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First Trust DB Strateg Val Idx Fnd shares owned by Beacon Financial

Quarter-by-quarter ownership of First Trust DB Strateg Val Idx Fnd (FTCS) shares owned by Beacon Financial from 13F filings

Historical chart of Beacon Financial 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 Beacon Financial 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 Beacon Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 18k 80.04

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr TRS FLT RT BD (TFLO)
First Tr Value Line Divid In SHS (FVD)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Vanguard Specialized Funds Div App Etf (VIG)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Beacon Financial

Top funds holding First Trust DB Strateg Val Idx Fnd

Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Bank of America Corporation
Advisor Group Holdings
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Global Assets Advisory
Private Advisor
Cambridge Investment Research Advisors
Stifel Financial
Branch Banking & Trust Company
Baird Financial
Harbour Investments

View all funds holding First Trust DB Strateg Val Idx Fnd