE Financial Group | 198k | $18M | -6% | Sep 2024 |
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Kestra Private Wealth Services | 189k | $17M | -2% | Sep 2024 |
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Mariner Wealth Advisors | 187k | $17M | -7% | Sep 2024 |
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Sargent Investment Group | 169k | $15M | 16% | Sep 2024 |
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ValMark Advisers | 169k | $15M | 2% | Sep 2024 |
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Rockefeller Capital Management | 163k | $14M | 3% | Jun 2024 |
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Western Wealth Management | 161k | $15M | -14% | Sep 2024 |
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Walkner Condon Financial Advisors | 156k | $14M | -3% | Sep 2024 |
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Oppenheimer & Co | 146k | $13M | 12% | Sep 2024 |
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Great Valley Advisor Group | 142k | $13M | 30% | Sep 2024 |
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Jones Financial Companies, L.L | 139k | $13M | 966% | Sep 2024 |
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Strategic Planning Group | 137k | $13M | 4% | Sep 2024 |
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tru Independence | 136k | $12M | 9% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 135k | $12M | 12% | Sep 2024 |
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Goss Wealth Management | 133k | $11M | -21% | Jun 2024 |
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Investors Research Corp | 129k | $12M | 7% | Sep 2024 |
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Pnc Financial Services | 129k | $12M | 2% | Sep 2024 |
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Bank Hapoalim Bm | 125k | $11M | 0% | Sep 2024 |
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AE Wealth Management | 125k | $11M | 22% | Sep 2024 |
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Cedrus | 121k | $11M | 14% | Sep 2024 |
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Ameritas Advisory Services | 119k | $11M | 31% | Sep 2024 |
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RiverTree Advisors | 116k | $11M | -7% | Sep 2024 |
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PFG Advisors | 114k | $10M | -13% | Sep 2024 |
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Integrated Wealth Concepts | 114k | $10M | -11% | Sep 2024 |
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Assetmark | 114k | $10M | 12% | Sep 2024 |
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Goldman Sachs Group | 111k | $9.3M | 38% | Jun 2024 |
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Nilsine Partners | 111k | $10M | 1% | Sep 2024 |
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HighTower Advisors | 110k | $9.3M | 100% | Jun 2024 |
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FTB Advisors | 109k | $9.9M | -11% | Sep 2024 |
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Arkadios Wealth Advisors | 109k | $9.8M | 15% | Sep 2024 |
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TD Capital Management | 105k | $9.6M | -1% | Sep 2024 |
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Holistic Financial Partners | 102k | $9.3M | 100% | Sep 2024 |
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Gateway Wealth Partners | 99k | $9.0M | -3% | Sep 2024 |
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Steward Partners Investment Advisory | 94k | $7.9M | -4% | Jun 2024 |
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Fsb Premier Wealth Management | 93k | $7.8M | -16% | Jun 2024 |
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Concentrum Wealth Management | 89k | $8.0M | 2% | Sep 2024 |
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Sigma Planning | 88k | $8.0M | -30% | Sep 2024 |
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Equitable Holdings | 87k | $7.3M | 3% | Jun 2024 |
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Southland Equity Partners | 85k | $7.7M | 8% | Sep 2024 |
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Kingsview Wealth Management | 85k | $7.7M | 1% | Sep 2024 |
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GeoWealth Management | 83k | $7.6M | 675% | Sep 2024 |
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KPP Advisory Services | 82k | $7.4M | -21% | Sep 2024 |
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Envestnet Portfolio Solutions | 79k | $7.2M | -9% | Sep 2024 |
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GPS Wealth Strategies Group | 79k | $7.1M | 34% | Sep 2024 |
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PCG Wealth Advisors | 77k | $7.0M | -5% | Sep 2024 |
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Coppell Advisory Solutions | 76k | $6.9M | -1% | Sep 2024 |
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Snowden Capital Advisors | 74k | $6.8M | 23% | Sep 2024 |
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Bank of New York Mellon | 73k | $6.6M | -8% | Sep 2024 |
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Nbc Securities | 73k | $6.6M | -7% | Sep 2024 |
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Stephens | 73k | $6.6M | 1% | Sep 2024 |
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Plotkin Financial Advisors | 72k | $6.6M | -1% | Sep 2024 |
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Elevation Capital Advisory | 72k | $6.5M | 100% | Sep 2024 |
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Good Life Advisors | 70k | $6.4M | -8% | Sep 2024 |
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Kingswood Wealth Advisors | 69k | $6.3M | 61% | Sep 2024 |
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Resources Investment Advisors | 69k | $6.3M | -1% | Sep 2024 |
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Shelton Wealth Management | 67k | $6.1M | -12% | Sep 2024 |
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Foundations Investment Advisors | 67k | $6.1M | -3% | Sep 2024 |
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IFP Advisors | 65k | $5.4M | 2% | Jun 2024 |
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Perennial Investment Advisors | 65k | $5.4M | -13% | Jun 2024 |
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Key Client Fiduciary Advisors | 61k | $5.6M | -3% | Sep 2024 |
