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 | 7.6M | $636M | -5% | Jun 2024 |
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Morgan Stanley | 6.7M | $562M | -2% | Jun 2024 |
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Wells Fargo & Company | 3.7M | $308M | -3% | Jun 2024 |
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Raymond James Financial Services Advisors | 3.4M | $286M | 6% | Jun 2024 |
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Raymond James & Associates | 2.6M | $222M | 0% | Jun 2024 |
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Bank of America Corporation | 1.8M | $152M | 54% | Jun 2024 |
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Commonwealth Equity Services | 1.7M | $141M | -5% | Jun 2024 |
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Cetera Investment Advisers | 1.5M | $128M | -2% | Jun 2024 |
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Envestnet Asset Management | 1.5M | $127M | 0% | Jun 2024 |
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Royal Bank of Canada | 1.5M | $122M | -10% | Jun 2024 |
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Private Advisor | 1.2M | $102M | -2% | Jun 2024 |
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Cambridge Investment Research Advisors | 1.1M | $91M | 1% | Jun 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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Kowal Investment Group | 611k | $51M | 25% | Jun 2024 |
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Harbour Investments | 604k | $51M | -3% | Jun 2024 |
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Jpmorgan Chase & Co | 596k | $50M | 1890% | Jun 2024 |
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Kestra Advisory Services | 489k | $41M | 2% | Jun 2024 |
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Park National Corp | 479k | $44M | 0% | Sep 2024 |
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Mml Investors Services | 441k | $37M | -15% | Jun 2024 |
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Silver Oak Securities | 421k | $35M | -2% | Jun 2024 |
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American Financial Advisors | 400k | $34M | 1% | Jun 2024 |
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Stratos Wealth Partners | 367k | $31M | 0% | Jun 2024 |
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IFG Advisory | 353k | $30M | -3% | Jun 2024 |
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D.A. Davidson & Co. | 337k | $28M | 3% | Jun 2024 |
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Prospera Financial Services | 306k | $26M | -12% | Jun 2024 |
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Atria Wealth Solutions | 301k | $25M | 0% | Jun 2024 |
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Archer Investment Corp | 294k | $25M | 1% | Jun 2024 |
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Concurrent Investment Advisors | 294k | $25M | 3% | Jun 2024 |
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H D Vest Advisory Services | 285k | $24M | 7% | Jun 2024 |
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Janney Montgomery Scott | 278k | $23M | 2% | Jun 2024 |
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Gratus Wealth Advisors | 267k | $23M | -2% | Jun 2024 |
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Bennett Associates Wealth Management | 266k | $22M | 1% | Jun 2024 |
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Solano Wealth Management | 249k | $21M | 4% | Jun 2024 |
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Regal Investment Advisors | 226k | $19M | 2% | Jun 2024 |
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Benjamin F. Edwards & Company | 221k | $19M | -1% | Jun 2024 |
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HBK Sorce Advisory | 215k | $18M | 3% | Jun 2024 |
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ABLE Financial Group | 211k | $18M | 1% | Jun 2024 |
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Vestmark Advisory Solutions | 207k | $17M | 2% | Jun 2024 |
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Scarborough Advisors | 203k | $17M | 2% | Jun 2024 |
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Ergawealth Advisors | 202k | $17M | -7% | Jun 2024 |
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Mariner Wealth Advisors | 200k | $17M | -5% | Jun 2024 |
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Kestra Private Wealth Services | 192k | $16M | -1% | Jun 2024 |
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Western Wealth Management | 187k | $16M | -7% | Jun 2024 |
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ValMark Advisers | 165k | $14M | 2% | Jun 2024 |
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Rockefeller Capital Management | 163k | $14M | 3% | Jun 2024 |
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Walkner Condon Financial Advisors | 161k | $14M | -3% | Jun 2024 |
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Sargent Investment Group | 146k | $12M | 1% | Jun 2024 |
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Goss Wealth Management | 133k | $11M | -21% | Jun 2024 |
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Strategic Planning Group | 132k | $11M | 5% | Jun 2024 |
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Integrated Wealth Concepts | 127k | $11M | -5% | Jun 2024 |
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Pnc Financial Services | 126k | $11M | 5% | Jun 2024 |
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Bank Hapoalim Bm | 125k | $11M | 0% | Jun 2024 |
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RiverTree Advisors | 125k | $11M | -3% | Jun 2024 |
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Sigma Planning | 125k | $11M | 1% | Jun 2024 |
