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First Trust DB Strateg Val Idx Fnd shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth 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 55 North Private Wealth 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 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $420k 4.5k 92.76
2025-12-31 $418k 4.5k 92.51

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View all positions for 55 North Private Wealth

Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
UBS Group
Advisor Group Holdings
Ameriprise Financial
Envestnet Asset Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
Stifel Financial
Jones Financial Companies, L.L
Branch Banking & Trust Company
Private Advisor
Concurrent Investment Advisors

View all funds holding First Trust DB Strateg Val Idx Fnd