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Citigroup | 61k | $5.5M | 14% | Sep 2024 |
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Bernardo Wealth Planning | 61k | $5.6M | -6% | Sep 2024 |
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MAI Wealth Advisors | 59k | $5.4M | -3% | Sep 2024 |
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Fifth Third Securities | 58k | $5.3M | -23% | Sep 2024 |
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DHJJ Financial Advisors | 57k | $5.1M | -12% | Sep 2024 |
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Pensionmark Financial Group | 56k | $5.1M | 66% | Sep 2024 |
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Purus Wealth Management | 56k | $5.1M | -1% | Sep 2024 |
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Citadel Advisors | 56k | $5.1M | 100% | Sep 2024 |
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Wealth Enhancement Advisory Services | 56k | $4.7M | -10% | Jun 2024 |
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Tradition Wealth Management | 53k | $4.8M | 0% | Sep 2024 |
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Waterloo Capital | 52k | $4.4M | -6% | Jun 2024 |
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Nations Financial Group | 52k | $4.7M | 3% | Sep 2024 |
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Jane Street | 52k | $4.7M | 18% | Sep 2024 |
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Wiley Bros.-aintree Capital | 51k | $4.3M | 43% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 50k | $4.6M | -3% | Sep 2024 |
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Y.D. More Investments | 50k | $4.5M | 7% | Sep 2024 |
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Dagco | 49k | $4.5M | 100% | Sep 2024 |
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Fermata Advisors | 49k | $4.5M | -3% | Sep 2024 |
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Roman Butler Fullerton & Co | 49k | $4.5M | 2% | Sep 2024 |
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ORBA Wealth Advisors | 48k | $4.4M | -9% | Sep 2024 |
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Kaydan Wealth Management | 48k | $4.4M | 2% | Sep 2024 |
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Paragon Private Wealth Management | 48k | $4.4M | -1% | Sep 2024 |
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Dynamic Advisors Solutions | 48k | $4.4M | -6% | Sep 2024 |
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Financial Services Advisory | 48k | $4.3M | 100% | Sep 2024 |
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BKA Wealth Consulting | 47k | $4.3M | 2% | Sep 2024 |
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Secure Asset Management | 47k | $4.3M | 3% | Sep 2024 |
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Raymond James Trust | 47k | $4.2M | 1% | Sep 2024 |
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Barrett & Company | 47k | $4.2M | 2% | Sep 2024 |
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Signature Estate and Investment Advisors | 47k | $4.2M | -8% | Sep 2024 |
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Lokken Investment Group | 46k | $4.1M | 1% | Sep 2024 |
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Aptus Capital Advisors | 45k | $4.1M | 0% | Sep 2024 |
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Principal Securities | 45k | $4.1M | 2% | Sep 2024 |
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Wetzel Investment Advisors | 44k | $4.0M | -6% | Sep 2024 |
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Strategic Blueprint | 41k | $3.7M | -34% | Sep 2024 |
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Waterfront Wealth | 41k | $3.7M | 6% | Sep 2024 |
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Jpmorgan Chase & Co | 40k | $3.6M | -93% | Sep 2024 |
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Essex Financial Services | 40k | $3.6M | -3% | Sep 2024 |
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CWM | 39k | $3.6M | -3% | Sep 2024 |
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Financial Advocates Investment Management | 39k | $3.5M | 0% | Sep 2024 |
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J.w. Cole Advisors | 37k | $3.4M | 1% | Sep 2024 |
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Iams Wealth Management | 37k | $3.3M | 9% | Sep 2024 |
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Pine Valley Investments Ltd Liability | 37k | $3.3M | 100% | Sep 2024 |
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Brian McDonald | 37k | $3.3M | -2% | Sep 2024 |
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Clear Creek Financial Management | 36k | $3.3M | 1% | Sep 2024 |
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Perissos Private Wealth Management | 36k | $3.0M | 100% | Jun 2024 |
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Ausdal Financial Partners | 36k | $3.2M | -70% | Sep 2024 |
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Visionary Wealth Advisors | 35k | $3.2M | 1% | Sep 2024 |
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Kowal Investment Group | 35k | $3.2M | -94% | Sep 2024 |
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BlueChip Wealth Advisors | 30k | $2.5M | -16% | Jun 2024 |
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ICA Group Wealth Management | 27k | $2.3M | -70% | Jun 2024 |
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Maxwell Wealth Strategies | 27k | $2.4M | -54% | Sep 2024 |
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Qube Research & Technologies | 16k | $1.3M | -81% | Jun 2024 |
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Belpointe Asset Management | 14k | $1.5M | -65% | Jun 2024 |
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Private Advisory | 9.9k | $899k | -77% | Sep 2024 |
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Wayne Hummer Investments | 9.1k | $822k | -91% | Sep 2024 |
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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 |
---|---|---|---|
Sanctuary Advisors | Jun 2024 | 115k | $9.5M |
OneAscent Financial Services | Jun 2024 | 53k | $4.5M |
Advisory Alpha | Jun 2024 | 48k | $4.0M |
Virtue Capital Management | Mar 2024 | 44k | $3.7M |
Thrivent Financial for Lutherans | Mar 2024 | 44k | $3.8M |