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First Trust DB Strateg Val Idx Fnd shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $500k 5.7k 87.82
2024-09-30 $477k 5.3k 90.80

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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
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View all positions for Cyndeo Wealth Partners

Top funds holding First Trust DB Strateg Val Idx Fnd

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Raymond James Financial Services Advisors
Raymond James & Associates
Bank of America Corporation
UBS Group
Commonwealth Equity Services
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cambridge Investment Research Advisors
Ameriprise Financial
Stifel Financial

View all funds holding First Trust DB Strateg Val Idx Fnd