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tru Independence | 125k | $11M | 2% | Jun 2024 |
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FTB Advisors | 122k | $10M | 1% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 120k | $10M | -12% | Jun 2024 |
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Investors Research Corp | 120k | $10M | 6% | Jun 2024 |
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Sanctuary Advisors | 115k | $9.5M | 100% | Jun 2024 |
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Goldman Sachs Group | 111k | $9.3M | 38% | Jun 2024 |
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HighTower Advisors | 110k | $9.3M | 100% | Jun 2024 |
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Great Valley Advisor Group | 110k | $9.2M | -3% | Jun 2024 |
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Nilsine Partners | 109k | $9.2M | 1% | Jun 2024 |
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TD Capital Management | 107k | $9.0M | -2% | Jun 2024 |
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Cedrus | 106k | $8.9M | 82% | Jun 2024 |
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KPP Advisory Services | 104k | $8.8M | 100% | Jun 2024 |
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Gateway Wealth Partners | 103k | $8.6M | 24% | Jun 2024 |
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AE Wealth Management | 102k | $8.6M | -18% | Jun 2024 |
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Wayne Hummer Investments | 102k | $8.5M | 0% | Jun 2024 |
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Assetmark | 101k | $8.5M | 12% | Jun 2024 |
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Arkadios Wealth Advisors | 95k | $8.0M | 43% | Jun 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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Ameritas Advisory Services | 91k | $7.6M | -2% | Jun 2024 |
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Equitable Holdings | 87k | $7.3M | 3% | Jun 2024 |
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Concentrum Wealth Management | 87k | $7.3M | 1% | Jun 2024 |
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Envestnet Portfolio Solutions | 87k | $7.3M | -4% | Jun 2024 |
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Kingsview Wealth Management | 84k | $7.0M | 0% | Jun 2024 |
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PCG Wealth Advisors | 81k | $6.8M | -39% | Jun 2024 |
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Bank of New York Mellon | 80k | $6.7M | -5% | Jun 2024 |
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Southland Equity Partners | 79k | $6.6M | 5% | Jun 2024 |
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Nbc Securities | 78k | $6.6M | -3% | Jun 2024 |
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Coppell Advisory Solutions | 77k | $6.5M | 100% | Jun 2024 |
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Good Life Advisors | 76k | $6.4M | -46% | Jun 2024 |
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Shelton Wealth Management | 76k | $6.4M | -11% | Jun 2024 |
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Fifth Third Securities | 75k | $6.3M | -86% | Jun 2024 |
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Stephens | 72k | $6.1M | 1% | Jun 2024 |
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Resources Investment Advisors | 70k | $5.8M | -18% | Jun 2024 |
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Foundations Investment Advisors | 69k | $5.8M | -3% | Jun 2024 |
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Bernardo Wealth Planning | 65k | $5.4M | -2% | Jun 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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DHJJ Financial Advisors | 64k | $5.4M | -5% | Jun 2024 |
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Key Client Fiduciary Advisors | 63k | $5.3M | -2% | Jun 2024 |
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Strategic Blueprint | 62k | $5.2M | 0% | Jun 2024 |
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MAI Wealth Advisors | 61k | $5.1M | -10% | Jun 2024 |
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Snowden Capital Advisors | 61k | $5.1M | -12% | Jun 2024 |
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GPS Wealth Strategies Group | 59k | $4.9M | -6% | Jun 2024 |
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Maxwell Wealth Strategies | 58k | $4.8M | 0% | Jun 2024 |
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Purus Wealth Management | 56k | $4.7M | -1% | Jun 2024 |
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Wealth Enhancement Advisory Services | 56k | $4.7M | -10% | Jun 2024 |
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Citigroup | 53k | $4.5M | -3% | Jun 2024 |
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ORBA Wealth Advisors | 53k | $4.5M | 0% | Jun 2024 |
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Tradition Wealth Management | 53k | $4.5M | -7% | Jun 2024 |
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OneAscent Financial Services | 53k | $4.5M | -11% | Jun 2024 |
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Waterloo Capital | 52k | $4.4M | -6% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 52k | $4.3M | -1% | Jun 2024 |
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Dynamic Advisors Solutions | 51k | $4.3M | -8% | Jun 2024 |
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Wiley Bros.-aintree Capital | 51k | $4.3M | 43% | Jun 2024 |
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Signature Estate and Investment Advisors | 51k | $4.3M | 100% | Jun 2024 |
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Fermata Advisors | 51k | $4.2M | -61% | Jun 2024 |
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Nations Financial Group | 50k | $4.2M | 1% | Jun 2024 |
