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

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

Historical chart of Carlson Financial investment in First Trust DB Strateg Val Idx Fnd

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All positions including First Trust DB Strateg Val Idx Fnd held by Carlson 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 25k 93.91
2026-03-31 $2.7M 29k 92.76
2025-12-31 $2.7M 29k 92.51

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Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
UBS Group
Advisor Group Holdings
Envestnet Asset Management
Royal Bank of Canada
Two Sigma Investments
Ameriprise Financial
Cambridge Investment Research Advisors
Jones Financial Companies, L.L
Commonwealth Equity Services

View all funds holding First Trust DB Strateg Val Idx Fnd