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Paragon Private Wealth Management | 49k | $4.1M | -4% | Jun 2024 |
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Roman Butler Fullerton & Co | 48k | $4.1M | -3% | Jun 2024 |
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Advisory Alpha | 48k | $4.0M | -70% | Jun 2024 |
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Kaydan Wealth Management | 48k | $4.0M | 7% | Jun 2024 |
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Wetzel Investment Advisors | 47k | $4.0M | 0% | Jun 2024 |
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BKA Wealth Consulting | 47k | $3.9M | -20% | Jun 2024 |
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Raymond James Trust | 47k | $3.9M | -4% | Jun 2024 |
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Y.D. More Investments | 46k | $3.9M | 5% | Jun 2024 |
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Aptus Capital Advisors | 46k | $3.8M | -6% | Jun 2024 |
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Barrett & Company | 46k | $3.8M | 1% | Jun 2024 |
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Secure Asset Management | 46k | $3.8M | 13% | Jun 2024 |
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Lokken Investment Group | 45k | $3.8M | 2% | Jun 2024 |
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Principal Securities | 44k | $3.7M | -4% | Jun 2024 |
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Jane Street | 44k | $3.7M | 100% | Jun 2024 |
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Kingswood Wealth Advisors | 43k | $3.6M | 0% | Jun 2024 |
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Private Advisory | 42k | $3.6M | 6% | Jun 2024 |
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Essex Financial Services | 41k | $3.5M | 2% | Jun 2024 |
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CWM | 41k | $3.4M | 4% | Jun 2024 |
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Financial Advocates Investment Management | 39k | $3.3M | -10% | Jun 2024 |
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Waterfront Wealth | 39k | $3.2M | -1% | Jun 2024 |
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Brian McDonald | 37k | $3.1M | -3% | Jun 2024 |
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J.w. Cole Advisors | 37k | $3.1M | 3% | Jun 2024 |
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Perissos Private Wealth Management | 36k | $3.0M | 100% | Jun 2024 |
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Clear Creek Financial Management | 36k | $3.0M | 8% | Jun 2024 |
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International Assets Investment Management | 36k | $3.0M | -3% | Jun 2024 |
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Ausdal Financial Partners | 36k | $3.2M | -70% | Sep 2024 |
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Visionary Wealth Advisors | 35k | $2.9M | -14% | Jun 2024 |
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Pensionmark Financial Group | 34k | $2.8M | 100% | Jun 2024 |
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ERn Financial | 34k | $2.8M | -17% | Jun 2024 |
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Cozad Asset Management | 34k | $2.8M | -4% | Jun 2024 |
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Iams Wealth Management | 34k | $2.8M | -17% | Jun 2024 |
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Cornerstone Wealth Management | 33k | $2.8M | -1% | Jun 2024 |
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Creative Planning | 33k | $2.8M | 3% | Jun 2024 |
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1776 Wealth | 33k | $2.7M | 2% | Jun 2024 |
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Beck Bode | 32k | $2.7M | -15% | Jun 2024 |
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Global Retirement Partners | 32k | $2.7M | 3% | Jun 2024 |
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Geneos Wealth Management | 32k | $2.7M | -2% | Jun 2024 |
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SignalPoint Asset Management | 31k | $2.6M | -51% | Jun 2024 |
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ForthRight Wealth Management | 30k | $2.6M | -17% | Jun 2024 |
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Moneywise | 30k | $2.5M | -17% | Jun 2024 |
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Gladstone Institutional Advisory | 30k | $2.5M | -10% | Jun 2024 |
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BlueChip Wealth Advisors | 30k | $2.5M | -16% | Jun 2024 |
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Apollon Wealth Management | 28k | $2.3M | -14% | Jun 2024 |
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ICA Group Wealth Management | 27k | $2.3M | -70% | Jun 2024 |
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First Heartland Consultants | 25k | $2.1M | -56% | Jun 2024 |
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Creative Financial Designs | 22k | $1.8M | -50% | Jun 2024 |
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Integrity Financial Corp | 19k | $1.6M | -70% | Jun 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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Hobart Private Capital | 7.5k | $631k | -88% | Jun 2024 |
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POM Investment Strategies | 189.00 | $16k | -100% | Jun 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 |
---|---|---|---|
Global Assets Advisory | Mar 2024 | 1.5M | $17M |
World Equity Group | Mar 2024 | 126k | $11M |
National Asset Management | Mar 2024 | 88k | $6.5M |
Lincoln National | Mar 2024 | 78k | $6.6M |
Cedar Brook Financial Partners | Mar 2024 | 51k | $4.4M |
Pine Valley Investments Ltd Liability | Mar 2024 | 35k | $3.0M |
DeDora Capital | Mar 2024 | 33k | $2.8M |
Citadel Advisors | Mar 2024 | 32k | $2.8M |